Eligibility for the Retirement Plan
Eligibility for the Retirement Plan
Benefits & Compensation for Congregations

Eligibility to Enroll and Authorize Elective Contributions

All W-2 employees of UU Employers who have adopted the Plan are eligible to enroll and participate in the Plan for the purposes of either authorizing Elective Contributions or rolling funds into the plan. Employers must on-board all of their employees with information about this employee benefit plan. 

Individuals who are already enrolled in the UU Retirement Plan, which is a multiple employer plan, do not need to re-enroll when they begin to serve a new-to-them UU employer that offers the Plan; instead, contact Cbenak [at] uua [dot] org (subject: New%20Hire) with details requesting an update to the employer linkage on the employee's account.

Eligibility for Employer's Contributions

In addition to being able to save via employee's own Elective Contributions, some employees qualify for Employer's Contributions. Employers are responsible for making a correct and timely determination of each employee's eligibility to receive Employer's Retirement Contributions based on the Plan's criteria.

Before hire, it can be helpful to determine whether a prospective new employee has yet successfully completed a UU ministerial internship, been awarded UU Preliminary Fellowship, has previously satisfied the Plan’s Eligibility Service provision, or is working (consecutively or concurrently) for another participating UU employer. Each of these factors impact the date of eligibility for Employer’s Contributions. 

Review the Benefits Tune-Up Workbook (PDF) and see the flowchart and one example of an Employer's date of eligibility-for-Employer's-Contributions determination. For assistance in making a determination, or to verify that an individual previously satisfied the applicable Plan criteria, contact retirementplan [at] uua [dot] org (subject: Eligibility%20Determination%20Assistance%20Needed) with UU work history, date of hire and Hours of Service details.

  • Local eligibility policies and procedures mirror the governing plan document (PDF) provisions, the Employer's Participation Agreement on file with UUA, and the federal and other regulations that apply to Employers who offer employee benefit plans.

Related information

Saver's Credit  

Enrollment

Employee Contributions Agreement  

 

For more information contact retirementplan@uua.org.

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