UU Employers: Helping All Employees Gain Access to Retirement Savings
Acknowledging the inherent worth of every employee requires recognizing their needs as they transition and evolve to new chapters in life. UU Employers who have adopted the UU Organizations Retirement Plan (UUORP) ensure that all of their employees, age 18 or older, have equal access to the denominational retirement plan so they may save for their future.
Please see Employer Resources and information for Plan Participants.
Participating UU Employers
2025 UU Org Retirement Plan Restatement
The UU Organizations Retirement Plan (UUORP), sponsored by the UUA, implemented its most recent restatement on January 1, 2025. The UUA Board approved the restated Plan document on August 12, 2024 (previous restatement was in 2014). The Plan restatement was necessary to comply with recent changes in federal law. These changes will also make the Plan easier to administer by our nearly 600 participating employers and incorporates changes designed for greater equity.
Empower is the current recordkeeper for the UU Organizations Retirement Plan.
Adopting UU Employer/Congregations are responsible for administering the Plan, abiding by all of the provisions of the governing Plan Document and their Employer Participation Agreement (EPA) on file with the UUA.
- Visit the 2025 Plan Restatement Hub in our Knowledge Base for all resources and information related to the Plan Restatement, including the updated 2025 Plan Document (PDF, 89 pages), the 2025 Employer Participation Agreement (PDF, 4 pages), and the Summary Plan Document (SPD) (PDF, 16 pages).
- Visit our Retirement Plan Knowledge Base to answer all questions related to eligibility, enrollment, remitting contributions and more!
- Stay legally compliant! The Benefits Tune-Up Workbook walks you through the basics.
- Visit our Knowledge Base Section for Employers for instructions on how to Enroll and Onboard all new W2 employees 18 years and older in the Plan.
- UU entities who have not adopted the UU Org Retirement Plan and do not have a fully executed Employer Participation Agreement (EPA) cannot offer this benefit plan to any of their employees.
- Existing Employer Participation Agreements (EPAs) are in effect until updated, prospectively, by submitting and receiving written authorization via a new fully executed EPA for an approved implementation date for an upcoming Plan Year (or Fiscal Year), signed by the Retirement Plan Director at the UUA.
- Keep us updated on who is responsible for remitting retirement contribution data and funding for the employees of your location by completing the Empower Plan Service Center Users Form.
- Make sure that all W2 employees get enrolled and any related employee changes, including job changes, salary changes, and terminations get submitted via this Online Empdata Submission Form for processing by the UUA Retirement Plan Team.
