Retirement & Pension

Planning for the Future

The Indiana Conference values the future financial security and well-being of its members. To make saving for retirement easier, Indiana Conference partners with Wespath Benefits and Investments (formerly the General Board of Pensions and Health Benefits) which administers the pension plans for United Methodist clergy and lay staff: Clergy Retirement Security Program (CRSP) for Clergy and United Methodist Personal Investment Plan (UMPIP) for clergy and lay employees.

For retirement, savings and investment resources provided by the General Board or to access your account information, please visit www.wespath.org

Get Connected

Learn

We provide resources and education to help our clergy make confident decisions about their financial futures.

Read

We value the future security and well-being of both our clergy and our lay employees through the United Methodist Personal Investment Plan (UMPIP). Read more to see if you’re eligible.

Evaluate

Not sure if you’re ready for retirement? Our retirement checklist can help.

Retirees Staying Connected

In retirement, you continue to be in relationship with the INUMC as a member (for those who are ordained). Your membership extends to voting rights, access to pension and benefits assistance, and connectional input through service on boards and committees. To retain your good standing, The 2016 Book of Discipline ¶357.5 states that all retirees are asked to declare a Charge Conference Membership and file an annual report on all pastoral functions performed throughout the year.

Additionally, according to The 2016 Book of Discipline ¶357.6, should a retiree desire to serve a local UM church in retirement, the appointment comes through a conversation with your Conference Superintendent, with approval from the Bishop.

Those desiring to serve, and/or those currently serving outside the denomination in retirement, are also expected to seek confirmation of that ministry setting with your Conference Superintendent, for Bishop’s approval. In either case, to serve in good standing with our Conference, you need to discuss your service plans with your Conference Superintendent before making a commitment to any local context of ministry/church whether within or outside the UMC.

Please take a moment to complete the Annual Report of the Retired Minister and follow the directions for filing the report AND mailing it to the Conference Center. To access the form, click the button below.

As a member in good standing with our Indiana Conference of the United Methodist Church, we look forward to supporting you as you continue to serve at God’s direction. If you would like to talk about how God may be calling you serve our Connection in retirement, please contact your Conference Superintendent or Rev. Shannon Stringer, Director of Leadership Development.

Events

From time to time, the Indiana Conference partners with Wespath to put on retirement seminars, during which representatives can answer all of your questions. Seminars are held in March and April. Check out the calendar page to see if any seminars are coming up.

Resources

TitleMinistry CategoryResource Typehf:tax:resource_types
Benefits Information Contact ListClergy ResourcesTools & Assessmentstools-assessments
Clergy Retirement Security Program (CRSP) at a GlanceAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Contribution Election FormAdmin & Financial ServicesTools and Formstools-and-forms
CPP GuideAdmin & Financial ServicesTools and Formstools-and-forms
HRA FAQ SheetAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Non-Coersion Medicare LetterAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
Participants Nearing Medicare Eligibility- Age 65 or Medicare Disabled Considerations for HSA PlansAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
Retired Clergy Annual ReportAdmin & Financial Services, Clergy Resources, Clergy SupportClergy Reporting & Assessments, Tools and Formsclergy-reporting-assessments tools-and-forms
Steps to Retire ChecklistAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
UMPIP at a GlanceAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
UMPIP Educational SlidesAdmin & Financial Services, Clergy SupportTools and Formstools-and-forms
UMPIP formAdmin & Financial ServicesTools and Formstools-and-forms
VIA Benefits Open Enrollment Information & Medicare UpdatesAdmin & Financial Services, Clergy SupportTools & Assessmentstools-assessments
What Are Defined Contribution and Defined Benefit Pension Plans?Admin & Financial Services, Clergy SupportWebinars & Educational Videoswebinars-educational-videos

For More Information, Contact:

Our Benefits Team

benefits@inumc.org