Eligibility for the UU Organizations Retirement Plan

Minister Eligibility

Ministers are eligible for the Unitarian Universalist (UU) Organizations Retirement Plan from their date of hire because:

• they have served a year of internship as part of their training (Service with other UU organizations is credited toward the one-year period required for eligibility, unless there is a five-year break in service.); and
• they worked at least 1,000 hours during their year of internship.

The effective date for the plan is the first day of the month following, or coincident with, the minister's date of hire.

Congregational Employee Eligibility

Congregational employees are eligible for the UU Organizations Retirement Plan if:

• they are at least 18 years of age, and
• they have worked at least 1,000 hours for 1 year at a congregation.

The effective date for the plan is the first day of the month following, or coincident with, an employee's 1 year anniversary.

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