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Benefits Tune-up Workbook

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The Benefits Tune-up Workbook is one of the most popular resources offered by the UUA Office of Church Staff Finances, helping congregational leaders understand our benefit plan rules – necessary documents, eligibility criteria, enrollment windows, and more. Ensure plan compliance by having good protocol in place for benefits administration.

The Workbook is available in two formats. We recommend printing out the PDF and filling it in by hand. (The Word version is useful if you want to type directly onto it or add notations to share with teammates, but you will lose some formatting and pagination.) We've also provided a video to guide you in completing the Workbook.

We urge all congregations participating in any UUA benefit plans to complete the Workbook annually – and whenever a new congregational leader becomes responsible. Make it a team effort among a small group of staff and lay leaders with personnel and onboarding responsibilities. Once you've tuned up, let us know how it went by completing our quick survey. (You'll find multiple links to the survey within the Workbook.)

You'll want to have your own congregation's copies of these documents available as you complete the Health Plan and Retirement Plan sections of the Workbook.