Defined contribution plan
Most popular downloads
| DEFINED CONTRIBUTION PLAN | View |
|---|---|
| Employer Application (Adoption Agreement) |  |
| New 403(b) Regulations: Frequently Asked Questions | |
| Employee Application | |
| Participant Change Form (DC plan) | |
| Employee's Guide | |
All forms and publications
Details for administrators
Details for lay employees
Complete enrollment package
Reminder for Administrators
New Adoption Agreement
due September 30
To accept contributions to the DC plan in 2009, CPG must receive an executed Adoption Agreement from each participating employer no later than September 30, 2008.
The Episcopal Church Lay Employees' Defined Contribution Retirement Plan is a 401(a) and 403(b) plan with Fidelity Investments. Employers contribute a percentage of salary, and employees may also contribute up to the limits set by the IRS.
Individuals may allocate funds among several investment options. Benefits vary based on investment performance.
Defined benefit plan
Most popular downloads
| DEFINED BENEFIT PLAN | View |
|---|---|
| Employee Application | |
| Employer Application | |
All forms and publications
Details for administrators
Details for lay employees
The Episcopal Church Lay Employees' Retirement Plan is a defined benefit pension plan. Benefits are based on compensation and length of service. They are assured for the duration of retirement and never decrease.
Employers pay a percentage of salary toward each employee's pension. Employees may not contribute, but may wish to save through the Retirement Savings Plan.
Need help?
Call Pension Services
(866) 802-6333
Monday - Friday
8:30 a.m. to 4:45 p.m. (Eastern)
or email us
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