The UUA, as Plan Sponsor, maintains the Unitarian Universalist Organizations Retirement Plan (UUORP) to enable all employees of congregations, regions, the national association, other UUA organizations and UU community ministers to accumulate funds for their retirement. The UUORP is an IRS qualified 401(a)/401(k) defined contribution, multiple employer, church retirement plan. The UUA Retirement Plan Committee serves as the Plan Administrator and along with its delegates has the authority to administer the UUORP and implement all Plan provisions.

Effective February 27, 2023, financial administration, also known as recordkeeping, of the Unitarian Universalist Organizations Retirement Plan (UUORP) is performed by Empower—the second largest provider of retirement services. Plan recordkeeping was previously performed by TIAA (November 2010 through February 2023).

With the assistance of an independent financial advisory firm, Fiducient Advisors (FA), formerly known as Fiduciary Investment Advisors (FIA), the Plan offers a diverse menu of investment options for plan participants to choose from. All accounts are valued daily after the close of the financial markets, and participants receive quarterly statements.

The UUA Office of Church Staff Finances provides participating employers with Plan information and materials, assists employers with plan administration for their locations, and provides general information for over 4,500 participants in the 401(a) with a 401(k) component, qualified multiple employer defined contribution church retirement plan.

Any notice or document relating to the Plan which is to be filed with the Plan Administrator may be delivered via email to retirementplan@uua.org, or mailed by registered or certified mail, postage pre-paid, to: Retirement Plan Committee, c/o the Unitarian Universalist Association, 24 Farnsworth Street, Boston, MA 02210-1409.