UU Organizations Retirement Plan Updates
March 2018
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Humming Along

A tune-up helps to keep a machine running smoothly.

When your team engages the Retirement Plan portion of the free, self-directed Benefits Tune Up Workbook you can keep things on track, especially when changes occur.

  • Planning your budget?
  • Contemplating salary changes?
  • New Treasurer or new employees on the horizon?

Take a moment to ensure that your assumptions about plan provisions, compensation, and even the type of plan are correct.

Because the Plan is an IRS qualified 401(a)/401(k) defined contribution, multiple employer, church retirement plan, it is important to administer the plan properly to avoid complications, past due amounts, and potential legal issues that could arise, particularly if you do not inform employees about the plan and/or fail to remit contributions timely.

Budget and Process Check Up

Like a stitch in time saves nine, your quarterly review of employee benefits pays off in the long run.

A s your team is either preparing the budget   or doing your quarterly review to ensure that all retirement contributions were calculated correctly and sent timely, please remember that you don't have to go it alone. 

Our team is here to assist your team.  Let us know how we can help:

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


Upcoming Topics
Passing the baton, Preparing for GA
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