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

55

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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17

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20

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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: benefits@cpg.org

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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