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Pension and Financial Planning

Compass (effective 1/1/2026)

Compass is an account-based defined contribution retirement plan for eligible clergy of The United Methodist Church (UMC) designed to help clergy optimize their retirement income with the ability to leave their account balance to their beneficiaries. Through shared responsibility, clergy accumulate an account balance during their active ministry and have flexibility to receive their income during retirement.

• Compass Overview
• Compass Participant FAQs

Watch a video overview of Compass with Wespath's Peter Hang (Recorded from 2025 Annual Conference).

Long Term Disability and Death Benefit Plan

• CPP Summary Plan Description
• CPP Benefit Summary (2023)

Pension (CRSP to sunset 12/31/2025)

• 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)

Personal Retirement Savings Plan

• UMPIP At-a-Glance
• UMPIP Summary Plan Description
• UMPIP Contribution Election 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 and health plans account management 

If you have any questions about pension and financial planning, please contact Julie Valeski at julievaleski@unyumc.org or at (315) 898-2001.