Pension & Retirement

  • Roth Contribution Guide

    Roth Contribution Guide

    The United Methodist Personal Investment Plan (UMPIP) and Horizon 401(k) Plan (Horizon) will begin accepting Roth contributions from eligible clergy and lay employees beginning in 2016. UMPIP will allow participants to make before-tax, Roth and after-tax contributions. Horizon will allow participants to make before-tax and Roth contributions.

  • UMPIP Contribution Election Form

    UMPIP Contribution Election Form

    This form authorizes the plan sponsor/salary-paying unit to deduct a specified amount/percentage from the participant’s pay to be contributed to the United Methodist Personal Investment Plan (UMPIP) on a before-tax, Roth or after-tax basis (for contributions on or after January 1, 2017). Completed, signed form is returned to the plan sponsor/salary-paying unit.

  • Designation Form of Beneficiary for Retirement and Welfare Plans-Participant

    Designation Form of Beneficiary for Retirement and Welfare Plans-Participant

    Use this form to designate your beneficiaries.

  • UMPIP Enrollment Form

    UMPIP Enrollment Form

    This form is for enrolling in the Clergy Retirement Security Program (CRSP), United Methodist Personal Investment Plan (UMPIP), Comprehensive Protection Plan (CPP), and UMLifeOptions

  • UMPIP Getting Started

    UMPIP Getting Started

    This form introduces changes to automatic CRSP contributions effective Jan. 1 2014.

  • UMPIP Brochure At-a-Glance

    UMPIP Brochure At-a-Glance

    The United Methodist Personal Investment Plan (UMPIP) is a retirement plan administered by Wespath Benefits and Investments - the largest denominational pension fund in the world. UMPIP is designed to provide one piece of your overall retirement portfolio.

  • CRSP At-A-Glance

    CRSP At-A-Glance

    You are eligible to participate in the Clergy Retirement Security Program, or CRSP, if you are a clergy member or local pastor under full-time Episcopal appointment to a conference, church, charge, district or conference-controlled entity or unit and you are receiving compensation. Your conference may also elect to cover clergy appointed at least half-time or at least three-quarter time.

  • CRSP Waiver of Participation Form

    CRSP Waiver of Participation Form

    This form allows clergy to elect not to participate in the Clergy Retirement Service Program

  • CRSP Enrollment Form

    CRSP Enrollment Form

    Enroll ment Form for Clergy Retirement Security Program (CRSP), United Methodist Personal Investment Plan (UMPIP), Comprehensive Protection Plan (CPP), UMLifeOptions

  • CRSP Brochure

    CRSP Brochure

    The United Methodist Church introduced the Clergy Retirement Security Program (CRSP) on January 1, 2007. It was amended by General Conference 2012. This brochure is an overview of CRSP

  • Benefits Access Log In

    Benefits Access Log In

    On this site you can review your benefits, access information regarding your plans and check your retirement benefit projections. To begin, please log in by entering your username and password.