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Retirement Plan Basics

The Unitarian Universalist (UU) Organizations Retirement Plan is an IRS qualified 401(a)/401(k) defined contribution retirement plan which enables Participating Employers to put our faith’s commitment to social justice into practice by helping to ensure that the employees of UU institutions have adequate funds for their retirement years. Participating Employers are those entities (congregations, districts, the national association, and other UU organizations) who have completed a Participation Agreement and have received consent from the Retirement Plan Committee.

Participating employers are able to make tax-sheltered contributions to the Plan Recordkeeper, TIAA-CREF, for eligible staff members.

Plan participants are encouraged to review their investment mix and deferral percentage and to update as appropriate. Consult with your own attorney, accountant, consultant, financial or other advisor, for specific guidance. Your retirement readiness is your responsibility.

Key Point

The Plan has been restated. Find critical details on the UU Organizations Retirement Plan home page.

Plan document prior to restatement:

For more information contact

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

Last updated on Wednesday, November 27, 2013.

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