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Displaying 12 of 177

Information , Reports

pdf Financial Statement for 2021 - Auditor's Report

Final audited Financial Statement for 2021
Filename: FCMM 2021 FS Final Audit.pdf
Size: 302 KB
Information , Newsletter

pdf Spring 2022 "News & Notes" Newsletter

Spring 2022 Issue of "News & Notes": Morally Responsible Investing | Payroll Service Phase Out | Increasing Employee Contributions
Filename: 2022 Spring Newsletter (web).pdf
Size: 342 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for the Year 2021

Information about portfolios and performance for FCMM Managed Funds for 2021.
Filename: 40 12312021 Performance Report 2202_1.pdf
Size: 249 KB
Information , Newsletter

pdf Winter 2021-2022 "News & Notes" Newsletter

Winter 2021-2022 Issue of "News & Notes": Rollouts | Rates & Fees | 2022 Contribution Limits
Filename: 2021-2022 Winter Newsletter (web)_0.pdf
Size: 272 KB
Forms (Participants) , Information , Reports

pdf 41 Retirement Plan Fees for 2022

FCMM Retirement Plan information on fees in the Plan, applicable to 2022
Filename: 41 Retirement Plan Fees for 2022 2201_0.pdf
Size: 181 KB
Forms (Participants)

pdf 18 In-Plan Roth Conversion Request

Complete this form to request in-plan conversion of all or a portion of your non-Roth funds in your FCMM Retirement Plan Account into Roth funds. Pre-tax funds converted to Roth funds will result in additional reported income that is subject to income tax.
Filename: 18 In-Plan Roth Conversion (FILLABLE) 2501.pdf
Size: 258 KB
Information , Newsletter

pdf Fall 2021 "News & Notes" Newsletter

Fall 2021 Issue of "News & Notes": Benefit Plan Open Enrollment | Pros & Cons of Monthly Income Benefit ("annuity")
Filename: 2021 Fall Newsletter (web).pdf
Size: 343 KB
Information , Newsletter

pdf Summer 2021 "News & Notes" Newsletter

Summer 2021 Issue of "News & Notes": Forms of Retirement Distributions | Review Your Retirement Plan Administration | Reporting Changes to Personal Information | Benefit Plan Open Enrollment Coming in October
Filename: 2021 Summer Newsletter (web).pdf
Size: 442 KB
Information , Reports

pdf Financial Statement for 2020 - Auditor's Report

Final audited Financial Statement for 2020
Filename: FCMM FS 2020 Final.pdf
Size: 371 KB
Information

pdf The First Year: How to Structure Pay Package / Clergy Tax - slides

PDF file of full-page color slides for online workshop on Clergy Pay Package and Becoming (Clergy) Tax Savvy
Filename: FirstYear-StructurePay-ClergyTax-20210201.pdf
Size: 7800 KB
Information , Newsletter

pdf Spring 2021 "News & Notes" Newsletter

Spring 2021 Issue of "News & Notes": Required Minimum Distributions - Update 2021 | Qualified Birth or Adoption Distributions | Lifetime Fund Developments
Filename: 2021 Spring Newsletter (web)_0.pdf
Size: 311 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for the Year 2020

Information about portfolios and performance for FCMM Managed Funds for 2020.
Filename: 40 12312020 Performance Report 2102.pdf
Size: 245 KB