For: Lay employees and clergy of the North Texas Conference
What: Wespath retirement benefit educators will provide information and answer questions about the United Methodist Personal Investment Plan.
When: 10-11 a.m. Tuesday, Oct. 25, 10-11 a.m. at Christ UMC Plano (3101 Coit, Plano, TX 75075)
Clergy Retirement Security Program (CRSP)
|At a Glance||Pre-Retirement Seminar (Oct. 21, 2021)|
|Plan Overview||Summary Plan|
|Pension Plans Video||Understanding Your Investment Options|
Comprehensive Protection Plan (CPP)
|At a Glance||Summary Plan|
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.
|To speak to a financial planner, call 1-800-360-2539 (Monday through Friday from 8 a.m. to 7 p.m.)|
United Methodist Personal Investment Plan (UMPIP)
|Rolling Outside Accounts Into UMPIP||Summary Plan|
- Scan the completed pension invoice with specified amounts entered on appropriate lines
- E-mail the completed invoice to Sheila Hayes, then click on button to pay online.
- You may remit payments online or mail a check along with a copy of the completed health insurance invoice to:
North Texas Conference
P.O. Box 866128
Plano, TX 75086