Live your Unitarian Universalist values out loud. Make your year-end gift today!

Search Our Site

Page Navigation

Section Banner

Implementation Date and Actions

Newly Participating Employer/Congregations

The date of Plan implementation cannot be retroactive; make a well-considered decision to join the plan, and submit your Employer Participation Agreement several weeks before your intended implemenation date.

The Retirement Plan will process your Agreement and send an email confirmation to the Contact Person identified on your Agreement. The confirmation includes information about next steps, including regulations regarding timely remittance of contributions.

Employers Updating Their Participation Agreement

Again, implementation cannot be retroactive. See information above regarding timing and process of submitting the Agreement.  See below for implementation steps; employees need not re-enroll.

After Joining the Plan: Employer Implementation Steps

Employer/Congregations communicate the confirmed implementation date and share their Participation Agreement elections with all staff members.

Explain the implications of those elections.

Provide newly eligible employees with the then-current enrollment materials and mandatory disclosures, which are obtained by email request: retirementplan@uua.org.

Review/update information on file with TIAA-CREF regarding which employee/volunteer is authorized by the Employer to remit contributions to TIAA-CREF. 

Update existing TIAA-CREF Remittance Form if necessary.

Begin to remit contributions consistent with the Plan document and your confirmed Employer Participation Agreement.

For more information contact retirementplan@uua.org.

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

Last updated on Monday, December 22, 2014.

Sidebar Content, Page Navigation

 

Updated and Popular

Recently Updated

For Newcomers

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.

Page Navigation