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.
This work is made possible by the generosity of individual donors and congregations.
Please consider making a donation today.
Last updated on Tuesday, November 26, 2013.
Sidebar Content, Page Navigation
More Ways to Search
Donate to Support This Program and the Ongoing Work of the UUA
Read or subscribe to UUA.org Updates for the latest additions to our site.
Learn more about the Beliefs & Principles of Unitarian Universalism, or read our online magazine, UU World, for features on today's Unitarian Universalists. Visit an online UU church, or find a congregation near you.