UU Organizations Retirement Plan Updates
April 2018
Passing the Baton

Stepping  into the role of Treasurer can be challenging.

For instance, you might not yet know that the Plan is a 401(k), and that when you remit contributions the memo of the check must include the Plan number (404921), your location ID (which is your UUA member church ID in most cases), and the pay period(s) covered by the remitted funds.
Do you know about all the ways that an em ployee can become eligible for the Employer's Retirement Contributions? Here's just one way:
Any employee who has  successfully completed a UU ministerial internship is immediately eligible for the Employer's Retirement Contributions. 

How does the congregation's leadership (or the former Treasurer?) help to ensure that both the "How" and the "Why" of a Treasurer's responsibilities are passed along?

Linda and Joshua, the UUA's Retirement Plan staff, are eager to assist if the baton was dropped, lost, or broken while it was being passed to you.

See contact info below, and please help yourself to the Benefits Tune-Up Workbook. It's a great place to begin!
Preparing for GA

Join us, or send your delegate, to our workshop on Thursday, June 21st at the General Assembly!

Congregations as Employers: 
Putting Values Into Practice

Increase your confidence as an employer.

Get grounded in the "Employer Mindset" and ensure that your staffing practices reflect your mission and values.  

Deepen your knowledge about the employee benefit plans.

And maybe even have fun getting to know not just the answers, but also some great questions that lead to better outcomes for everyone.

Be In Touch

Let us know how we can help:

Retirement Plan Director  lrose@uua.org
Retirement Plan Assistant  assistplan@uua.org

Upcoming Topics
Eligibility for Employer's Contributions: Examples
Quick Links

Plan Basics

Participant Support
TIAA by Phone:

Participants call the Unitarian Universalist (UU)-dedicated toll-free line:
(800) 842-2829 at TIAA's National Contact Center. 

Be prepared to identify yourself by providing your social security number or account number so that you will be put in touch with a representative familiar with our plan.

TIAA Online:

The Employer:


Each employer that offers the Plan is responsible for the Plan's administration. Employees who have questions about the Plan, who want to verify their employer's timely remittance of contributions, or who have questions about their eligibility can make inquiries of their employer. The employer is to provide each employee with a copy of the Employer's Participation Agreement with the Plan, as a springboard to explaining this employee benefit plan. 

UU Organizations Retirement Plan | retirement@uua.org
 24 Farnsworth Street
Boston, MA 02210-1409