403(b) Retirement Plan
Announcement
I want to…
Enroll in the OPC 403(b) Retirement Plan
Complete 2024 ACH Forms
Explore Financial Wellness Topics
Take a Distribution
Returning User
If you’re already enrolled, use the button below to go to the Wipfli Financial Portal to access your account.
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.
Investment Selection Tutorial
Enrollment Process
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.
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.
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.
Financial Advisors
All Plan-Related Questions can be directed to:
Mitchell Guralski (715) 843-8353 [email protected]
Derec Mieden
(608) 270-2904
Rollover
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.
Portal Submission
Submit Your Documents through our Secure Portal
Contact Sharon Jeromin if you have any questions or need more informaiton about making or changing contributions to your plan.
Other Options
Fax completed documents to:
215-830-0350
or
Mail to:
Committee on Ministerial Care
Attn. Sharon Jeromin
607 Easton Rd, Bldg E
Willow Grove, PA 19090
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.