Affiliated Benefits Program | Annual Reports | Assistance Program | Benefits Plan |
Conversations on the Church Series | Death Benefits | Dental Program |
Disability Benefits | Giving Opportunities | Investment Reviews | Medical Benefits |
Other Publications | Report of Management | Retirement | Salary Studies |
Taxes, Administration, Dues, and Rates

Affiliated Benefits Program

• Affiliated Benefits Program pamphlet (abp-200)
• Affiliated Benefits Program Employer Provisions (abp-201)
• Comparing the Affiliated Benefits Program to Traditional Coverage of the Benefits Plan (abp-202)
• Comparing the Affiliated Benefits Program to Your Current Plan (abp-203)
• Affiliated Benefits Program - Questions and Answers (abp-204)
• Affiliated Benefits Program overview (abp-205)
• Affiliated Benefits Program Deductibles and Copayments 2009 (abp-600) 
• Affiliated Benefits Program Employer Contact List (abp-603)
• Affiliated Benefits Program - Disability Benefits (abp-604)
• Affiliated Benefits Program - Death Benefits (abp-605)
• Retirement Savings Plan-Affiliated Benefits Program (abp-606)
• Affiliated Benefits Program - Long-term Care Insurance (abp-608)
• Affiliated Benefits Program - Supplemental Death Benefits (abp-609)

Annual Reports

• 2009 Annual Report

• 2008 Annual Report

• 2007 Annual Report

• 2006 Annual Report

• 2005 Annual Report

Assistance Program

• The Assistance Program of the Board of Pensions Fact Sheet
• The Assistance Program - Church Bulletin Insert (fdd-204)

• Student/Clergy Indebtedness, Policy Draft  

• Presbyterian CREDO Brochure (cre-604)

• Presbytery Candidate Indebtedness, Policy Draft

• Seminary Debt Program helps support the pastor of a small church (stb-600)

• Small rural church ends its 10-year wait for a pastor (stb-601)

• Shared Grant Program helps family cope with daughter's cancer (stb-603)

• Seminary Debt Program helps young pastor couple (stb-607)

• Seminary Debt Program helps pastor through career transition (stb-608)

• Housing Supplement helps pastor's widow (stb-609)

• Assistance Program helps retired minister continue to serve (stb-610)

• Assistance Program helps widow meet expenses (stb-617)

• Seminary Debt Program helps pastors stay local (stb-618)

• Assistance Program helps a pastor weather two storms (stb-622)

• Shared Grant success story: One year later (stb-623)

• Housing Supplement keeps assisted living within reach for former missionary (stb-624)

• Middle Governing Body Grant Program Samples

Benefits Plan

• Benefits Plan Document (pln-100)

• Benefits Plan Highlights 2009 (pln-200)

• Benefits Plan Overview (pln-203)

• Your Benefits as a Member Couple (pln-104)

• Benefits for Tentmakers and other Part-Time Ministers
  of the Presbyterian Church (U.S.A.) (pln-211)

• Benefits Plan and Divorce: A Guide for Members,
  Spouses, and their Attorneys (pln-106)

• Traditional Coverage Quick Facts (pln-201)

• Continuing Coverage at Termination of Eligible Service (pln-205)

• Commissioned Lay Pastor (pln-207)

• Community Nature of the Benefits Plan (pub-205)

Conversations on the Church Series

• Encouraging Generosity in Difficult Times in the Presbyterian Church (U.S.A.) (pub-506)

• Report on Clergy Recruitment and Retention  (pub-500)

• Conversations on Candidacy  (pub-500a)

• Supporting Mid-career Pastors of the Presbyterian Church (U.S.A.)  (pub-501)

• Transitions in Ministry of the Presbyterian Church (U.S.A.)  (pub-502)

• Growing Healthy Churches in the Presbyterian Church (U.S.A.)  (pub-503)

• Here is the church, Here is the tall steeple, Look inside and... ?  (pub-504)

• Presbyterian Leadership - Reflections on Leadership Renewal in the Presbyterian Church (U.S.A.)  (pub-505)

Death Benefits

• Death Benefits  (dbn-100)

• Supplemental Death Benefits (odb-100)

Dental Program

• Optional Dental Benefits - PPO Dental Program (med-106)

• Optional Dental Benefits - Passive PPO Dental Program (med-107)

• PPO Benefits Schedule

• Passive PPO Benefits Schedule

• DMO Booklet-Certificate

• DMO Schedule of Benefits

• Dual Option (PPO and DMO) Benefits Schedule

Disability Benefits

• Disability Benefits (dsb-100) 

Giving Opportunities

• Grow Christ's Church (pub-221)

• Estate Planning with a Purpose (fdd-202)

• Assisting Retirees through Housing Supplements (fdd-600)

• Assisting Church Workers with Shared and Emergency Grants (fdd-601)

• Assisting Retirees through Income Supplements (fdd-602)

• Assisting Seminary Students with Educational Debt (fdd-603)

• Dedicating Your Gift (fdd-604)

• Planning Giving with Retirement Plan Assets (fdd-605)

• Planned Giving with Bequests, Securities or Life Insurance (fdd-606)

• Namesakes: $50,000 Seminary Debt Assistance (fdd-609)

• Namesakes: $2 Million Seminary Debt Assistance (fdd-610)

• Namesakes: $200,000 Retirement Community Entrance Fee Assistance (fdd-611)

• Help Care Response Card (fdd-701)

• Providing Benefits and Assistance - Funds Development Insert (pub-601)

• Funds Development Brochure (fdd-201)

• Principles of Funds Development

Investment Reviews

• 2010 Midyear Investment Review
• 2009 Investment Review
• 2009 Midyear Investment Review
• 2008 Investment Review
• 2008 Midyear Investment Review
• 2007 Investment Review

Medical Benefits

• 2009 Relief of Conscience (ROC) Plan Report
• Guide to Your Healthcare Benefits For Medical Plan members (med-119)
• Your Healthcare Benefits in Brief
• 2010 Drug Formulary
• 2010 Medical Plan at a Glance (med-608)
• Medical Plan Changes Mailing (med-218)
• Medical Continuation Program (med-101)

• Medicare Supplement Benefit (med-102)

• Mayo Clinic Tobacco Quitline Brochure (med-210)

• Beltone Group Plan for Better Hearing

• HIPAA - Questions and Answers

• HIPAA Privacy Notice

• Is your dependent child age 21 or older?

• Seminary Student Medical Coverage

• Sample Seminary Student Cover Letter

• Davis Vision Brochure

• Preparing Living Wills & Healthcare Powers of Attorney (pub-104)

• International SOS - How to Obtain Medical Assistance Worldwide (pub-202)

• Preventive Healthcare Schedule

• Health Stewardship Incentive: IRS Tax-Qualified Healthcare Expenses

Other Publications

• Clergy Colleague Groups Brochure (pub-210)

• PAHSA Directory 

• Benefits Connect: A Guide for Retirees, Survivors, and Disability Recipients

• Education Seminars brochure (edu-200)

Report of Management

• 2009 Report of Management
• 2008 Report of Management

Retirement

• Administrative Fee for the Retirement Savings Plan Frequently Asked Questions (pub-610)

• Retirement Savings Plan - Summary Plan Document (ors-100)

• Retirement Savings Plan - Official Plan Document (rsp-100)
  Effective January 1, 2009

• Retirement Savings Plan – Official Plan Document (for Non-Church-Controlled Organizations) (rsp-101) Effective January 1, 2009

• Planning to Retire (pen-103)

• Education Seminars (edu-200)

• Retirement Pension and Survivor Benefit Summary Plan Document (pen-102)
• The Social Security Leveling Option (pen-601)
• Domestic Relations Orders for the Pension Plan, Sample Draft

• Domestic Relations Orders for the Retirement Savings Plan, Sample Draft

• Post-Retirement Service Rules - Questions & Answers

• Housing Allowance Letter (from Tax Guide)

• Federal Tax Savers Credit for Retirement Plan Contributions

• The Retirement Savings Plan Enrollment Kit

• Step-by-Step Enrollment Guide to the Retirement Savings Plan

• Final 403(b) Plan Regulations Employer Frequently Asked Questions

• Using the Retirement Savings Plan For Manse Equity Allowances (pub-608)

• Special Tax Notice Regarding Distributions from the Retirement Saving Plan

• Aging Well: Theological Reflections on the Call and Retirement

• Joint and Survivor Options Frequently Asked Questions (pen-602)

Salary Studies

• Clergy Effective Salaries Compared by Synod

• Clergy Effective Salaries Compared by Congregation Size and Years of Service

• Salaries in the Parish Ministry 2010 Salary Study

• Salaries in the Parish Ministry 2009 Salary Study

• Median Salaries and Dues Minimums and Maximums for 2011

• Median Salaries and Dues Minimums and Maximums for 2010

Taxes, Administration, Dues, and Rates

• Severance Arrangements under the Traditional Program Questions & Answers

• Tax Guide for Ministers & Churches (main text) (tax-000)

• Tax Guide for Ministers & Churches, Forms and Examples,
  Senior Minister (tax-100)

• Tax Guide for Ministers & Churches, Forms and Examples,
  Retired Minister (tax-101)

• Federal Reporting Requirements for Churches (tax-001)

• Understanding Effective Salary (pln-103)

• Housing Allowance Letter (from Tax Guide)

• Benefits Administration Handbook for Churches and Employing Organizations (pln-111)

• Dues Schedule 2010

• Tax preparor finds Tax Guide a valuable resource (stb-605)

• Finance Director enjoys the convenience of BoardLink  (stb-606)

• BoardLink saves time, reduces cash flow worries (stb-614)

• BoardLink ensures better cash flow control (stb-615)

• Social Security and the Benefits Plan for Ministers and Churches (pen-207)

• A Pastoral Letter to Candidates Regarding (Participation in) Social Security

• Vacancy Dues Help Fill Need

• USERRA - Questions and Answers