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The UU Organizations Retirement Plan

Plan Restatement

The Unitarian Universalist Association (UUA) Board of Trustees approved a comprehensive restatement of the Unitarian Universalist (UU) Organizations Retirement Plan (hereafter “the Plan”). All Unitarian Universalist congregations, districts, regions, the national UUA office, and other UUA-related employers must submit a new Employer Participation Agreement to the UUA Retirement Plan Committee by June 30, 2014 if they wish to remain a participating employer in the Unitarian Universalist Organizations Retirement Plan (the “Plan). 

Employer/Congregations may implement the provisions of the revised Plan document effective as early as the first of the month (January 1, 2014 - July 1, 2014) following: 

  • acknowledgement from the UUA Retirement Plan Committee of receipt of the Employer’s new completed Participation Agreement and Retirement Plan Committee confirmation of the intended implementation date of the new Plan provisions for that Employer.

The date of implementation cannot be retroactive, and must be no later than July 1, 2014.

 Employer/Congregations which already participate with the Retirement Plan will operate under their current participation agreement until they have received acknowledgement and consent from the Retirement Plan Committee, including approval of the date of implementation.  

Congregations and UUA-related organizations not currently participating in the Plan may submit a Participation Agreement at any time. 

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Am I affected by Plan Restatement?

Yes, if you are:

  • an Active employee
  • a Participating Employer/Congregation

Less so, if you will not be re-employed by a Participating Employer and you are:

  • a former employee
  • a retired person
  • a survivor of a former plan participant

To Do Today

Congregations and Other Participating Employers to Review

Employees of Participating Employers to Review

  • Letter to Participants (PDF, 2 pages)
  • and the Annual Plan Notice, Summary Plan Description (SPD), and Background and Summary of Changes which were mailed to all participants and are available above.

Consider what actions you are taking to help ensure your own retirement readiness.

For more information contact ocsf @

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Tuesday, December 3, 2013.

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