403(B) retirement plan

What Would You Like to Do?

Enroll in the 403(b)

Let us walk you through the steps for enrolling in the OPC 403(b) Retirement Plan.

Set Up Contributions

Set up Electronic Payments for employer/employee contributions.

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Access My Portal

If you’re already enrolled, click here to access your account. 

Take a Distribution

Retiring or interested in taking a distribution from the plan? Contact Creative Planning for more information.

Enroll in the OPC 403(b) Retirement Plan

For help with the enrollment process, submitting forms, and setting up electronic payments, please email Sharon Jeromin, OPC 403(b) Plan Administrator or call her at 215-935-1027
Enroll in 1-2-3
Rollover
Submission
403(b) Plan Info

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 Sharon Jeromin, 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 Contribution.

2024 ACH Authorization for Employer/403(b) 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.

Use our Rollover Certification Form to find out if you’ll be eligible for a rollover.

We offer three submission options for you to securely submit your completed forms/documents to our office. Contact Sharon Jeromin if you have any questions or need more information about making or changing contributions to your plan.

Submit through Mail

Mail your completed document to:

Committee on Ministerial Care

Attn. Sharon Jeromin
607 Easton Rd, Bldg E
Willow Grove, PA 19090

Submit via Fax

Fax completed documents to:

215-830-0350

Housing Allowance

The CMC has designated the housing allowance for the 403(b) Retirement Plan to be set at $2,700 per month (or $32,400 annually) for the calendar year 2024 and beyond.

Contact Financial Advisors

For help with online access, investment selections, distributions, and rollovers, please contact:

Mitchell Guralski
(715) 843-8353
[email protected]

Derec Mieden
(608) 270-2904
[email protected]

2024 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.

2024 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.