Educational Resources

The Retiree Paperwork Day covers all you wanted to know about retiring but failed to ask. We are here to help you. The handout have been mailed to those who were unable to attend, and they are also available below. Click here for the Retiree Paperwork Day video.

1. PowerPoint from the session

2. Moving Documents

3. Retiree Recognition Instructions for Annual Conference

If you need assistance, please contact the following resource people:

Clergy/Non-Clergy Budget Compensation Reports

Beginning with 2022, appointed clergy and lay pastors must utilize the Excel driven Clergy Budget Compensation Reports. This form will complete all calculations for you including Direct Invoice for the church’s share (employer share) of the pension and medical benefits. Detailed instructions are included on each form to help you. The employee share of the Insurance rates did not change for 2022 For the rate schedule, click here. Remember that if you list premiums, FSA, DCA or the H S A, you must utilize the conference system and the payments must come from the church whether by A C H (draft) or by check. Otherwise, the church Treasurer will have to do the correct computations when preparing the W-2 form. Below is a link to the 2022 forms and the new video with instructions on preparing the forms.

  2022 Clergy Compensation Form

  2022 Non-Clergy (Lay) Compensation Form

3 "L" Academy    

In the past, the Mississippi Conference Board of Pension sponsored a two-day educational session where we assisted clergy in modeling and teaching the United Methodist commitment to fully utilizing their time, talents, gifts, service, and witness.  During that session we explored new ways of doing stewardship and teaching generosity.  

Until that time we can get together again, we have the following videos that we believe will assist you in learning the important details about your benefits as clergy.  We hope you will register for the Academy in the spring as soon as we are able to set the date.  More to come about that. 

           1.   Clergy Benefits:  Who is covered and at what cost to whom?”

           2.   The Basics of the Wespath Clergy Retirement Plans 

                       a.    Defined Benefit vs Defined Contribution plan

                       b.    Different plans you might have - Pre 82   MPP   CRSP   UMPIP

                               ​Clergy Retirement Security Program

                               Ministerial Pension Program

                               Pre 82 Pension Plan

                               United Methodist Personal Investment Plan

                       c.    How does the new rules of moving affect the clergy retirement plans?

                       d.    Life Stage Investing

                       e.    Benefits at a Glance: Annuities—What a Retiree Should Know

                       f.     Benefits at a Glance: MPP and Annuitization—What You Need to Know

           3.   Comprehensive Protection plan (for those ¾ time and full time)  

                            Disability and Death Benefits

           4.   EY Financial Planning Services

                       a.   Are you ready and able to retire? 

                       b.   Do you have a plan to get there?

                       c.   Leaving your money with Wespath.

           5.   Benefits Access

                            Navigating it with ease  

           6.   Medical Benefits Program for the Clergy and their Family

                       a.  Active Plan

                       b.  Retiree Plan

Local Church Administry Training

The financial leadership training provides counsel and guidance to strengthen the administrative and financial abilities of the local church treasurer, financial secretary, finance committee members, church business administrators and church Trustees. Topics covered are human resources, treasurer and pastor parish issues, statistical reporting, connectional giving, finance committee responsibilities, budget preparation, financial secretary duties and hints, treasurer responsibilities  and reporting, internal controls ,disciplinary requirement, auditing requirements and changes, and trustees responsibilities of the legal body as well as required work of it.

The following videos will help in each of the various areas. Click on the name on the video and it will appear. Please call if you need any other assistance.

• Full Video

These are supplemental videos related to the Local Church Administry Training.  They are done in small segments so that you can quickly get to the area in which you need resourcing.  The videos are as follows:

1.  Administry Intro
2.  Administry  (Part 1 Finance Committee)   
3.  Administry  (Part 2 Internal Controls)  
4.  Administry  (Part 3 Budget Preparation)  
5.  Administry  (Part 4 Human Resources) 
6.  Administry  (Part 5 Financial Secretary)   
7.  Administry  (Part 6 Treasurer)  
8.  Administry  (Part 7 Auditing)  
9.  Administry  (Part 8 Statistical Reporting)
10.  Administry  (Part 9 Connectional Giving)
11.  Administry  (Part 10 Trustees)   
12.  Administry  (Part 11 Parsonage Standards)  
13.  Administry  (Part 12 Conference Assistance Program)  
14.  Administry  (Part 13 Training Wrap Up)