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PBUCC's Member Education Conference Call/Webinar Series, scheduled the second Wednesday of every month, offers members an opportunity to learn more about benefit plans and programs and have their questions answered by knowledgeable Pension Boards staff.

Conference Calls/Webinars begin at Noon (Eastern Time)

Dial-in Member Education Conference Calls:

To participate in a telephone only conference (please refer to the schedule below to see which events are phone only and which are webinars), use the toll-free AT&T dial in number 1.800.700.7784. Once the call is connected, there will be a prompt to enter an access code: 140050. The same dial-in number and access code will be used for all telephone-only calls. TTY callers, dial: 1.800.855.2881. Look for more information on upcoming calls and topics in your e-mail inbox.

If you are unable to participate, an audio recording of each telephone conference is available for one month following the call at: 1.800.475.6701, access code: 140050. You may also download or listen to past recordings below.

Online Member Education Webinars:

To participate in a webinar (please refer to the schedule below), you will need:

  1. a computer with Internet access (to view the presentation), as well as
  2. a phone(for audio and the Q&A segment).

Webinar registration information, including a link to WebEx, our online conferencing service, will be e-mailed to members whose e-mail addresses are on file and posted below as the webinar date approaches. Your e-mail invitation will contain a link to the WebEx registration site. Once you have registered, you will receive a confirmation and instructions for logging in and dialing in on the day of the event.

Please note that the dial-in phone number provided by WebEx for Member Education webinars is not the same as the number listed above for the telephone-only conferences. You will not be able to connect to the audio portion of a webinar using the AT&T conference call number.

For more information on PBUCC's Member Education program, call 800.642.6543, ext. 2712.


Upcoming 2010 Conference Calls/Webinar

  

Wednesday, September 8, 2010(WebEx)
Understanding your Retirement Annuity
This webinar will help retirees, and members nearing retirement to understand how their accumulation account is converted to an annuity, and how that annuity may change after retirement.  It will also discuss how the annuity option elected may provide for a named joint annuitant or beneficiary after the retiree's death.

 

Wednesday, October 13, 2010
Topic - TBD
 

Wednesday, November 10, 2010(Conference Call)
The Effect of the Heath Care Reform on the FSA
Learn about important changes brought about by Health Care Reform.

 

Wednesday, December 8, 2010(WebEx)
Open Enrollment for the Optional Life Insurance Benefit
Employed participants in the Life Insurance and Disability Income (LIDI) Plan can purchase additional term life insurance for themselves and their dependents at low group rates.

 

  

2010 Past Conference Calls/Webinar

  

Wednesday, August 11, 2010(WebEx)
Benefits information for New(er) Members
Have you been in the Annuity Plan for 10 years or less?  Join us for a discussion about what you should be doing now to plan for retirement.  We’ll also discuss some important things you should know about your other benefits. You may download the PowerPoint Slides by right clicking here and selecting download. Or click here for a playback of the webinar.

 

Wednesday, July 14, 2010(Webex)
Health Reform and UCC Health Plans
Learn about the impact of the new health reform on the UCC health plans. Click here for a playback of the webinar


 

Wednesday, June 9, 2010(Webex)
Asset Allocation and the TAD funds
Learn how the TAD funds can make it easy to manage the allocation of your retirement dollars among the various investment funds offered by the Annuity Plan – UCC.

 

 

 

Wednesday, May 12, 2010(Conference Call)
Information for Employers on the Tax-Sheltered Annuity (TSA)
Churches and other UCC employers can offer their lay and clergy employees a valuable benefit at no cost.  Learn how your employees can save for retirement (and save on taxes) through payroll deductions deposited to a TSA account in the Annuity Plan – UCC.  Click here to listen or download

Wednesday, April 14, 2010(Conference Call)
Medicare Supplement Plan
Learn details and benefit information about this Plan, and have your questions answered. We'll discuss making the transition from the UCC (Non-Medicare) Medical Plan to the UCC Medicare Supplement Plan. Click here to listen or to download

 

Wednesday, March 10, 2010(Conference Call)
Vision Open Enrollment and Wellness Program
Open enrollment for the Vision Benefit Plan begins April 1, 2010. Learn details and benefit information about this plan. Also, we'll discuss improvements to the Healthy Stewards Wellness Program (MyHealthIQ) for participants of the UCC Non-Medicare Health Plan. Click here to listen or to download

Wednesday, February 10, 2010(WebEx)
Navigating the Website for Retirees
Learn how to find information and use tools on the Website that are helpful to retirees.
Click here for a playback of the webinar

 Wednesday, January 13, 2010(WebEx)
Allocation of Future Contributions and Fund Reallocation
Learn how to complete the form online as well as a discussion on understanding your investment options.
Click here for a playback of the webinar

2009 Conference Calls/Webinars

  

Wednesday, December 9, 2009
Open Enrollment for Flexible Spending Account
and Option Life Insurance
Click here to listen or to download

 

Wednesday, November 11, 2009
Tax-Deferred contributions to the Annuity Plan (WebEx)
Click here for a playback of the webinar

Wednesday, October 14, 2009
Annuity Estimate Calculator (WebEx)
Click here for a playback of the webinar

 

Wednesday, September 9, 2009
A tour of the Pension Boards’ website (WebEx)
Click here for a playback of the webinar

Wednesday, August 12, 2009
Changes to the Equity and Balanced Annuities Effective 10/1/09
Click here to listen or to download

 Wednesday, July 8, 2009
Christmas in July
Join us for a discussion of the financial safety net for UCC active and retired clergy and lay employees. Supplementation continues to be provided for small annuities, health premiums, emergency grants and Christmas Checks for low income retirees. The primary source for funding is the Christmas Fund Appeal, both during advent and through the Christmas in July Appeal. Click here to listen or to download

Wednesday, June 10, 2009
The Annuity Fund
Learn how the Annuity Fund pays benefits when you retire, terminate employment, or die before retirement.
Click here to listen or to download

 

Wednesday, May 12, 2009
Tax Withholding for Annuitants
Please join us for a discussion of the new federal tax withholding which became effective April 1, 2009, as a result of the Stimulus Bill. We will also discuss the information available to annuitants on thePension Board’s website. Click here to listen or to download

Wednesday, April 8, 2009
myhealthIQ
Last year, the UCC Medical Benefits Plan introduced myhealthIQ, an enhanced wellness program for UCC (Non-Medicare) Health Plan participants. Call to learn more about the cash incentives that are available this year. Click here to listen or to download

 Wednesday, March 11, 2009
Vision Plan Open Enrollment & Long Term Care
Open enrollment is offered by the UCC Medical Plan through Vision Service Plan (VSP). You can learn details and beneficial information about this plan. Also, learn about the Long Term Care plan, which has open enrollment now through April 14, 2009.
Click here to listen or to download

Wednesday, February 11, 2009
Tax Return and Retiree Housing Allowance & Long Term Care We will discuss the 1099-R and how retired clergy can claim up to 100% of their annuity benefit and distributions from the Retirement Savings Account as Housing Allowance. Also, learn about the Long Term Care plan, which has open enrollment now through April 14, 2009. Click here to listen or to download

 Wednesday, January 14, 2009
Tax-Sheltered Annuity (TSA) & Long Term Care
Adding to your retirement savings has its tax advantages and will increase your income at retirement. Call in to the learn more about how you can take advantage of the TSA. Also, learn about the Long Term Care plan, which has open enrollment now through April 14, 2009. Click here to listen or to download
   

2008 Conference Calls

  
Wednesday, May 14, 2008
Life Insurance and Disability Plan – Disability Benefits
We discussed the Short-Term Disability (STD) and the Long-Term Disability (LTD) coverage, and how your Health and Pension Plans operate while you are receiving disability benefits.
Click here to listen or to download
 

Wednesday, July 9, 2008
Investment Funds Discussion
Learn more about the Annuity Fund’s eight investment funds and their performance in a discussion with Catherine Waterworth, Chief Investment Officer. Click here to listen or to download

Wednesday, August 13, 2008
New 403 (b) Regulations
New regulations impose onerous responsibilities on churches that sponsor 403(b) plans outside the Pension Boards’ Annuity Fund. Learn how the Pension Boards can help relieve churches of that burden. Click here to listen or to download
 

Wednesday, September 10, 2008
Medical Plan Improved to Cover Hearing Aids
In an effort to provide you with improved benefits, the UCC Medical Benefits Plan added coverage for hearing aids on September 1, 2008. Click here to listen or to download

   

 

 

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