Retirement Savings Plan toolkit
The Retirement Savings Plan toolkit includes resources for employers to share with their employees so they can better understand — and get the most from — their benefits through the Board of Pensions. See more toolkits.
Materials in this toolkit can help you enroll eligible employees in the Retirement Savings Plan of the Presbyterian Church (U.S.A.). You can also share materials with employees to increase participation in the Retirement Savings Plan and help them reach their retirement savings goals. Employees can find additional information about the Retirement Savings Plan in Member guidance.
Enrolling employees in the Retirement Savings Plan | Retirement Savings Plan enrollment guide (Fidelity) | Retirement Savings Plan Salary Deferral Agreement | Guide to Your Retirement Savings Plan | Retirement Savings Plan newsletter items | NetBenefits mobile app flyer | NetBenefits brochure | Target Date Funds flyer and infographic | Navigating Volatile Markets flyer | Retirement Savings Plan Employment Change
Enrolling employees in the Retirement Savings Plan
Follow these step-by-step instructions to enroll your employees in the Retirement Savings Plan.
Enrolling employees in the Retirement Savings Plan
Retirement Savings Plan enrollment guide (Fidelity)
This guide provides information for employees who are enrolling as a new participant in the Retirement Savings Plan, including how to get started and how to determine investments that are right for them.
Retirement Savings Plan enrollment guide (Fidelity)
Retirement Savings Plan Salary Deferral Agreement
Employees complete this form and return it to their employer to enroll as a new participant in the Retirement Savings Plan.
Retirement Savings Plan Salary Deferral Agreement
Guide to Your Retirement Savings Plan
This detailed booklet provides Retirement Savings Plan participants with comprehensive information about how the plan works.
Guide to Your Retirement Savings Plan
Retirement Savings Plan newsletter items
Use this content in your internal newsletter or email it to your employees who are eligible to participate in the Retirement Savings Plan.
Retirement Savings Plan newsletter items
NetBenefits mobile app flyer
This flyer includes information about downloading the Fidelity NetBenefits app and managing participants’ Retirement Savings Plan accounts anytime, anywhere.
NetBenefits brochure
Distribute this brochure, available in English and Spanish, to introduce employees to NetBenefits and its tools for account management, working towards goals, and improving financial wellness.
NetBenefits brochure (English)
NetBenefits brochure (Spanish)
Target Date Funds flyer and infographic
Share this flyer and infographic to help employees understand how target date funds work and how to choose one to support long-term savings.
Navigating Volatile Markets flyer
This flyer can help guide employees on how to stay focused during market ups and downs and make smart long-term investment decisions.
Navigating Volatile Markets flyer
Retirement Savings Plan Employment Change
Employers complete this form and submit it to the Board of Pensions if an employee who participates in the Retirement Savings Plan moves from one PC(USA) employer to another or terminates service with a PC(USA) employer.