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Implementation Date and Actions

Participating Employer/Congregations may implement the provisions of the Restated Plan document and their new Participation Agreement elections as early as the first of the month (January 1, 2014 - July 1, 2014) following the Unitarian Universalist Association (UUA) Retirement Plan Committee's documented:

  • receipt of the Employer's completed new Participation Agreement and
  • confirmation of the implementation date.

The date of implementation cannot be retroactive, and must be no later than July 1, 2014.

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: ocsf@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 Restated Plan document and your Employer Participation Agreement.

For more information contact ocsf@uua.org.

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Last updated on Wednesday, November 27, 2013.

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