In order to continue to participate in the UUA Retirement Plan, every UUA congregation or UU employer must adopt the provisions of the 2014 Plan Restatement. To do so, the governing board of each participating employer must have done these three things before 6/30/14:

  • pass an adoption motion
  • submit the 2014 Employer Participation Agreement
  • receive confirmation from the UUA.

Congregations/Organizations failing to complete these steps by June 30, 2014 will not be able to submit contributions on behalf of their employees as of July 1.

Information related to changes in the retirement plan and the actions required by 6/30/14 was distributed by the UUA Office of Church Staff Finance to all participating employers and individual employees November 20, 2013, with reminders from various sources since. Complete information is also available through the UUA website at

UUA Compensation Consultant for the Pacific Western Region, Peter Henrickson (member, UU Church of Vancouver, WA) also provided a summary of changes and an overview of necessary actions – see his December 2013 message here.

If your congregation is currently enrolled in the UUA Retirement Plan, please be sure your 2014 Employer Participation Agreement has been submitted to the UUA Office of Church Staff Finances. If you need assistance, contact Linda Rose, Acting Director, UUA Retirement Plan. She can be reached at or by phone at 617-948-4265.