UU Employers Compensation and Benefits Knowledge Base  Unitarian Universalist Organizations Retirement Plan (UUORP)  Employer Resources

    Employer Resources

    • How do we know if we have an Employer Participation Agreement (EPA) with the UU Retirement Plan, and how do we make elections and changes?
    • What information should we include in our personnel manual about the UU Retirement Plan as an adopting organization?
    • What steps should I follow when onboarding any new W2 employee?
    • How do I direct my employees to complete their enrollment?
    • Why must I enroll all W2 employees 18+ years in the Plan? Some only work a few hours a week.
    • How is Compensation defined in the Plan?
    • How is an Hour of Service defined in the Plan?
    • How do we know how much to remit for employer contributions? Will we be invoiced?
    • When are contributions due?
    • What are Matching Contributions?
    • What is Auto-Enrollment and how is it done?
    • How do we report retirement plan contributions on an employee W2?
    • What are some of the most common operational errors when administering the Retirement Plan?
    • How do we avoid and correct errors?
    • How do we terminate an employee's participation in the Plan?
    • Where can I find the Department of Labor (DOL) Lost Earnings Calculator?
    • How do we determine what contributions are owed for a deceased employee?
    © UUA Office of Church Staff Finances (OCSF)
    English (United States)
    • English (United States)