Members Statements of AccountMembers receive quarterly account statements. The statements will reflect the payments that are received and applied during the quarter.
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NOTE: The Pension Boards asks each member to review their quarterly statement of account and inform us of any discrepancies within 90 days, at which time the statement amounts will be considered correct.Member RecordsThere are no federal regulations specifying or governing recordkeeping requirements for church pension plans, such as the Annuity Plan for the United Church of Christ, administered by the Pension Boards. However, the Pension Boards does follow best practices among denominational retirement. The federal regulations that govern private sector, non-church retirement plans impose recordkeeping regulations on the employer, not on the plan recordkeeper, in recognition of the fact that it is the employer that has detailed payroll records supporting retirement plan contributions.
Website Accessible Member Accounts
The Pension Boards mails quarterly Statements of Accounts to all members with accumulation accounts. However, balances are updated monthly and may be viewed by the member by logging into their account on the Pension Boards' website. Balances are updated by the seventh business day of the month following the previous month's closing. Contributions received during the prior month may be viewed on the website at that time.Pension Boards Contact Information Contact Member Services for the following:
- New enrollment applications
- Address change
- Salary changes
- Employee terminations
- Call a minister/hire new employee
- Enrollment inquiries
- Eligibility questions
- Plan coverage/benefit questions
- Beneficiary information update/change
- Retirement information
- Duplicate bill/missing billing statement
- Report a death
- Receipt of payments
- Application of payments
- Follow up a refund request
- Account Reconciliations
- Contributions on the Quarterly Statement of Account