Pensions

Space Still Available
for Spring Retirement Planning Seminar

The NC Conference Board of Pension will host its annual Spring Retirement Planning Seminar on April 3-4, 2008, at the Hilton Wilmington Riverside Hotel. The seminar starts at 12:00 pm on Thursday and will end at 2:30 pm on Friday. This event is open to any clergy 50 or older. If you are considering retirement in the next 6 months to 9 years, this event will include vital information for you. If you are just beginning to think about retirement in the next 10 to 15 years, this seminar will help you prepare for that "distant" event. Topics will include legal and financial planning, information regarding your pension and insurance benefits after retirement, and preparation for lifestyle and relationship changes. Download a copy of the brochure and registration form. Registrations are due by March 3, 2008. If you have questions or need further information, feel free to email or call her at 1-800-849-4433, ext. 225.

Minister's Transition Fund

Want to know the best kept secret in the Conference? It's the Minister's Transition Fund (MTF)! Any ministerial member of the NC Annual Conference who is serving full time in an Episcopal appointment (including NC Annual Conference Institutions) is eligible to enroll.

To see if you might benefit from participation in this plan, use the MTF Projection tool (MS Excel file). Download this file by clicking on the link with the right mouse button and selecting "Save Target As." Then, identify where the file should be saved on your computer's hard drive.

For more information refer to the BOP Report D, pages 327 - 336 of the 2005 Conference Journal or contact , ext. 225. Download the Enrollment and Beneficiary Designation form.

Pension Bills

Please review your bill carefully and contact (ext. 225) IMMEDIATELY if you have any questions concerning the amount, billing address, or pastor information.

Please remember:

Mail payments for bills FROM the Conference office TO the Conference lockbox at:

NC Conference/Pension Payments
PO Box 60342
Charlotte, NC 28260-0342

Send payments for bills FROM the GBOP TO the GBOP.

To have payments deducted automatically from a checking or savings account, complete the Pension EFT form (PDF format) and return it to the address at the bottom of the form.

NOTE: When filling out the Pension Worksheet, if Utilities and/or Travel allowances are paid directly to the pastor and ARE NOT VOUCHERED, these amounts will be included with cash salary for pension calculations.

Track Your Pension and
Personal Investment Funds Online

The General Board of Pension and Health Benefits (GBOPHB) has a system to track your Pension and Personal Investment funds or PIP. The Online Account Services Information System, known as OASIS allows you to track your PIP by fund through any period you choose. You may also change the current and future allocations of your PIP funds at any time.

Visit the GBOPHB home page or go directly to the OASIS login page.

For More Information

For additional information please contact , ext. 225.

Pension-related downloads are available on the Downloads page.