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Booklets and Publications

    
      




Annual Reviews
Number TITLE AND DESCRIPTION
PUB-110Annual Review 2016
PUB-111Financial Report 2016
FDD-206With Appreciation 2016
PUB-110Annual Review 2015
pub-111Financial Report 2015
FDD-206With Appreciation 2015


Assistance Program
Number TITLE AND DESCRIPTION
fdd-204The Assistance Program


Benefits Plan
Number TITLE AND DESCRIPTION
med-230Benefits Plan at a Glance 2018
med-231Annual Enrollment Quick Start Guide for 2018 Benefits
pln-700Annual Enrollment for 2018 Benefits Postcard
pln-618Guide to Selecting 2018 Benefits
pln-600A Theology of Benefits
PLN-601Overview of the 2017 Benefits Plan
PLN-100The Benefits Plan of the Presbyterian Church (U.S.A.) 2017
PLN-6032017 Benefits Plan Summary
pln-106The Benefits Plan and Divorce
pln-203The Benefits Plan Offers Financial Protection and Security (Korean)
pln-205Continuing Coverage at Termination of Eligible Service
Financial Soundness of the Pension Plan of the Presbyterian Church (U.S.A.)
pln-606Benefits Connect Quick Start Guide for Employers
pln-607Benefits Connect Quick Start Guide for Employees


Benefits Plan Amendments
Number TITLE AND DESCRIPTION
2016 Report of Benefits Plan Amendments Cover Letter
2016 Report of Benefits Plan Amendments
Plan Amendments


Board Bulletins
Number TITLE AND DESCRIPTION
The Board Bulletin – Fall 2017 (Korean)
The Board Bulletin – Fall 2017 (Spanish)
The Board Bulletin – Summer 2017 (Korean)
The Board Bulletin – Summer 2017 (Spanish)
The Board Bulletin – Spring 2017 (Korean)
The Board Bulletin – Spring 2017 (Spanish)
The Board Bulletin – Fall 2016 (Spanish)
The Board Bulletin – Fall 2016 (Korean)
The Board Bulletin – Summer 2016
The Board Bulletin – Summer 2016 (Korean)
The Board Bulletin – Summer 2016 (Spanish)
The Board Bulletin – Spring 2016
The Board Bulletin – Spring 2016 (Korean)
The Board Bulletin – Spring 2016 (Spanish)
The Board Bulletin - Fall 2015
The Board Bulletin - Fall 2015 (Korean)
The Board Bulletin - Fall 2015 (Spanish)
The Board Bulletin - Summer 2015
The Board Bulletin - Summer 2015 (Korean)
The Board Bulletin - Spring 2015
The Board Bulletin - Spring 2015 (Korean)


Board University
Number TITLE AND DESCRIPTION
edu-005Assembling Important Papers Worksheet
edu-008Selecting a Professional Financial Planner
edu-009Personal Financial Budget Worksheet (Monthly/Annual Spending Plan)
edu-011Information To Give to a Financial Planner
edu-010Insurance Needs Analysis Worksheet
EDU-200Board University Education Resources


Case Studies
Number TITLE AND DESCRIPTION
pln-608Case Studies
pln-609Case Studies: Installed Pastor
PLN-610Case Studies: Interim Pastor
PLN-611Case Studies: Presbytery Executive
PLN-612Case Studies: Part-Time Stated Supply
PLN-613Case Studies: Emerging Ministry Leader, Employed
PLN-621Case Studies: Emerging Ministry Leaders and Self-Employment
PLN-614Case Studies: Full-Time Christian Educator
PLN-615Case Studies: Full-Time Music Director
PLN-616Case Studies: Part-Time Day Care Program Director
pln-620Case Studies: Presbytery Stated Clerk


Conversations on the Church Series
Number TITLE AND DESCRIPTION
pub-500Report on Clergy Recruitment and Retention (2004)
pub-500aConversations on Candidacy of the Presbyterian Church (U.S.A.) (2010)
pub-501Supporting Mid-Career Pastors of the Presbyterian Church (U.S.A.) (2006)
pub-502Transitions in Ministry of the Presbyterian Church (U.S.A.) (2008)
pub-503Growing Healthy Churches in the Presbyterian Church (U.S.A.) (2009)
pub-504Here is the church, Here is the tall steeple, Look inside and... ? (2009)
pub-505Presbyterian Leadership: Reflections on Leadership Renewal in the Presbyterian Church (U.S.A.) (2009)
pub-506Encouraging Generosity in Difficult Times in the Presbyterian Church (U.S.A.) (2010)
pub-507Building Church Leadership: Using Coaching Models (2011)


Death Benefits
Number TITLE AND DESCRIPTION
dbn-100Death Benefits


Demographic Studies
Number TITLE AND DESCRIPTION
Demographic Study: 2012 RBC
2010-2011 Board of Pensions Demographic Study


Dental Plan
Number TITLE AND DESCRIPTION
med-1232017 PPO and Passive PPO Dental Plans
DMO Dental Plan
DMO Dental Schedule of Benefits
Passive PPO Dental Plan
Active PPO Dental Plan
Active Dental PPO - Dental Benefits Summary
DMO Dental Benefits Summary
Passive Dental PPO - Dental Benefits Summary


Disability Benefits
Number TITLE AND DESCRIPTION
dsb-100Disability Benefits


Dues and Rates
Number TITLE AND DESCRIPTION
PLN-2122018 Quick Facts and Dues Schedule
PLN-2122017 Quick Facts and Dues Schedule
Vacancy Dues help fill need for retirees' healthcare


Healthcare Reform
Number TITLE AND DESCRIPTION
med-631Worksheet To Determine Total Employee Count
med-634Preparing for the Employer Mandate: Requirements for Large Employers To Provide Health Coverage
pub-806Patient Protection and Affordable Care Act Early Retiree Reinsurance Program
MED-623New Health Insurance Marketplace Coverage Options and Your Health Coverage (from the Board of Pensions)
Sample Cover Letter to Employees for Exchange Notice
MED-622Affordable Care Act State Healthcare Marketplace Resource
med-630Affordable Care Act Timeline


HIPAA/Privacy
Number TITLE AND DESCRIPTION
pub-803Privacy Policy
pub-804Health Insurance Portability and Accountability Act (HIPAA) Privacy Notice


Investment Reviews
Number TITLE AND DESCRIPTION
2016 Investment Review
2015 Investment Review
2014 Investment Review
2014 Midyear Investment Review
2013 Investment Review
2013 Midyear Investment Review
2012 Investment Review
2012 Midyear Investment Review
2011 Investment Review
2011 Midyear Investment Review
2010 Investment Review
2010 Midyear Investment Review
2009 Investment Review
2009 Midyear Investment Review
2008 Investment Review
2008 Midyear Investment Review
2007 Investment Review
2007 Midyear Investment Review


Medical Benefits
Number TITLE AND DESCRIPTION
2018 Preventive Schedule
2017 Preventive Schedule
med-647Ignite Your Life Coaching Q & A
med-1192018 Guide to Your Healthcare Benefits
med-1192017 Guide to Your Healthcare Benefits
MED-229Answer the Call to Health
med-6432018 Key Provisions: PPO & EPO
med-6432017 Key Provisions: PPO & EPO
med-644Key Provisions: PPO
med-6452018 Key Provisions: EPO
med-6452017 Key Provisions: EPO
med-6352018 PPO Deductibles and Copayment Maximums
2018 PPO and EPO Summary of Benefits and Coverage
2017 PPO Summary of Benefits and Coverage
2017 EPO Summary of Benefits and Coverage
BCBS Global
CHIP / State Premium Assistance Program Model Notice
pub-104Preparing Living Wills and Healthcare Powers of Attorney
Glossary of Health Coverage and Medical Terms (for SBC)
pln-701Important Notices
6 Reasons To Sign Up for Teladoc
Emergency Resources - Hurricane Irma
Emergency Resources - Hurricane Irma: Miami Resources
Call to Health Poster
Consejería Personal de Ayuda al Empleado (Triple-S)
Personal Counseling of the Employee Assistance Program (Triple-S)
EAP brochure – We Can Help You With That (Cigna)
Call to Health on Your Mobile Device


Medicare/Medicare Supplement Plan
Number TITLE AND DESCRIPTION
med-6122018 Guide to the Medicare Supplement Plan for Retired Members
med-6112018 Choosing Healthcare Coverage at Retirement
pub-807Medicare Part D Creditable Coverage


Other Publications
Number TITLE AND DESCRIPTION
pub-618Board of Pensions Logo Background
Proudly Introducing Our President-Elect
Aging Well: Theological Reflections on the Call and Retirement
Articles of Incorporation of The Board of Pensions of the Presbyterian Church (U.S.A.)
Bylaws of The Board of Pensions of the Presbyterian Church (U.S.A.)
Draft Sample Presbytery Candidate Indebtedness Policy
USERRA Questions & Answers
2013 Relief of Conscience (ROC) Plan Report


Prescription Drug Program
Number TITLE AND DESCRIPTION
2018 Drug Formulary (for Active and Disabled Members)
2017 Drug Formulary (for Active and Disabled Members)
2018 Drug Formulary (for Medicare Supplement Members) (159 pages)
2017 Drug Formulary (for Medicare Supplement Members) (99 pages)
2018 Drug Exclusion List
2017 Drug Exclusion List
Step Therapy Grid (for Medicare Supplement Members)


Press Releases
Number TITLE AND DESCRIPTION
Board of Pensions Uncovers Fraud Scheme
Board of Pensions Issues Statement on Housing Allowance Ruling
Board Extends Prayers, Assistance Information to Harvey Victims
Board of Pensions Names Vice President, Growth Strategies and Solutions
Healthcare Bill Won’t Diminish Essential Features of Church Medical Plan
Board of Pensions Commits $100 Million to Environmental Markets
Martha H. Reisner Named Church Consultant in Mid-Atlantic Region
Presbyterians Can Now Invest Fossil Fuel-Free!
Board of Pensions Sets More Conservative Long-Term Return Assumption for Portfolio
New Board of Pensions Vice President, Education Is Minister and Teacher
New Board of Pensions VP of Church Relations Deeply Rooted in Church
New Executive Team Streamlines Decision Making at Board of Pensions
Elizabeth M. Little Named Church Consultant in Charlotte, N.C.
Two Agencies of Presbyterian Church (U.S.A.) Receive $1 Million Grants from Lilly Endowment
Presbyterian Foundation, Board of Pensions Forge Pioneering Partnership
Board of Pensions Announces Ordination of its President, Frank Spencer
Board of Directors of Board of Pensions PC(USA) Names Frank Spencer as President-Elect


Retirement and Pension Plan
Number TITLE AND DESCRIPTION
pen-102The Pension Plan
pen-103Planning To Retire: Your Benefit Options at Retirement
ors-100Retirement Savings Plan
Retirement Savings Plan of the Presbyterian Church (U.S.A.) (Fidelity Enrollment Guide)
Retirement Savings Plan Universal Availability Notice
pen-604Will There Be an Experience Apportionment?
Retirement Savings Plan of the Presbyterian Church (U.S.A.) (Fidelity Enrollment Guide - Spanish)
RSP-202Retirement Savings Plan Reference Guide for Treasurers and Business Administrators
Special Tax Notice Regarding Distributions from the Retirement Saving Plan
pen-602Joint and Survivor Options Frequently Asked Questions
rsp-100Retirement Savings Plan of the Presbyterian Church (U.S.A.)
rsp-101Retirement Savings Plan of the Presbyterian Church (U.S.A.) (for Non-Church-Controlled Organizations)
pen-603Coverage and Benefits Options for Retired Plan Members
Take Advantage of the Federal Retirement Savings Tax Credit
Presbyterian Church (U.S.A.) Investment Options Performance
rsp-201Retirement Savings Plan (RSP) Comparison Guide
Special Tax Notice Regarding Pension Plan Lump-Sum Payments
Why Participate in the Retirement Savings Plan of the Presbyterian Church (U.S.A.)? (Fidelity)
rsp-612Enroll in and Manage Your Retirement Savings Plan


Salary Studies
Number TITLE AND DESCRIPTION
Salaries in the Parish Ministry 2017 Salary Study
2017 Clergy Effective Salaries Compared by Congregation Size and Years of Service
2017 Clergy Effective Salaries Compared by Synod
Salaries in the Parish Ministry 2016 Salary Study
2016 Clergy Effective Salaries Compared by Congregation Size and Years of Service
2016 Clergy Effective Salaries Compared by Synod
Salaries in the Parish Ministry 2015 Salary Study
2015 Clergy Effective Salaries Compared by Congregation Size and Years of Service
2015 Clergy Effective Salaries Compared by Synod
Salaries in the Parish Ministry 2014 Salary Study
2014 Clergy Effective Salaries Compared by Congregation Size and Years of Service
2014 Clergy Effective Salaries Compared by Synod


Tax-Advantaged Plans
Number TITLE AND DESCRIPTION
med-636Employer Guide to Tax-Advantaged Plans
Sample Employee Dues Share Only Plan Document for PC(USA) Employers (long version)
Sample Employee Dues Share Only Plan Document for PC(USA) (short version)
Sample Session Resolution
Sample Employee Dues Share with Health and Dependent Care Flexible Savings Arrangement Plan for PC(USA) Employers
Healthcare Dues-Only Plan: Employee Enrollment and Salary Reduction Agreement
Healthcare Dues-Only and FSA Plans: Employee Enrollment & Salary Reduction Agreement
Sample Health Reimbursement Arrangement Plan Document for PC(USA) Employers
FSA Plans: Employee Enrollment and Salary Reduction Agreement
Sample Health and Dependent Care Flexible Savings Plan
Sample Employee Dues Share and Health Flexible Savings Plan
Sample Health Flexible Savings Plan


Taxes and Administration
Number TITLE AND DESCRIPTION
Housing Allowance Letter
pln-111Benefits Administration Handbook for Churches and Employing Organizations
A Pastoral Letter to Candidates Regarding (Participation in) Social Security
pln-103Understanding Effective Salary
Social Security Tax Basics (Korean)
Frequent Tax Questions and Answers for Active Clergy
Frequent Tax Questions and Answers for Retired Clergy
Frequent Tax Questions and Answers for Treasurers, Administrators, Bookkeepers, and Others
TCIR-02State Average Premiums for Small Group Markets
enr-114Authorized Ecclesiastical Occupational Designations