Eligibility for the UU Organizations Retirement Plan

Unitarian Universalist clergy are eligible to enroll and to receive employer contributions immediately upon hire because they will have fulfilled the requirement to work one year in which they completed 1,000 hours during their internship, as part of their ministerial preparation.

Non-Clergy employees of participating Unitarian Universalist organizations are eligible to enroll and to receive employer contributions in the UU Organizations Retirement Plan when:

• They are at least 18 years of age, and
• They have worked for a UU congregation or other UU related organization for one year in which they completed 1,000 hours.
•  A non-clergy employee’s entry into the plan is on the first day of the month following or coincident with, the employee’s date of hire.

For the sole purpose of rolling over assets into the Unitarian Universalist (UU) Organizations Retirement Plan, a non-clergy employee may enroll in the plan immediately upon hire; they may not, however, receive employer contributions until they have satisfied the work requirement: one year in which they worked 1,000 hours.

In the event of a 5-year break in service, an employee (whether clergy or non-clergy) must re-qualify by completing 1,000 hours in one year.

The Unitarian Universalist Association (UUA) Fair Compensation Guidelines (PDF) recommend an annual retirement plan employer contribution of 10 percent.