United Methodist Personal Investment Plan

The United Methodist Personal Investment Plan (UMPIP) plan provides a retirement savings plan for eligible clergy and employees of The United Methodist Church and affiliated organizations.

UMPIP is a defined contribution retirement plan. You may make tax-deferred contributions through payroll deductions. Your contributions, and any contributions your plan sponsor may make on your behalf, comprise your retirement account balance. Your account accumulates earnings from investments among the General Board's selection of funds.

Who is eligible?

You are eligible to participate in UMPIP if you are Clergy or Laity of a UMPIP plan sponsor and you meet certain eligibility requirements established by your plan sponsor. Your plan sponsor will offer you an opportunity to enroll once you are eligible to participate.

The local church is the plan sponsor for clergy and laity within the church. For Clergy appointed to an Extension Ministry, the employer may become the plan sponsor and therefore will be responsible to enroll eligible participants.  The General Board of Pensions will send out a monthly bill directly to the plan sponsor for those participants enrolled in the plan. 

For additional information regarding UMPIP, please download UMPIP Brochure.

Downloads

UMPIP Brochure At-a-Glance
UMPIP Getting Started
UMPIP Enrollment Form
Designation Form of Beneficiary for Retirement and Welfare Plans-Participant
UMPIP Billing Change Form
UMPIP Before-Tax and After-Tax Contributions Agreement
UMPIP Investment Election Form

 

1001 Wickapecko Drive, Ocean, NJ 07712-4733
Phone: (732) 359-1000 | Toll free: (877) 677-2594 | Fax: (732) 359-1009
Email: info@gnjumc.org | © Greater NJ Conference UMC

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