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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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Home > Retiree > Defined Benefit Plan

Defined Benefit Plan

The Defined Benefit Church Plan (DB) is the “legacy” pension plan for eligible employees who have pre-2000 service. The Defined Benefit Hospital Plan (DB) is the “legacy” pension plan for eligible hospital employees who have pre-1992 service.

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SDA Church Retirement Plan

Planning for Retirement

SDA Hospital Retirement Plan pre-1992

Appendix I: SHARP Ex

Resolution voted October 2023

Planning for Retirement

2018 Retired Ministers Tax Advisory

Designation Form for Parsonage Allowance

Designation Form for Parsonage Allowance

Financial Wellness for Early – Mid Career Teachers

Retirement Readiness for Mid – Late Career Teachers

Intro to Taxes Webinar

Is there a penalty to me if I do not enroll in both Medicare Part B and a Medicare D prescription drug plan at retirement?

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?

I need you to fax a 1099R or Statement of Monthly Benefits to someone other than myself. How do I arrange that?

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?

What will be my rate increase for the next year?

Will my RA/Lump Sum be reported on a 1099R?

Is my RA/Lump Sum considered taxable income?

I don’t know how much I should have withheld for taxes. Can you help me?

How do I set up or change my tax withholding?

Where is my 1099R? Last year at this time I already had it.

My mother/father passed away very recently. What information do I need to give your office?

I have sent you my dental/medical claim. When can I expect to get reimbursement for it?

What is my SHARP (Supplemental Healthcare, Adventist Retirement Plan) deduction?

I have a question about how to file parsonage exclusion. Who do I contact?

I receive a parsonage allowance. Is it taxable?

My EFT payroll deposit has not been received. What may have gone wrong?

I just got my first retirement check of the year. Why is it less than my check was last year?

The bank won’t honor my check because there is no account number or routing number on it. What should I do?

My retirement check hasn’t arrived yet. Where is it?

I just got my first retirement check. Why isn’t it for the amount I was told it would be?

What is the status of my Retirement Account/Lump Sum?

How do I change my mailing address?

How do I set up direct deposit or change my current direct deposit?

When do I get paid each month?

Once you’ve received my application, how long will it take before I start getting my retirement checks?

I’m thinking about retiring. How do I apply and how much will I get paid each month if I do?

How Do I Report a Change in My Marital Status?

How do I report the death of a retiree or their spouse?