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Enrolling employees in the Retirement Savings Plan

Ready to enroll your employees in the Retirement Savings Plan of the Presbyterian Church (U.S.A.)? Here are step-by-step instructions.

Follow these steps to offer the Retirement Savings Plan to your employees and enroll them in the plan.

  • Adopt the Retirement Savings Plan. Your Employer Agreement automatically preselects Retirement Savings Plan participation for employees in the Congregational Pastors Package or Transitional Pastor’s Participation. For employees who are not enrolled in one of these packages, you will need to select Retirement Savings Plan for each applicable benefit group in your Employer Agreement. If you have not yet completed an Employer Agreement, call the Board of Pensions at 800-PRESPLAN (800-773-7752) (TTY: 711).
  • Encourage participation. Help raise awareness about the Retirement Savings Plan and the benefits of participating among your employees.
  • Employees elect to participate. Employees should log in to Benefits Connect to indicate that they want to participate in the Retirement Savings Plan. They will then receive an email from Fidelity Investments, the plan record keeper, with instructions for setting up their Fidelity account and specifying their investment choices.
  • Collect completed Salary Deferral Agreement forms from employees who want to enroll. Review for accuracy and give copies of completed forms to employees.
  • Keep the Salary Deferral Agreements for your files.
  • Initiate payroll process. Reduce or adjust employee pay as indicated on each completed Salary Deferral Agreement.
  • Start sending contributions to Fidelity. Follow the instructions in the Fidelity Simplified Contribution Platform (SCP) User Guide to remit Retirement Savings Plan contributions. The guide describes how to log in, select preferences, and set up bank account information.

Automatic enrollment/increase, which is available if your payroll system meets certain requirements, can help employees benefit from long-term retirement savings and increase the percentage of pay saved over time. To implement this feature, or if you have any questions related to the Retirement Savings Plan, call the Board of Pensions at 800-PRESPLAN (800-773-7752) (TTY: 711).


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