Low balance when no longer employed

    By September 2025, if you have terminated your employment with a participating employer, your balance is lower than $7,000, and you are not clergy, your balance will be paid out to you or rolled into an IRA. You will be notified and required to respond as to if you want an IRA or check; if you do not reply, your balance will be rolled into an IRA. 


    Published:
    How does a beneficiary report that a Plan participant has died?
    How do we know if we have an Employer Participation Agreement (EPA) with the UU Retirement Plan, and how do we make elections and changes?