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

Compass Contribution Election Form- Start date is 1/1/2026

Compass at a Glance

• English

• Korean

• Spanish

Compass Waiver form

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

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)

CPP Summary Plan Description

CPP Benefit Summary (2023) 

UMPIP At-a-Glance

UMPIP Summary Plan Description

UMPIP Contribution Election Form

Investment Election Form

Designation of Beneficiary for Retirement and Welfare Plans – Participant  

Ernst & Young Financial Planning Services

Benefits Access portal - participant retirement and health plans account management