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Empower your clergy and lay employees to build their financial future and take full advantage of their retirement benefits. Below are resources for you to download and use with your participants to encourage retirement savings. Please reach out to your Client Relationship Manager with any questions.
Flyer Image: Now is the Right Time to Save for Retirement

Flyer: Now is the Right Time to Save for Retirement

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Social Media Post #1

3 Reasons Why You Should Contribute to Your Retirement Plan

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Social Media Post #2

Don’t Leave Money on the Table

We can customize the match amount in the image to reflect your match percentage!

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Social Media Post #3

Save Today for a Brighter Future in Retirement

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UMC Clergy: Get Your 1% Match

Three Reasons to Contribute to Your Retirement Plan

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Contribution Election Form

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Content for Your Newsletter: Clergy Version

Clergy Eligible for UMPIP/CRSP take note—don’t miss this important retirement savings plan benefit! Did you know that as a clergy person in the United Methodist Personal Investment Plan (UMPIP)/ Clergy Retirement Security Plan (CRSP), you can earn an additional matching contribution into CRSP when you contribute a portion of your pay into UMPIP, a 403(b) retirement savings plan? For example, when you contribute 1% or more of your annual pay, your employer matches your contribution – up to 1% of your pay! Plus, by contributing a percentage of your salary, you will keep pace with any salary increases, boosting your savings over the long term. It’s an easy change to make that can help you build a more secure financial future in retirement. Speak with your employer or annual conference office benefits officer today or download, complete and provide them the Contribution Election form.