UU Organizations Retirement Plan Updates
June 2017
  UU GA in New Orleans - June 21 - 25, 2017
 
Attending General Assembly? Stop by the TIAA and UUA booths in the Exhibit Hall to say hello and share both your challenges and successes on the path to retirement.


New Salary? Serving a New UU Congregation/Employer?

Ask your Employer whether they remembered to recalculate your retirement plan contributions based upon your new salary (housing + salary for clergy).

People transitioning to serve another UU Employer: please complete the online form to let our office know about your past and future employee benefits, so that we may help ensure a smooth transition.

Retiring?
 
Clergy, complete the intent to retire form.
Non-clergy, have your UU Employer send your Dates of Service (hire and end dates) and date of final contribution remittance to lrose@uua.org

Eligibility, Online Enrollment, Contributions
 
We have updated several of our UUA.org webpages to better serve you.  Please let us know what questions remain on these or any Plan administration topics:
How Can We Help You?

We welcome your engagement and invite your suggestions  regarding topics for future editions.

For inquiries regarding the Plan:

Plan provisions, Employer Participation, retired clergy tax suppression on distributions:
Employee enrollment, establishing an authorized remitter/Admin, making a withdrawal:
Logistics of remitting contributions to TIAA - the Plan's recordkeeper:
Upcoming Topics
Formally Onboarding New Hires
Quick Links

Plan Basics
 

Participant Support
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.


UU Organizations Retirement Plan |  lrose@uua.org | http://www.uua.org/retirement
 24 Farnsworth Street
Boston, MA 02210-1409