EASTERN PA CLERGY GATHERING

1. EASTERN PA CLERGY GATHERING Fall 2013 MATURITY, MINISTRY, MISSION Bishop Peggy A. Johnson

3. 1 Corinthians 13: 4-7 Love is patient, love is kind, love is not envious or boastful or arrogant or rude. It does not insist on its own way; it is not irritable or resentful. It does not rejoice in wrongdoing but rejoices in the truth. Love bears all things, believes all things, hopes all things endures all things.

4. Patient MATURITY Kind Rejoices in the truth Bears all things Believes all things Hopes all things Endures all things

5. Envious Boastful IMMATURITY Arrogant Rude Insists on its own way Irritable Resentful Rejoices in wrongdoing

6. STRIVE FOR THE MORE EXCELLENT WAY

7. POTPOURRI OF ISSUES

8. POTPOURRI OF ISSUES Capital Campaign Human Relations Start a new worship service Vital Congregations

9. POTPOURRI OF ISSUES Laity Sunday Laity – UMM/UMW/Youth Conference Camps Mission Connexions

10. POTPOURRI OF ISSUES Missions: Congo Partnership, Imagine No Malaria, Haiti, Local outreach Native American Act of Repentance - 2016

11. POTPOURRI OF ISSUES Church Trial Incorporations Safe Sanctuaries – Computer clause

12. POTPOURRI OF ISSUES Parsonages Websites

13. Pre-Retirement Workshop November 7, 2014 Cornwall Manor If you are within 5 years of Retirement – this is for you! • 9 am – 10 am – Clergy Tax Session open to all • Mark Conner, Financial Planner & Educator • Pension Plans • Death Benefits • Social Security • One on Ones 11/6 @ Church of The Good Shepherd (1500 Quentin Road, Lebanon, PA 17042) by Appointment • Representative from Aetna - Medicare

14. PENSION CHANGES 1/1/2014 Ministerial Pension Plan (MPP) • Participants who set up their MPP benefits on or after January 1, 2014, must convert exactly 65% of their account balance to an annuity. • The remaining 35% can be rolled over to the United Methodist Personal Investment Plan (UMPIP), an IRA or another qualified employer retirement plan, or paid in cash in one lump sum. • This strengthens the assurance that annual conferences can adequately fund these annuities.

15. PENSION CHANGES 1/1/2014 Pre-82 Plan • No Past Service Rate may be decreased • Eliminates the requirement that the annual conference set the PSR to at least 0.8% of the Conference Average Compensation. • 2014 remains $502 (times years of service) • Conferences now required to fully fund the cost of any increase in PSR benefits before they take effect.

16. PENSION CHANGES 1/1/2014 Clergy Retirement Security Program • Eligibility • 100% Appointments • 75% Appointments • 50% Appointments • Less than 50% Appointments are NO LONGER eligible for this benefit.

17. PENSION CHANGES 1/1/2014 Clergy Retirement Security Program • Benefits • The multiplier has been reduced to 1% times of the Denominational Average Compensation (DAC) at retirement multiplied by years of service. • The Church will contribute 2% of compensation. (Mandatory) • In addition, the Church will match participant contributions to the United Methodist Personal Investment Plan (UMPIP)—up to 1% of compensation—and deposit those matching funds into participant CRSP DC accounts.

18. PENSION CHANGES 1/1/2014 Clergy Retirement Security Program • Benefits • Surviving Spouse Benefits: Currently, married retirees receive benefits of greater value than unmarried retirees because the Church subsidizes benefit continuation to clergy surviving spouses. Beginning 1/1/14, the initial dollar amount of the benefit paid to a married participant will be reduced to offset the value of spousal benefits.

19. PENSION CHANGES 1/1/2014 Clergy Retirement Security Program • Benefits • Disabled Adult Child Benefits: Currently, benefits cease upon the death of the participant and spouse. Beginning 1/1/14, participants may designate a disabled adult child as a secondary contingent annuitant. • The initial participant benefit will be reduced to pay for this extra benefit.

20. PENSION CHANGES 1/1/2014 Clergy Retirement Security Program Billing to local Churches Defined Benefit Defined Contribution 2% of Participant’s Compensation Match of up to 1% of Participant’s Compensation Compensation equals salary + housing • 100% Appt. = $6,005 • 75% Appt. = $4,503.75 • 50% Appt. = $,3,002.50

21. PENSION CHANGES 1/1/2014 United Methodist Personal Investment Plan (UMPIP)) • <50% Appointments • Churches are strongly encouraged to Participate in the United Methodist Personal Investment Plan (UMPIP) with an at least 2% contribution • Adoption Agreement through General Board • Billing direct from General Board • Options available for Local Church • Participant eligible to contribute

22. Clergy Benefits Academy November 18-20, 2013 Stockton Seaview Hotel, Galloway, New Jersey • By attending, you will: • Learn how to care for your financial, emotional and physical well-being with age-focused coursework; • Gain knowledge and information necessary to make confident decisions about your own personal situation; • Have an opportunity to participate in one-on-one consultations and get answers to your personal questions from a knowledgeable General Board staff member; and  • Earn continuing education units (CEUs). • $119.00 ($209.00 with spouse) by October 11, 2013. Registration after this date is $149.00 ($239.00 with spouse)

23. Health Care Open Enrollment 2014 • BSwift • On-line Open Enrollment • All Health Plan Options • Pre-Funding • Beneficiary Forms • EPA Health Care Website • FAQ’s, Forms and Resources • November 4, 2014

24. Shelby v5 Database • Implemented on 8/16/13 • Clean-up of Data ongoing • Journal will be from Connection Data • Remittances for Shelby will begin on 1/1/14 • Training for Remittance Process • On District • Webinar • Emailed Video and written instructions • Arena On-line Version coming in 2014

26. DATES TO REMEMBER

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29. DATES TO REMEMBER