Adoption Agreements for 2018

Please complete and submit the following documents:

• By June 26—Grant Continuation and Approval Report, which was e-mailed to conferences on June 2, 2017
• By June 30—Adoption Agreement Supplement One—CRSP (Pre-82 Plan), indicating the Past Service Rate (PSR) and Contingent Annuitant Percentage for 2018 that were approved at annual conference, even if they have not changed from the 2017 rates

If you are making changes for 2018, please also complete and submit:

• By June 30—Adoption Agreement for the Clergy Retirement Security Program (CRSP), indicating conference elections for part-time and full-time clergy effective January 1, 2018
• By June 30—Adoption Agreement for Conference Sponsorship of Clergy in the United Methodist Personal Investment Plan (UMPIP), indicating conference elections for UMPIP sponsorship (participant and/or plan sponsor contributions) for any clergy effective January 1, 2018*

Please contact:

• Your plan sponsor manager with questions about the conference adoption agreements.
• Monique Jackson at 1-847-866-4021 or mjackson@wespath.org with questions about the grant report.

* UMPIP Automatic Features pilot sponsors—Wespath will send signature-ready UMPIP adoption agreements effective January 1, 2018 to conferences that are participating in the Automatic Features pilot group according to the timetable discussed with those conferences.

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