2020 Annual Report Magazine

To request a print copy of the Annual Report, contact This email address is being protected from spambots. You need JavaScript enabled to view it.. Please include your name and postal mailing address in the request.

Online Payment Portal for Members and Employers

As a reminder – do not send any correspondence with your monthly invoice and check. Any forms or communications should be sent directly to our Member Services team by either email: This email address is being protected from spambots. You need JavaScript enabled to view it.; fax: 212.729.2701; or mail to: 475 Riverside Drive, Suite 1020, New York, NY 10115.

Online payment is the new standard for the Pension Boards. Please transition your monthly payment to our online portals today! If you are not already using the portals, it’s quick and easy to get started and transactions are secure. Click here for detailed instructions to set up your account. Your account, including any outstanding balances, and employee salary information, must be up-to-date before you use online bill payment for the first time.

Employers: Click here for a new, updated User Guide for online bill pay.

Self-Pay Members: Click here for a User Guide for online bill pay.

Accessing Form 1099-R

Through Northern Trust’s Benefit Payment Participant Web Passport®, annuitants receiving monthly annuity payments can now easily access Form 1099-R and view the exact amount of their annuity payments.

Visit Northern Trust’s Benefit Payment Participant Web Passport® here: northerntrust.com/bppweb. For assistance, contact the Northern Trust Benefit Payment Participant Service Center at 1.888.259.6835.

IRS Inflation Adjustments for 2021 Tax Year

It's time to start planning for 2021 taxes. Here's a summary of the federal income tax rates and other tax changes that took effect January 1, 2021. The income tax adjustments provided below will apply to the 1040 return you'll file in 2022 for the 2021 tax year.

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Investments: Pension Boards Invests $3.5 Million in Fannie Mae

The Pension Boards has invested $3.5 million in Fannie Mae’s $315 million Multifamily Social Bond (FNA 2021-M1S), under Fannie Mae’s Guaranteed Multifamily Structures program. The Pension Boards Sustainable Balanced Fund’s inaugural fixed-income investment is a multi-family social bond issued by Fannie Mae, which supports affordable housing initiatives in the U.S.

Applications for NGLI are Now Open

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The United Church Board for Ministerial Assistance, the charitable arm of the Pension Boards, is pleased to announce that the application season for the next cohort of pastors to participate in the Next Generation Leadership Initiative (NGLI) is open. NGLI is a leadership development initiative that equips, energizes, and empowers younger United Church of Christ local church pastors to build vibrant congregations that change lives and further God's mission in the world. If you don’t know much about the initiative, please watch this video to see and hear participants describe the transformative experience.

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New EY Article: Why You Need a Financial Plan

Building your financial future is like building a skyscraper: both require planning. This EY article offers tips for how you can build a well-thought-out financial strategy, regardless of your net worth or household income level.

End of Year Processing

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IMPORTANT NOTE: Please be advised that any paper financial requests (such as withdrawals or distributions) received after 12:00 noon EST on Tuesday, December 21, 2021, will be processed on Monday, January 3, 2022. If you want to perform any distribution for 2021, you must submit your request before the December 21, 2021 deadline.

Any fund reallocations or balance transfers made on the website must be submitted by 12:00 noon EST on December 31, 2021. The website will close at noon. No transactions will be able to be transacted after this time for 2021. The website will reopen on January 1, 2022.

If you have any questions, please contact Member Services at 1.800.642.6543.

New Effective Date Policy

GettyImages 995353918Beginning January 1, 2021, the Pension Boards' policy will be to accept only current or future dates on all benefit forms submitted to effect any benefit enrollment or change for our members. Retroactive effective dates will no longer be accepted. Look for additional communications regarding this change in coming weeks.