Charge to the Retirement Planning Committee
- Responsibilities
- To serve as fiduciaries for the Unitarian Universalist (UU) Organizations Retirement Plan, and
- To serve as the committee referenced in Article 7 of the document governing the UU Organizations Retirement Plan, including making recommendations to the Board regarding:
- the UU Organizations Retirement Plan Document
- the Retirement Plan Investment Policy
- the investment line-up offered by the retirement plan
- the companies serving as record keeper and investment advisor, and
- other issues related to the UU Organizations Retirement plan.
- the UU Organizations Retirement Plan Document
- To serve as fiduciaries for the Unitarian Universalist (UU) Organizations Retirement Plan, and
- Appointment and Terms
The committee shall have seven members, as follows:
- Three individuals with expertise in retirement plan management, mutual funds, investment management, or related fields
- One individual who is a religious professional serving a UUA member congregation
- One individual who is a retirement plan participant who is either a retiree or the partner/spouse of a retiree
- The Treasurer
- The Financial Advisor
- Three individuals with expertise in retirement plan management, mutual funds, investment management, or related fields
- Meetings
The committee is expected to meet three to four times annually. Meetings may occur by phone.
For more information contact treasurer @ 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 27, 2012.
Section Navigation
- Board of Trustees
- UUA Governance Manual
- Bylaws
- General Assembly
- Officers
- Elections
- District Presidents
-
Committees
- Accessibilities
- Appointments Committee
- Audit
- Board of Review
- Commission on Appraisal
- Commission on Social Witness
- Congregational Properties/Loan
- Cross-Cultural Engagement
- Election Campaign Practices
- Fund for a Just Society
- Fund for International UUism
- Fund for UUism
- Fund for UU Social Responsibility
- GA Planning
- Health Plan
- Investment
- Journey Toward Wholeness Transformation
- Melcher Book Award
- Ministerial Fellowship
- Military
- Music Leadership Credentialing Committee
- Nominating
- Off-site GA
- Open UUA
- Presidential Search Committee
- Theological Education
- Retirement Plan
- Regional Sub-Committees on Candidacy
- RE Credentialing
- Socially Responsible Investing
- Youth Ministry Advisory Committee
- Gathered Here
- GA Presentations
Updated and Popular
Popular New Searches
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.
