Accountable Reimbursements

Long form Short form

 


 

Discretionary Funds

 


 

Extension Ministry

 


 

EY Financial Planning

Whether you’re new to the Church, or 30 years into your career or ministry, finances play a significant role in how you live — today and in retirement. You may have managed your own finances, but it’s a good idea to make sure you are on the right track by speaking with a financial professional. Wespath Benefits and Investments (Wespath) offers confidential, objective financial counseling at no charge* to eligible participants** from EY, formerly known as Ernst & Young.

 EY financial planners have special training in topics important to participants, including Wespath-administered plans and programs, and the clergy housing allowance. 

* Costs for these services are included in Wespath’s administrative expenses that are paid for by the funds.

** Financial planning services are available to active participants and surviving spouses with an account balance in Wespath-administered plans, and to terminated and retired participants with an account balance of at least $10,000.

At a Glance Website

To speak to a financial planner, call 1-800-360-2539 (Monday through Friday from 8 a.m. to 7 p.m.)

 


 

Ministerial Compensation Report

 


 

Moving Procedures

Clergy Moving Expenses Q&A

Information packet

 

 


 

Retirement

Every year the NTC Board of Pension and Health Benefits sponsors a Retirement Benefits Seminar for all clergy. Representatives from the Wespath as well as a local CPA are present to provide information on pensions, health insurance in retirement (OneExchange) and taxes.

For questions, contact Shirley Miller at 972-526-5008.

Resources

Eligibility and Process Planning Resources

 

Housing Allowance Resolutions

2015 2017
2016 2018
Exclusion Worksheet  

 

Via Benefits

Wespath’s Center for Health partners with Willis Towers Watson’s Via BenefitsTM, one of the nation’s leading providers of health care solutions for Medicare-eligible retirees. The Via Benefis program offers assistance in selecting Medicare supplemental health coverage for eligible retirees, spouses and certain disabled participants using individual Medicare supplement plan markets. Via Benefits provides a portal to Medicare supplemental plans available from more than 90 health insurers (“carriers”) nationwide, as well as administration for tax-advantaged Health Reimbursement Accounts (HRAs) from which retirees can pay their Medicare supplement premiums.

At a Glance FAQs

 


 

Social Security

Reasons not to opt out Opting out

 


 

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