2027 Employer Agreement

Prepare for your Employer Agreement in three simple steps | Support for Employer Agreement | Review and submit your Employer Agreement | More information about selecting benefits for 2027 | Offering the Retirement Savings Plan | New medical pricing requests | Moving employees to a different benefit group | Offering or discontinuing tax-advantaged accounts | Help with your Employer Agreement | Annual Enrollment for 2027 benefits

Prepare for your Employer Agreement in three simple steps

As you begin to consider your benefits offerings for next year, here’s how you can prepare to complete your 2027 Employer Agreement:

1. Review your current benefits offerings in Benefits Connect.
   
2. Discuss your organization’s needs and employee considerations for 2027 with your leadership team and decision-makers, as needed.
3. Confirm your employer representative and contact information in Benefits Connect.

Support for your Employer Agreement The Board of Pensions is committed to supporting you and your organization as you complete your Employer Agreement for 2027. If you need assistance, call us at 800-PRESPLAN (800-773-7752) (TTY: 711) and a highly skilled Employer Services representative will assist you.

Review and submit your Employer Agreement

Through Oct. 2, your 2027 Employer Agreement is available in Benefits Connect for you to review benefits options and pricing for next year.

• After logging in to Benefits Connect, select the blue Employer Agreements button to view your 2027 Employer Agreement.
• Your Employer Agreement will reflect your 2026 selections.
• You may make changes to the benefits you offer your employees for 2027 directly in Benefits Connect.
• Please submit your Employer Agreement after reviewing it and making changes. If you need to make changes to your Employer Agreement after you have submitted it, call the Board to speak to an Employer Services representative.

If you are not making changes to your benefits offerings for 2027, you do not need to submit your Employer Agreement in Benefits Connect. Your 2026 benefits selections will carry over to 2027 at the 2027 costs.

More information about selecting benefits for 2027

• For PC(USA) congregations and employers, including what’s new for 2027
• For PC(USA)-affiliated organizations, including what’s new for 2027

Offering the Retirement Savings Plan Employers who would like to offer the Retirement Savings Plan must select it within the Employer Agreement. If you would like to offer the Retirement Savings Plan to your employees for the first time, you can select it in your Employer Agreement in Benefits Connect. If you are offering the Congregational Pastors Package or Transitional Pastor’s Participation, the Retirement Savings Plan will automatically be selected. If the Retirement Savings Plan is the only benefit you offer through the Board of Pensions, you will need to log in to Benefits Connect and complete an Employer Agreement for 2027. Select the Retirement Savings Plan and submit your Employer Agreement.

New medical pricing requests

Call the Board as soon as possible to request pricing if you would like to offer the Medical Plan to employees who are not:

• enrolled in Transitional Pastor’s Participation or the Congregational Pastors Package
• already offered medical coverage in an existing benefits group

Pricing is established as national, community-rated, fixed pricing adjusted for each employer based on geography and the demographics of the employees being covered.

You will need to provide information about each employee. Requests typically take about three to five business days to process and must be completed prior to submitting your Employer Agreement.

Learn more about requesting new medical pricing.

Moving employees to a different benefit group

If you need to move employees to a different benefit group effective Jan. 1, 2027, you will need to complete an Employer Agreement Group Assignment data collection in Benefits Connect by Oct. 2. View the Manage/Add Participants section of the Benefits Connect Employer Quick Start Guide to learn how to start an Employer Agreement Group Assignment data collection.

Offering or discontinuing tax-advantaged accounts

If you choose to offer, or discontinue offering, tax-advantaged accounts through HealthEquity in 2027, take the following steps:

If you’re offering tax-advantaged accounts for the first time:

• Visit the HealthEquity Board of Pensions employer portal.
• Select Notify HealthEquity in the New employer group? section.
• Complete the New Business Information form.
• When asked for your health insurance carrier, enter Board of Pensions.

If you’re continuing or discontinuing to offer tax-advantaged accounts:

• Log in to the HealthEquity Board of Pensions employer portal.
• Complete the applicable renewal or discontinuation process.

For questions about offering or discontinuing tax-advantaged accounts through HealthEquity, contact HealthEquity Employer Services by calling 866-382-3510 or emailing employerservices@healthequity.com.

Help with your Employer Agreement

These resources are available if you need help completing and submitting your Employer Agreement:

• Schedule a virtual 1:1 with an Employer Services representative, available on select dates in September. During this 20‑minute session, the representative will answer your questions and assist you in completing your 2027 Employer Agreement.
• Watch this video tutorial to learn how to submit your 2027 Employer Agreement.
• For quick reminders or a broad overview on how to make your benefits selections in Benefits Connect, review Employer Agreement for 2027 Benefits. To access this e-learning, log in to Lifelong Learning, and search for Employer Agreement. Learn more about accessing Lifelong Learning.

Annual Enrollment for 2027 benefits Benefits Plan members on your staff will have their annual opportunity to elect benefitsMonday, Oct. 19, 2026, through Friday, Nov. 6, 2026. Reviewing and submitting your Employer Agreement for 2027 benefits will ensure that they have a successful Annual Enrollment.