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Supporting Retirement Success · 2020. 3. 6. · CPG Resources for Retirees 29 Church Pension Group...
Transcript of Supporting Retirement Success · 2020. 3. 6. · CPG Resources for Retirees 29 Church Pension Group...
The Rev. Laura V. Queen
Assistant Vice President
Education & Wellness
October 1, 2019
Episcopal Business Administration Conference
Supporting Retirement Success
Welcome!
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Supporting Retirement Success
Featuring The Rev. Jerry and Ruth Nedelka
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How Does the Church Pension Group Support Retirees?
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Retirement
benefits
Chaplains to
the Retired
Conferences
that support
retirees
Online tools and
communications
Retirement Benefits
*Eligibility requirements may apply.
CPG Retirement Benefits
Pension
• Monthly
• Christmas check
• COLA increases
Surviving Spouse*
• Monthly Pension
• Medical Benefit
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Cleric*
• Retiree Life Insurance
• RSVP–403b Savings plan
Medical Trust*
• 65+ Medicare Supplement
(Health Plan for eligible
cleric and spouse)
• EyeMed – Amplifon – Silver
Sneakers – UHC Global –
EAP – Health Advocate
Chaplains to the Retired
Chaplains to the Retired
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“The ministry to the retired clients of
CPG is designed to support and enrich
the spiritual, intellectual, social, and
physical needs of the retired.”
Chaplains to the Retired
Appointed by the Bishop
Critical Clients
• Host Enriching Your Retirement luncheons in their diocese
• Meet annually either Provincially or Nationally
• Provides support for spouses and beneficiaries
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Chaplains to the Retired
Chaplains to the Retired
• 193 in 2014
• 271 in 2019
Number of Beneficiaries in 2019
• 8,235 Retirees*
• 2,723 Surviving Spouses*
10*CPG 2019 Annual Report
Provinces of the Episcopal Church
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2016 to 2018 Triennium
Chaplain to the Retired Coordinators
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The Coordinators
• Provide service in their province
• Assists with annual gathering
communications, planning, and
leadership
• Review plan and benefit
updates at annual meeting
Chaplains to the Retired Programs
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2017
Do The
Remembering MeThe Rev. Collette
Banchan-Wood
2018
The CFPB
Money Smart for
Older Adults (Fraud Prevention Training)
2019
StoryCorps
Conferences that Support Retirees
Enriching Your Retirement
Enriching Your Retirement (EYR)
Visit 20 dioceses per year
Logistics with assistance
from Chaplains
Four-hour luncheon
• The Clergy Pension Plan
• Medicare Supplement
Health Plan
• Legacy planning
Diocese of Michigan
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Diocese of East Tennessee
Diocese of Western New York
Enriching Your Retirement from 2014–2018
17Source: CPG research databases
Enriching Your Retirement 2019
When will we visit your diocese?
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Western
Massachusetts
Long Island Central Florida,
East Carolina,
Louisiana
North Carolina,
Southwestern Virginia
Southeast Florida,
Tennessee,
Western North Carolina
Indianapolis
Michigan,
Western Michigan
Texas,
Oklahoma
Alaska
CREDO
CREDO
CREDO helps invited active and retired clergy
by presenting a holistic approach to wellness
for mind, body, and spirit. Participants
examine and evaluate their health in these
areas:
• Spiritual
• Vocational
• Physical and Emotional Health
• Financial
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Provincial Retiree Gathering
Provincial Retiree Gathering (PRG)
Based on the CREDO model of
clergy wellness, the five-day
program will focus on the areas of:
• Spiritual
• Financial
• Physical Health
• Psychological Health
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PRG 2020—Where are we going?
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Province VII
March 30 – April 3
San Antonio
Texas
Province IV
March 2-6
Clearwater
Florida
Province II
October 19-23
Lake George
New York
Province III
September 21-25
Annapolis
Maryland
Spring Autumn
Online Resources:
eLearning and Communications
Online Resources (eLearning)
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Clergy Housing AllowanceThe Church Pension Fund
Clergy Pension Plan
SMART: Five Key Ways to
Make Your Goals More Effective
Launch Course
Online Resources (eLearning)
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Nutrition:
Your Next Meal
Resilience: Stacking
the Odds for Wellness
SMART: Five Key Ways
to Visioning: See Your
Way to Wellness
Launch Course
Facing Dementia:
Important information
for care givers and
older adults
Communications
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Health and Wellness News Retirement Email CampaignMonthly Publications
By the Numbers
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208
565
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180168
570
170 180202 203
124105
Chaplains Enriching Your Retirement(EYR)
Provincial Retiree Gathering(PRG)
Welcome to RetirementeLearning
(15 welcome
emails per month)
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CPG Resources for Retirees
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Church Pension Group
19 East 34th Street, NY, NY 10016
(800) 223-6602
Website: cpg.org
Client Services
Monday – Friday
8:30 AM – 8:00 PM ET
(excluding holidays)
(866) 802-6333
Email: [email protected]
Church Pension Group Online
Learning in one place, giving
you the whole picture in a way
that’s easy to understand and
take advantage of.
Website: cpg.org
Questions & Answers
Important Disclosures
This information is provided for general informational purposes only and is not intended as financial, investment, legal, tax or other
professional advice. Neither The Church Pension Fund nor any of its affiliates (collectively, the “Church Pension Group”) provides, and none
of this information is intended to be or should be viewed as, financial, investment, legal, tax or other professional advice.
In the event of a conflict between the information presented today and the official plan documents, the official plan documents will govern.
The Church Pension Group retains the right to amend, terminate or modify the terms of any benefit plans described in this presentation at
any time, without notice and for any reason.
You should not depend solely on this information in making any decision that will affect your personal financial, retirement or tax situation or
before investing in any product. You should contact your own professional advisor prior to making any such decision and for details on how
such decisions will affect your personal legal and
tax situation.
Unless otherwise noted, websites referenced herein that are outside the cpg.org domain are not associated with the Church Pension Group,
and the Church Pension Group is not responsible for the content of any such website.
The information presented here does not take into account the investment objectives, financial situation or retirement needs of particular
individuals. It is important that you consider this information in the context of your personal risk tolerance, investment and retirement goals.
The Church Pension Fund plans to continue to provide the Medicare Supplement subsidy. However, given the rising cost of medical care
coupled with the uncertainty regarding the structure of Medicare in the future, this should not be viewed as a guarantee of the Medicare
Supplement subsidy in perpetuity.
Life insurance is issued by Church Life Insurance Corporation; 19 East 34th Street, New York, NY 10016 (“Church Life”). Life insurance
policies contain exclusions, limitations, and restrictions for keeping them in force. For complete details of coverage, including exclusions,
limitations and restrictions, the actual policy or certificate should be consulted.
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#2019CPGEBAC
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