Diocal Payroll Administration

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2023 Payroll Calendar & List of Holidays Observed by Diocesan House / Bishop’s Staff
Payroll Worksheet to Report Hours or Wage Adjustments to Diocesan Payroll Service
New Hire Paperwork Checklist
2023 Budget Planning Packet [costs associated with employee compensation and benefits, salary resolution & Assessment formula] 
Previous Years Budget Planning Packets
2023 Clergy Housing Allowance [definition and sample resolutions, a “certificate of resolution” form is not necessary for payroll purposes]

New Hire / Change Forms

Below is a list of all payroll forms to establish a new hire or to make changes to existing employees. Please refer to the New Hire Paperwork Checklist for the required forms based on employee schedule and clergy/lay status.

2023 Employee Data & Benefits Eligibility Form
2023 Payroll Authorization [to establish compensation rates for new hires or to update existing employee hourly rate / stipend / housing allowance]
2023 Direct Deposit & Paperless Payroll Enrollment Form
Employment Eligibility Verification Form I-9 [Instructions for Form I-9 in English (PDF, 585.48 KB), Instructions for Form I-9 in Spanish (PDF, 607.84 KB)]

2023 Clergy Tax Withholding Request Form [to be used in lieu of W4 or EDD to specify voluntary withholding]
2023 Clergy RSVP or 403b Retirement Contributions Pre-Tax Payroll Deduction Authorization Form
2023 Lay Defined Contribution Retirement Plan Pre-Tax Payroll Deduction Authorization Form
2023 Health Insurance Reimbursement Pre-Tax Payroll Deduction Authorization Form

Optional tax forms for lay employees (not required since employees can now set their Fed/State taxes through www.PaychexFlex.com)
W-4
State of CA Tax Withholding Allowance Certificate

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.

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 Agreementand 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

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

Flexible Spending Accounts

— 2023 FSA with Paychex

Employees on Diocese payroll working at least 20hrs/week are eligible to participate in the Health and Dependent Care 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.

New participants:
2023 FSA Enrollment Form (to be completed and returned to DioCal payroll office or log into your PaychexFlex account, click PBA Benefits Account button to enroll online)

More Information / Resources:
Paychex Enrollment Training – short video to learn about the great benefits of an FSA and steps to enroll
FSA Employee booklet
Full list of health FSA-eligible expenses
Full list of dependent care expenses

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]