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Pension and Financial Planning

Pension

• Pension Plan Changes (eff. 1/1/2014)
• UNY Implementation of CRSP/UMPIP Changes (eff 1/1/2017)
• CRSP At-a-Glance 
• CRSP Summary Plan Description
• CRSP Brochure (as amended by General Conference 2012)

Long Term Disability and Death Benefit Plan

• CPP Summary Plan Description
• CPP Benefit Summary (2017)
• CPP Benefit Summary (2016)

Personal Retirement Savings Plan

• UMPIP At-a-Glance
• UMPIP Summary Plan Description
• UMPIP Contribution Election Form 
• Billing Change Form
• Investment Election Form
• Designation of Beneficiary for Retirement and Welfare Plans – Participant 

Other Resources

• Ernst & Young Financial Planning Services
• Benefits Access portal - participant retirement plan account management 

If you have any questions about pension and financial planning, please contact Julie Valeski, Benefits Administrator, at (315) 898-2000 or julievaleski@unyumc.org.