DioCal Payroll Administration

 



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2021 Budget Planning Packet - costs associated with clergy or lay employee, benefit rates, clergy compensation minimums, COLA, supply & interim clergy rates, assessment formula
New Hire Paperwork Checklist for Diocesan Payroll Service & Benefits Enrollments

2021 Payroll Calendar & List of Holidays Observed by Diocesan House (Bishop’s Office Closed)

Worksheet to Report Hours or Wage Adjustments for DioCal Payroll


New Hire / Change Forms

2021 Employee Data & Benefits Eligibility Form
2021 Payroll Authorization (for new hires or mid-year changes)
2021 Housing Allowance Certificate of Resolution & Parsonage Allowance Defined with Sample Resolutions
W-4 (Send only the first page of form W4 to DioCal payroll. Keep the worksheet(s) for your record)
State of CA Tax Withholding Allowance Certificate
Clergy Tax Withholding Request Form with CPG Clergy Tax Resources (revised July 2020)
Employment Eligibility Verification Form I-9 [As of January 31, 2020, employers should begin using the new Form I-9, version 10/21/2019 (date found on the bottom of the form) please destroy all previous versions of form. Instructions for Form I-9 in English (PDF, 585.48 KB) Instructions for Form I-9 in Spanish (PDF, 607.84 KB)]
Direct Deposit Paperless Payroll Enrollment Form
2021 Lay Defined Contribution Retirement Plan Pre-Tax Payroll Deduction Authorization
2021 Insurance Premiums Pre-Tax Payroll Deduction Authorization (to be provided when employee opts into a medical plan that exceeds the employer plan offered


Retirement & Pension Plans

All new hires, eligible for a retirement or pension plan,  will be entered into CPG’s Employee Roster (ER) and enrolled in the appropriate plan by the Diocesan Payroll & Benefits Coordinator. Once enrolled, the ongoing employee data management for retirement and pension plans is the responsibility of the employer’s assigned Senior Officer (typically the rector, vicar, or Ex. Dir.) or Administrative Officer (appointed by the local Sr. Officer). ER technical questions should be directed to CPG’s Client Services Team at (855) 594-2201, Monday–Friday, 8:30AM–8:00PM ET (excluding holidays) or admin-assist@cpg.org

 
Lay DC Retirement

Lay employees working at least 20 hours per week on a permanent basis (longer than 90days) will be enrolled in the retirement plan to receive employer’s base contribution equivalent to 5% of employee’s compensation to their plan. Employers will also match employee’s personal contributions, dollar to dollar, up to 4% of employee compensation.

2021 Lay Defined Contribution Retirement Plan Pre-Tax Payroll Deduction Authorization

 
Clergy Pension & Retirement Savings

Enrollment in the clergy pension plan is a canonical requirement for those who meet the rules outlined in the plan document. Clergy Pension Benefits are detailed online at www.cpg.org.  

After the initial enrollment by the Diocese Administrator, ongoing data management is the shared responsibility of the employer and cleric.  

Retirement Savings (RSVP) - Optional
The Episcopal Church Retirement Savings Plan (RSVP) is a 403(b) tax-deferred retirement savings plan that gives clergy the option of contributing their own money toward their retirement savings. If your employer does not currently participate, the employer should first complete the Employer Adoption Agreement and contact CPG at (866) 802-6333, Monday - Friday, 8:30AM - 8:00PM ET (excluding holidays).

RSVP Enrollment Form — to be sent directly by cleric/employer to CPG
2021 Clergy Pre-Tax Payroll Deduction Authorization for RSVP or 403b – to be filed with payroll office for an active RSVP or 403b account

Church Pension Group contact information: www.cpg.org or call 1.800.480.9967 M-F 5.30am-5pm Pacific

 


Flexible Spending Accounts — 2021 FSA with Paychex

Employees on Diocese payroll working at least 20hrs/week are eligible to participate in the FSA. By setting pre-tax money aside each paycheck for medical and dependent care expenses, employees can save an average of up to 40% a year on out-of-pocket expenses. Use this tool to calculate your annual election and explore tax savings.

2021 FSA Enrollment Form (to be completed and returned to DioCal payroll office by email or fax before first pay date)
FSA Employee booklet
Full list of health FSA-eligible expenses
Full list of dependent care expenses

Paychex FSA Summary Plan Description — Email sarahc@diocal.org to request a copy

Need Help with FSA benefits
Call Paychex FSA employee support for assistance with FSA benefits: 1-877-244-1771.


Termination Paperwork

Termination Packet (contains a Notice to Diocese, Extension of Benefits and Salary Continuation information and claim forms)

Termination Packet Supplemental information and forms: [to be given to departing employee or saved in local personnel file as appropriate]