UU Organizations Retirement Plan Updates
October 2017
Time to Tune Up With Your Team

The new  Benefits Tune-up Workbook (PDF) (Word) walks you through the basics of administering the UU Retirement Plan and UUA insurance plans.

Gather a team, complete the workbook, and offer these employee benefit plans with confidence.

Remitting Contributions

Elective contributions must be remitted once you've separated them from the employees' pay.

Employer's contributions are usually remitted at least monthly, in order to keep on track and help avoid mistakes that often occur when church employers remit less frequently.

Questions?  retirementplan@uua.org

Fee Leveling
Be in the know about how  fee leveling ensures that recordkeeping expenses are equitably borne by all of the retirement plan's participants.
Upcoming Topics
Annual Plan Notice, IRS Contribution Limits
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 | retirement@uua.org
 24 Farnsworth Street
Boston, MA 02210-1409