Retirement & Pension Information

Moving Expenses Information

Moving Expense Payments are now considered plan compensation for certain Wespath Benefit Plans and are to be reported to the Annual Conference.  A moving expense submission form is available for local churches to complete in order to advise the Conference of the moving expense payment made out to Clergy.  Please see the links below for further details of the tax law change, Q&A’s for clergy and plan sponsors and obtain the Moving Expense Form. 

  • Moving Expenses

    Moving Expenses

    This Notice to Local Churches was developed by Wespath Benefits and Investments to provide general information
    to local churches about the change in federal tax law concerning moving expense payments, and the importance
    of reporting such payments to their conferences.

  • Clergy Moving Expenses Q&A for Clergy

    Clergy Moving Expenses Q&A for Clergy

    This Q&A has been developed to provide general information for clergy who may have questions about the change
    in federal tax law concerning moving expense payments. Wespath’s Legal department has researched these issues from
    a tax and employee benefit plan perspective. We also have gathered information from annual conferences in order
    to address issues clergy will be facing.

  • Clergy Moving Expenses Q&A for Plan Sponsors

    Clergy Moving Expenses Q&A for Plan Sponsors

    This Q&A has been developed to provide general information for local churches and annual conferences that may have
    questions about the change in federal tax law concerning moving expense payments. Wespath’s Legal department
    has researched these issues from a tax and employee benefit plan perspective. We also have gathered information
    from annual conferences in order to address issues clergy, annual conferences and local churches will be facing.

  • Submission Form for Moving Expenses