Document Type
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Displaying 12 of 16
Forms (Churches/Employers)
, Information
, Reports
pdf 41 Form 41: Retirement Plan Fees for 2026
FCMM Retirement Plan information on fees in the Plan, applicable to 2026
Filename:
41 Retirement Plan Fees for 2026 2601.pdf
Size:
183 KB
Forms (Churches/Employers)
, Information
pdf 121 Benefit Plan Employer Guide
Contains helpful resources for whomever is administering the Benefit Plan at an organization. The guide contains information regarding coverage highlights, form descriptions, how to complete the Employer Benefit Agreement, premium amounts, payment method descriptions, paying invoice online, and frequently asked questions.
Filename:
121-Benefit Plan Employer Guide - 2509.pdf
Size:
1132 KB
Forms (Churches/Employers)
, Information
pdf 120 Benefit Plan Employer Agreement
New employers to the Benefit Plan must complete this form upon initially entering the plan. Current employers can only updated benefits and coverage during the annual open enrollment period by completing this form. The form details two benefit plan options, employee eligibility, payment methods, and Life/AD&D coverage amounts.
Filename:
120-Benefit Plan Employer Benefit Agreement FILLABLE - 2509.pdf
Size:
318 KB
Forms (Churches/Employers)
pdf 104 Benefit Plan Application Addendum for Updates
This form can only be completed during the annual open enrollment period after an employer updates their Employer Benefit Agreement (Form 120). Employees receiving a change to their benefits must complete this form.
Filename:
104-Benefit Plan Application Addendum for Updates FILLABLE - 2510_0.pdf
Size:
316 KB
Forms (Churches/Employers)
pdf 27 TEMPLATE-Annual Notice of Right to Participate in 403b
FCMM recommends that employers annually notify employees of their eligibility to participate in the Retirement Plan. This fillable form template can serve that purpose. The template also provides documentation for the eligible employee to opt out of participating. If an employer wishes to customize the template, it may request an editable Word version of the notice by emailing fcmm@fcmmbenefits.org.
Filename:
27 FORM_Annual Notice of Right to Participate in 403b (FILLABLE) 2601.pdf
Size:
259 KB
Forms (Participants)
, Forms (Churches/Employers)
pdf 135 Benefit Plan - How to File a Claim
Steps to follow when filing a claim for the Benefit Plan
Filename:
135 - Benefit Plan Filing A Claim - 2603.pdf
Size:
583 KB
Forms (Churches/Employers)
, Information
pdf ICHRA Individual Coverage HRA Summary and Checklist
Information and policy checklist for a church employer considering implementing an ICHRA (Individual Coverage Health Reimbursement Arrangement) for reimbursing individual health insurance premiums tax-free.
Filename:
ICHRA-Summary-Checklist-Policy-201909_0.pdf
Size:
183 KB
Forms (Churches/Employers)
pdf 25 Contribution Remittance Form
Blank form for employer to complete and send with the remittance of Retirement Plan contribution(s) to FCMM. See Form 24 for instructions. More information is also available in Form 21 Employer Guide. A customized remittance form is provided with each confirmation of contributions. The customized remittance is also available as an Excel file upon request.
Filename:
25 Contribution Remittance Form (FILLABLE) 2602.pdf
Size:
363 KB
Forms (Participants)
, Forms (Churches/Employers)
, Brochures
pdf FCMM Retirement Plan Brochure
Advantages | How Contributions Work | Multiple Investment Options | Contribution Limits | Forms of Distributions | Contact Information
Filename:
20260101_FCMMBrochure_RetirementPlan(web).pdf
Size:
486 KB
Forms (Participants)
, Forms (Churches/Employers)
, Information
, Brochures
pdf FCMM Benefit Plan Brochure
Benefits | Features | Rates | Payment Methods
Filename:
2025 FCMMBrochure_BenefitPlan (web).pdf
Size:
2435 KB
Forms (Churches/Employers)
, Information
pdf 21 Employer Guide for Retirement Plan
Compliance and "How to" information to help a treasurer, bookkeeper, executive pastor, or administrator understand the employer’s responsibility in regard to the FCMM Retirement Plan. Updated annually.
Filename:
21 Employer Guide 2601.pdf
Size:
2920 KB
Forms (Participants)
, Forms (Churches/Employers)
, Information
pdf 30 Retirement Plan Document
The complete Plan Document for the FCMM Retirement Plan [403(b)(9)], revision effective 1/1/2026. (This is the detailed Plan Document. For a summary of features for participants, see Form 38 Summary Plan Document.)
Filename:
30 FCMM Retirement Plan Document 202601.pdf
Size:
319 KB
