Today is July 4, 2008

United Methodist Personal Investment Plan (UMPIP)

The United Methodist Personal Investment Plan (UMPIP) plan provides a retirement savings plan for eligible clergy and employees of The United Methodist Church and affiliated organizations. The plan is designed to provide participants with one piece of their overall retirement portfolio.

UMPIP is a defined contribution retirement plan. You may make tax-deferred contributions through payroll deductions. Your contributions, and any contributions your plan sponsor may make on your behalf, comprise your retirement account balance. Your account accumulates earnings from investments among the General Board's selection of funds.

Who Is Eligible?

You are eligible to participate in UMPIP if you are an employee of a UMPIP plan sponsor and you meet certain eligibility requirements noted on the UMPIP adoption agreement. Your plan sponsor will offer you an opportunity to enroll once you are eligible to participate.

For More Information

For complete eligibility and plan information, please refer to the UMPIP Summary Plan Description, available through OASIS. The following will also provide you with additional information about UMPIP:

  • Hark Newsletter
    Hark provides insight on matters that may affect participants in our retirement plans.
  • How to Read Your Account Statement
    A brochure describing how to read your quarterly statement of account.
  • IRS Form W-4P
    Use Form W-4P to tell the General Board how many personal allowances you are claiming on your pension or annuity distribution.
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