The UU Organizations Retirement Plan
Unitarian Universalist Association (UUA) Retirement Plan Survey >
The Unitarian Universalist (UU) Organizations Retirement Plan enables UU congregations and other UU organizations to make tax-sheltered contributions for eligible staff members to an IRS qualified 401(a) defined contribution plan. The Trustees of the Plan are the Trustees of the UUA; the UUA Compensation, Benefits and Pension Committee provides an ongoing review of the plan and recommends changes in policies or management; and the UUA Treasurer is the Plan Administrator.
The financial management of the Plan is by Fidelity Investments, the largest mutual fund family in the United States. All accounts are valued daily after the close of the investment markets, and participants receive quarterly statements from Fidelity.
The UUA Office of Church Staff Finances handles enrollments and withdrawals, provides general information for some 1500 participants in the Association's 401(a) qualified retirement plan, and works with the Treasurer and others to review the provisions of the Plan and investment performance. The Plan has approximately $150 million in invested funds.
For more information contact ocsf @ uua.org.
Last updated on Thursday, June 18, 2009.
