UU Organizations Retirement Plan

The Office handles enrollments and withdrawals, provides general information for some 1500 participants in the Association's 401(a) qualified retirement plan, and works with the Treasurer and others to review the provisions of the Plan and investment performance. The Plan has approximately $150 million in invested funds. n annual tax guide for new ministers.

• Retirement Plan Investment Options
• Summary of Retirement and Insurance Benefits
• Salary Reduction Agreement
• Substitute Remittance Form
• UU Organizations Retirement Plan
• UUA Retirement Plan Enrollment Instructions

Unitarian Universalist Association
25 Beacon St. | Boston, MA 02108 | 617-742-2100