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Tax and pension laws are complex and change frequently. We urge participants to consult with their own tax and investment advisors about these matters.
Effective November 1, 2010, financial administration of the Unitarian Universalist (UU) Organizations Retirement Plan is by TIAA-CREF.
The annual Church and Clergy Guide by Richard R. Hammar, J.D., LL.M., CPA, is considered an excellent reference on tax issues for clergy and religious organizations. Copies may be ordered from the Church Law Today store.
Morningstar is an independent company that evaluates mutual funds. Their monthly reports are found in most public libraries, and free information about many funds is available at Morningstar's website.
For more information contact ocsf @ uua.org.
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Last updated on Tuesday, November 26, 2013.
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