Shirley Miller

Shirley Miller

Associate Director of Pensions


CRSP Changes

Please watch the following video to learn more about the General Conference mandated changes in the Clergy Retirement Security Program (CRSP). These changes are effective January 1, 2014.

CRSP Changes Flyer

CRSP Changes Flyer (Effective January 1, 2014)

Helpful Link


Beneficiary Designation

Investment Election

Life Stage Personal Investment Profile

Before and After Tax Contribution Agreement

UMPIP Local Church Adoption Agreement

UMPIP Plan Compensation Change Form

United Methodist Personal Investment Plan (UMPIP)

UMPIP At-A-Glance

UMPIP Summary Plan

UMPIP Plan Overview

Clergy Retirement Security Program (CRSP)

CRSP Overview

CRSP Summary Plan

CRSP At-A-Glance

Comprehensive Protection Plan (CPP)

CPP At-A-Glance

CPP Summary Plan

Retirement and Financial Planning

Are You on Track to Retire?

What You Need to Know About the Retirement Process

Ernst and Young Financial Planning Services

Pension Payment

  1. Scan the completed pension invoice with specified amounts entered on appropriate lines
  2. E-mail the completed invoice to
  3. Log in here to remit payments online
  4. You may remit payments online or mail a check along with a copy of the completed pension invoice to:

North Texas Conference
P.O. Box 866128
Plano, TX 75086

Remit Pension Payment

Retirement & Pension News and Events

  • Close Out and Check Out 2017 Dates
    Connectional Resources

    Close Out is January 11, 2017 at noon. All 2016 apportionments must be received in the Conference Office no later than this deadline. Check out forms will be populated with your Table II apportionment information by 4:00 p.m. on January 12, 2017. Check Out is January 18, 2017. Please contact your District Office to determine the date your statistics must be finalized so that they are able to remit their statistics to the Conference Office by January 18, 2017.

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  • Changes to Federal Overtime Rules Effective December 1, 2016
    Connectional Resources

    On May 18, 2016 the Department of Labor (DOL) announced its changes to the Fair Labor Standards Act (FLSA) “white collar” overtime exemption rules. The final rule strengthens protection for workers by increasing the standard salary level for qualification for overtime exemption from $455 per week ($23,660 per year) to $913 per week ($47,476 per year). There were no changes to the professional duties test to determine if individuals earning at least the standard level qualify for exemption. Practical implications of these rules are:

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