403(b) Retirement Plan

Announcement

I want to…

Enroll in the OPC 403(b) Retirement Plan

Complete 2023 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.

Enrollment

Investment Selection

Retirement Insights

Housing Allowance

The CMC has designated the housing allowance for the 403(b) Retirement Plan to be set at $2,300 per month (or $27,600 annually) for the calendar year 2022 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.

2023 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.

Financial Advisors

Quarterly statements, plan distributions or other plan administrative items:

Contact Angie Whiteside

Other Plan-Related Questions:

Contact Derec Mieden
608-270-2904

[email protected]

Contact Benjamin Hayes
[email protected]

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

I want to explore…

Click on the icon to puruse relevant resources on the topic.

 

Financial Planning

Taxes

Insurance & Healthcare

2023 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.

2023 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.

WordPress Lightbox