Each participating employer in the UU Retirement Plan has an Employer Participation Agreement (EPA) on file with the Church Staff Finances. As a reminder, your EPA spells out the specific commitments you've made, including the employer contribution percentage you are offering to eligible staff. Be sure that you know where your EPA is kept and the elections you've chosen. (You'll need your EPA to complete the Benefits Tune-up Workbook.)
If your organization is newly considering adopting the UU Retirement Plan, please review the resources and steps outlined on the Sample Adoption/Implementation Calendar webpage for the UU Retirement Plan.
Once an EPA has been approved by our office, it stays in force unless or until the organization submits a new EPA and has it approved by the Retirement Plan Committee for the next fiscal year or calendar year. Amendments can only be implemented at the start of your organization's fiscal year or the Plan year (calendar year). Amendments must be submitted and approved at least 30 days prior to the requested implementation date to meet the IRS employee notification guidelines.
Amended agreements must be emailed to retirementplan@uua.org with a copy of the board resolution confirming the change.