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Retiree
Payroll handles monthly benefits distribution for the legacy DB Plan
SHARP provides healthcare assistance for eligible retirees and eligible dependents
The Defined Benefit Church Plan (DB) is the “legacy” pension plan for eligible employees who have pre-2000 service and the SDA Hospital Plan (DB) pension plan pre-1992 service.
The Adventist Retirement Plan, since January 1, 2000, is the defined contribution plan for eligible employees
Employee
SHARP provides healthcare assistance for eligible retirees and eligible dependents
The Defined Benefit Church Plan (DB) is the “legacy” pension plan for eligible employees who have pre-2000 service
The Adventist Retirement Plan, since January 1, 2000, is the defined contribution plan for eligible employees
Employer
SHARP provides healthcare assistance for eligible retirees and eligible dependents
The Defined Benefit Church Plan (DB) is the “legacy” pension plan for eligible employees who have pre-2000 service
The Adventist Retirement Plan, since January 1, 2000, is the defined contribution plan for eligible employees
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Resources

How do I request that you make a change to a retiree’s account, or give/release information on that account, if I am not the actual retiree? This resource is intended for: Retirees

I need you to fax a 1099R or Statement of Monthly Benefits to someone other than myself. How do I arrange that? This resource is intended for: Retirees

I have tried all week to get the Benefit Processing Assistant on the phone but I am not reaching him/her. Can someone else help me? This resource is intended for: Retirees

What will be my rate increase for the next year? This resource is intended for: Retirees

Will my RA/Lump Sum be reported on a 1099R? This resource is intended for: Retirees

Is my RA/Lump Sum considered taxable income? This resource is intended for: Retirees

I don’t know how much I should have withheld for taxes. Can you help me? This resource is intended for: Retirees

How do I set up or change my tax withholding? This resource is intended for: Retirees

Where is my 1099R? Last year at this time I already had it. This resource is intended for: Retirees

My mother/father passed away very recently. What information do I need to give your office? This resource is intended for: Retirees