The Benefits Tune-up Workbook is designed to help congregational leaders understand our benefit plan rules - necessary documents, eligibility criteria, enrollment windows, and more. We'll help ensure that you remain compliant by having good protocol in place for benefits administration.

This page outlines various tax implications of insurance benefits (Health, Dental, Life, and Long-Term Disability). While references are made to UUA insurance plans, the information applies to insurance offered by other providers, as well.

Unitarian Universalist organizations practice the values of our faith within their own walls by compensating their staff appropriately and providing access to high-quality benefits....

The UUA wants to help our congregations live into their values by offering benefit plans that protect their employees, including health plans that reflect UU values

In February 2020, the UUA shifted from Compensation Guidelines (salary and benefit recommendations) to Compensation Standards. While we continue to provide recommendations for salaries and benefits, the new UUA Compensation Standards also include legal requirements related to pay and benefits...

Can you provide guidance and resources for completing W-2 forms for both ministers and other congregational staff? Deadline by January 31 after the tax year (February 1 in 2021), W-2 forms must be given to employees and sent to the Social Security Administration.

The UUA Compensation Program is evolving! We launched Phase I of of our program revisions in early 2020 with the introduction of new Compensation Standards. Please sign up for Compensation and Staffing News and stay informed about upcoming changes....

These recommendations and reminders are provided in order to support you in having meaningful, fruitful conversations with any congregation you might consider serving. We want to help you maximize your chances of negotiating an offer that you feel good about, with terms that serve you well...

Last revised: July 2019 Highlights Nearly all congregational ministers are employees, not independent contractors. There are 3 important tax provisions for ministers – dual tax status, housing allowance, and optional tax withholding. Benefits recommended for all staff, including ministers, are...

Last revised: July 2019 Highlights The Ministerial Housing Allowance enables ministers to exclude a portion of their salary from certain taxes. For most active and retired ministers, it is their most important tax benefit....

US tax law provides that staff may consider certain items as usual business expenses that are reimbursed beyond the compensation paid to individuals as a necessary expense that is not reported for income tax purposes.

When an employee's wages change, it affects Life and Long-Term Disability insurance premiums (and benefit payouts) as well as Retirement Plan contributions. Do any of your staff have new hours or salaries (salary + housing for ministers)? If they are on our Life or LTD Plans, use the form on our...

A brief overview of how to budget for ministry. For more detailed information visit the UUA Office of Church Staff Finances or download Ministerial Compensation 101: A Basic Primer (PDF).

Ministerial compensation is quite confusing. What do congregations and clergy need to know about clergy taxes?

Congregations and UUA-related organizations not currently participating in the Plan may request to join the Plan by making a Board decision to adopt the Plan, complete and submit a Participation Agreement to...

UU Retirement Plan administration, tune-up workbook, plan document, annual plan notice, and SPD