403 (b) Retirement Plan

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Welcome! Whether you’re ready to enroll or a seasoned contributor, our Retirement Page is your go-to hub for important features, benefits and updates related to your Orthodox Presbyterian Church (OPC) 403(b) Retirement Plan.

OPC 403(b) Educational Center


Enrollment

Interested in enrolling? Watch the video to learn more about important plan details and features of the OPC 403(b) Retirement Plan.

Investment Selection

Watch the video to learn more about your investment options and how you can make updates to your investment selection.

Retirement Insights 2020

Learn what two Wipfli Financial Advisors have to say about maximizing your retirement savings. Includes info on the new SECURE Act.

Housing Allowance FAQs

Have questions about the housing allowance? Here are some common questions ministers have asked in the past.

OPC Housing Allowance

The CMC has designated the housing allowance for the 403(b) Retirement Plan be set at $1,850 per month (or $22,000 annually) for the calendar year 2020 and beyond.

The housing allowance designation applies to the 403(b) Retirement Plan distributions for any ordained retired recipient, provided that such housing allowance is not to exceed the actual expenditures for housing, utilities, maintenance, repairs and other expenses related to providing a house.

Employee Contribution

Special Tax Notice

Enroll in the OPC 403(b) Retirement Plan

STEP 1
New Participants ONLY

If this is your first time enrolling, please complete the following forms:

Registered Participants who are currently enrolled or who have at one time participated in the OPC 403(b) Plan can skip these forms.

As always, you can contact Katie Stumpff, Administrator at 215-935-1027 if you need any help.

STEP 2
Set Up Your Employer Contribution

The 403(b) Retirement Plan allows participants to set up Employer Contributions, Employee Contributions, or both.

This section will help you set up your Employer Contribution.

Skip to Step 3 if you’re only interested in making an Employee Contributions.

STEP 3
Set Up Your Employee Contribution

The 403(b) Retirement Plan allows participants to set up Employer Contributions, Employee Contributions, or both.

This section will help you set up your Employee Contribution.

Skip this step if you’re only interested in making an Employer Contribution.

Interested in rolling your 403(b) or IRA into the OPC Retirement Plan?

You can keep your current retirement account or rollover your current retirement account into the OPC 403(b) Plan. Click below to find out if you’ll be eligible for a rollover.

Download the Rollover Certification

Submission by Email or Fax

Email all your scanned paperwork to: [email protected]

Fax completed documents to our office:
215-830-0350

Submission By Mail

Committee on Ministerial Care
Attn. Katie Stumpff
607 Easton Rd, Bldg E
Willow Grove, PA 19090-2539

Submission by Email or Fax

Email all your scanned paperwork to: [email protected]

Fax completed documents to our office:
215-830-0350

Submission By Mail

Committee on Ministerial Care
Attn. Katie Stumpff
607 Easton Rd, Bldg E
Willow Grove, PA 19090-2539

Interested in rolling your 403(b) or IRA into the OPC Retirement Plan?

You can keep your current retirement account or rollover your current retirement account into The OPC 403(b) Plan. Click below to find out if you’ll be eligible for a rollover.

Download the Rollover Certification

Have Questions?

Want more information about making or changing contributions to your plan?

Email Katie Stumpff

Quarterly statements, plan distributions or other plan administrative items.

Contact Deb Teske

Fill Out Your 2020 ACH Authorization Forms

2020 ACH Authorization for Employer/403(b) Contributions

This form confirms how much and when contributions from your local church (employer) should be remitted to the retirement plan, through the Willow Grove office. These contributions take place via ACH, and this form requests important banking details for making these transactions.

2020 ACH Authorization for Employee/403(b) Contributions

This form confirms how much and when contributions from your salary (via your church) should be remitted to the retirement plan, through the Willow Grove office. These contributions take place via ACH, and this form requests important banking details for making these transactions.

Retiring or interested in taking a distribution from the plan?

Contact Wipfli Financial for more information.

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