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Retirement Plan Summary Plan Descriptions

View summary plan descriptions and regulatory notices for Wespath-administered retirement plans and benefit programs.

Clergy Retirement Security Program (CRSP)

CRSP combines a monthly retirement benefit that you receive for life that is based on years of service to the Church with an account balance that provides flexibility. It also incorporates benefits from two predecessor plans: the Ministerial Pension Plan and the Pre-82 Plan. View the CRSP Summary Plan Description

Ministerial Pension Plan (MPP)

This plan was replaced by CRSP effective January 1, 2007. Details about MPP are contained in the CRSP Summary Plan Description.

Pre-82 Plan

This plan was replaced by MPP effective January 1, 1982. Details about Pre-82 Plan are contained in the CRSP Summary Plan Description

Retirement Plan for General Agencies (RPGA)

RPGA is a 403(b) plan for clergy and lay employees of United Methodist general agencies. Review the details of the RPGA Summary Plan Description

Horizon 401(k) Plan

Horizon is a 401(k) plan for employees of nonprofit and for-profit organizations.Details of the plan are discussed in the Horizon 401(k) Plan Summary Plan Description

United Methodist Personal Investment Plan (UMPIP)

UMPIP is a 403(b) retirement savings plan for clergy and lay employees of The United Methodist Church, general agencies and other Church-related organizations. View the UMPIP Summary Plan Description

Benefit Programs

HealthFlex

HealthFlex is a wellness-driven group health plan for United Methodist Church annual conferences and employer groups.

HealthFlex Summary Plan Description

Regulatory Notices

HealthFlex Notice of Privacy Practices

Comprehensive Protection Plan (CPP)

This plan for eligible clergy and their families provides death benefits, long-term disability income replacement and certain survivor benefits.

CPP Summary Plan Description

UMLifeOptions

UMLifeOptions provides long-term disability and life insurance coverage for eligible lay employees and their families as well as supplemental life insurance plans for eligible clergy.

UMLifeOptions Long-Term Disability highlights

UMLifeOptions Life Insurance Plan highlights

Clergy Supplemental Life Insurance Plan highlights

UMLifeOptions Optional Life Insurance Plan highlights

Via Benefits

This program helps eligible retirees, spouses and certain disabled participants select Medicare supplemental health coverage.

Via Benefits HRA Notice of Privacy Practices

Via Benefits website

Call 1-866-249-7785 for more information about offering Via Benefits.