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Administration for the UU Organizations Retirement Plan

Effective November 1, 2010, financial administration of the Unitarian Universalist (UU) Organizations Retirement Plan is by Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF)—the largest provider of retirement services to nonprofit organizations. With the assistance of an independent financial advisory firm, Fiduciary Investment Advisors (FIA), we offer 29 funds for plan participants to choose from. All accounts are valued daily after the close of the financial markets, and participants receive quarterly statements from TIAA-CREF. Account information is also available any time through an online portal or by phone. As of September 30, 2013, the Plan had approximately $249.7 million in invested funds.

An employee of the Unitarian Universalist Association (UUA) Office of Church Staff Finances is the Plan Director.

The UUA Office of Church Staff Finances handles enrollments and withdrawals, provides general information for over 3,000 participants in the 401(a) qualified retirement plan. Under the Restated Plan, effective 01-01-2014, the UUA Retirement Plan Committee is the “plan administrator” (as that term is defined in ERISA Section 3(16)(A)) of the Plan and shall be responsible for the administration of the Plan except where another entity has been assigned a specific responsibility in the Plan; provided, however, that the Committee may delegate all or any part of its powers, rights, and duties under the Plan to such person or persons as it may deem advisable. Any notice or document relating to the Plan which is to be filed with the plan administrator may be delivered, or mailed by registered or certified mail, postage pre-paid to: Retirement Plan Committee, c/o the Unitarian Universalist Association, 24 Farnsworth Street, Boston, MA 02210.

For more information contact ocsf @ uua.org.

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Wednesday, May 14, 2014.

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