In-The-Know (Employer Newsletter)

A quarterly e-newsletter for UCC Employers that is designed to keep you “in-the-know” concerning member benefits, updates, resources, and information about PBUCC plans, programs, and services.

Each quarter, the Pension Boards’ Member Services Department will provide you with information on matters concerning your monthly bills; upcoming enrollments; webinar events; tax issues; compliance updates; PBUCC news and program updates; plus, so much more.

We encourage your questions and feedback. Email us: This email address is being protected from spambots. You need JavaScript enabled to view it..


2025

Winter 2025

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Empower Your Employees to Take a Proactive Approach to Their Wellbeing

The new year has begun, and it is the perfect time for you to encourage your employees to set fresh goals, plan, and take action for their overall health and financial wellness. Helping your employees take a proactive approach to wellbeing can boost productivity, reduce stress, and create a positive workplace culture.

Click here to view the newsletter.


2024

Fall 2024

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Fostering Self-Care and Good Health

In this issue of In-the-Know, I invite you to share the wellness articles, health plan and benefits enrollment opportunities, and our monthly live events, which encourages your employees to stay on track with their overall wellbeing.

Click here to view the newsletter.


Summer 2024

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Your Role in Your Employees’ Financial and Health Wellbeing

A few highlights in this issue: Share and read the Pension Boards’ latest Sustainability Report, themed, “Why Sustainability Matters,” and learn how we responsibly invest assets on your behalf that benefit both people and the planet; Read and share several articles on updating your beneficiaries regularly, setting up an emergency fund, and estate planning; Share new video tutorials that provide step-by-step guidance on how to change retirement contributions, update beneficiaries, and more; Share financial worksheets to help employees manage their budget, track their cash flow, and manage their debt; Learn about international travel medical coverage, and ways to stay fit this summer; Register for upcoming webinars.

Click here to view the newsletter.


Spring 2024

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PBUCC Can Help Improve Your Employee’s Financial Wellness at Every Stage of Their Career

As an employer, you understand the importance of financial wellness for your employees. However, your employees may not always prioritize improving their financial wellness as they spend their lives serving others and the greater good, whether it's serving the church or in institutions of care. Your employees may also find it hard to ask for help or guidance since they are usually the ones in the driver’s seat helping others.

Click here to view the newsletter.


Winter 2024

2024 Starting Line

Start the Year Off Right for Your Employees!

We are starting the year off right by focusing on you and your employees’ needs! We are excited to present this fresh look and easy-to-navigate newsletter that will deliver the latest Pension Boards updates, insights, and news directly to your inbox. We encourage you to share this news and information with your employees.

Click here to view the newsletter.


2023

Fall 2023


Summer 2023


Spring 2023


Winter 2023


2022

Fall 2022


Summer 2022


Spring 2022


2021

Winter 2021


Fall 2021


Summer 2021


Spring 2021


2020

Winter 2020


Fall 2020


Summer 2020


Spring 2020

Fireside Chats

Welcome to the Pension Boards' Fireside Chat Series where we explore several faith and finance topics of interest to you with staff and guests.


Fireside Chat Series: Episode #11 - Sustainable Balanced Fund





Fireside Chat Series: Episode #10 - How Annuity Changes Are Made





Fireside Chat Series: Episode #9 - Target Annuitization Date (TAD) Funds Update





Fireside Chat Series: Episode #8 - Basic and Participating Annuities





Fireside Chat Series: Episode #7 - Impacts of the SECURE Act





Fireside Chat Series: Episode #6 - United Church Board for Ministerial Assistance

A conversation between the Rev. Dr. Jim Moos, Executive Director, Faith and Finance Ministries and the Rev. Krista Betz, Director of Ministerial Assistance.





Fireside Chat Series: Episode #5 - Target Annuitization Date (TAD) Funds

A conversation with Minoti Dhanaraj, Senior Analyst/External Investments, about the benefits of Target Annuitization Date (TAD) Funds for Annuity Plan members in the accumulation phase.





Fireside Chat Series: Episode #4 - Communications Update

Rev. Dr. Martha Cruz, Communications and Church Relations Officer, discuss how the Pension Boards is communicating with members during the pandemic.





Fireside Chat Series: Episode #3 - Health Plan Updates

An interview with Faith and Finance Director Rev. Jim Moos and Health Services Representative Jennifer Markewitz, where we share information about the Pension Boards’ expanded health care coverage during the pandemic.





Fireside Chat Series: Episode #2 - Financial Markets Update

An interview with Chief Investment Officer David Klassen, in which he provides a commentary on financial markets.





Fireside Chat Series: Episode #1 - An Update from President and CEO Brian Bodager

Interview with CEO Brian Bodager and Rev. Jim Moos, Executive Director of Faith and Finance Ministries.

Generations: A Journal of Faith and Finance

The Pension Boards’ mission statement affirms our unique ministry of providing services to the church “from the intersection of faith and finance.” Generations reflects this core principle of our identity and will be a place to explore ideas growing out of that intersection.

We will publish two issues per year—in the fall and spring—and will be sharing the viewpoints of writers from a variety of experiences and perspectives, from the worlds of faith and finance, religion and economics. While our own perspective is rooted in the United Church of Christ, you will find ecumenical and interfaith content here as well.

We welcome your feedback!

Please email suggestions, comments, and letters to the editor to This email address is being protected from spambots. You need JavaScript enabled to view it..

What topics would you like to see addressed in future issues of Generations? Answer this brief survey and let us know. Generations is published bi-annually in the fall and spring. To subscribe, please email This email address is being protected from spambots. You need JavaScript enabled to view it.


2024

Summer 2024




2023

Winter 2023




Spring 2023




2022

Fall 2022




Spring 2022




2021

Fall 2021




Spring 2021


2020

Fall 2020

2018 Annual Report

To request a print copy of the Annual Report, contact This email address is being protected from spambots. You need JavaScript enabled to view it.. Please include your name and postal mailing address in the request.

2017 Annual Report

 

To request a print copy of the Annual Report, contact This email address is being protected from spambots. You need JavaScript enabled to view it.. Please include your name and postal mailing address in the request.

Newsletters and Resources

Communicating transparently with members is a core value of the Pension Boards-United Church of Christ. The Pension Boards keeps members informed through:

  • Annual Reports - organizational and investment reports; audited financial statements
  • Generations - A Journal of Faith and Finance
  • In-The-Know Employer Newsletter - a quarterly update from the Pension Boards, with information on benefits plans and programs for members who are actively employed
  • Schedule of Investments - reports of the Pension Boards' investment holdings
  • Podcasts - Faith and Finance in Action podcast focuses around topics of interest to you, our church, and our world.
  • Fireside Chats - Video series during this time of rapid change and uncertainty.

Annual Reports

Organizational and investment reports; audited financial statements.

 

 

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2023 Annual Report Online Magazine

2023 Annual Report PDF (To request a print copy of the Annual Report, contact This email address is being protected from spambots. You need JavaScript enabled to view it..)
2023 Financial Statements

 

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2022 Annual Report Online Magazine

2022 Annual Report PDF (To request a print copy of the Annual Report, contact This email address is being protected from spambots. You need JavaScript enabled to view it..)
2022 Financial Statements

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2021 Annual Report Online Magazine

2021 Annual Report PDF (To request a print copy of the Annual Report, contact This email address is being protected from spambots. You need JavaScript enabled to view it..)
2021 Financial Statements