cpg for new administrators: doing the work · the episcopal church medical trust serves only...
TRANSCRIPT
Toni Marie Sutliff
Business Development Manager (IBAMS)
Bob Griffith
Director Client Learning and Resources (IBAMS)
August 27, 2020
Integrated Benefits Account Management Services
CPG for New Administrators: Doing the work
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Agenda
The Institution Roster (IR)
The Employee Roster (ER)
Medical Life Participant System
(MLPS)
The Fidelity Investments System
(PSW and SCP)
What You Will Know After This Webinar
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How Diocesan Administrators access and use the Institution Roster (IR)
• Assign Employee Roster (ER) Senior Officers for your diocesan institutions
• Verify, add or remove institutions from under diocesan authority
How Institution Officers access and use the Employee Roster (ER)
• Register a new employees or terminate employment
• Manage employee pension benefits
• Update institutional information (i.e. email address, phone number)
How Institution Administrators access and use the
Medical Life Participant System (MLPS)
• Enroll or de-enroll a member and their dependents for
healthcare, life, and disability insurances
How to access Fidelity Investments websites to manage
contributions to your employees’ retirement accounts3
The Institution Roster (IR)
Institution Roster (IR)—What is it? Who is it for?
The IR is used to:
Manage existing institutional relationships with the Diocese
Establish new Diocesan institutions
Assign Employee Roster (ER) Senior Officers to all institutions
under Diocesan authority
Access Diocesan reports
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The IR: How to Log In
Two ways to access
1. Directly: ir.cpg.org
2. CPG Website: cpg.org
Once you sign-in
3. Pull-down Menu
4. Applications Menu:
select Institution Roster
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The IR: Doing the Work
Steps:
1. Confirm institutions
2. Add/Remove institutions
3. Appoint Senior Officers
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The IR: Doing the Work (cont’d)
Managing your institutions
1. Confirm Institution List
2. Add institution
3. Remove institution
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The IR: Adding a Senior Officer
1. Click on the “Institutions” tab
2. Click on the institution’s name
3. Click on “Officers” tab
4. Click on “Add New Officer”
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The IR: Adding a Senior Officer (cont’d)
5. Search to see if the person
is in CPG systems
6. Add a new person
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The IR: Reports
Clergy Compensation Reports
Lay Compensation Reports
Arrears Reports
Imputed Income Reports
IR Institutions List
IR Summary: Pension and
Medical Enrollment
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The IR: Where to Find Help
The Institution Roster User Guide
• Within the IR application
• Available through the
Administrators’ Resource Center
(ARC): cpg.org/arc
Client Services technical support
• 855-594-2201
Contact your IBAMS Account
Representative
• Who to Call at cpg.org/ibams
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The Employee Roster (ER)
The Employee Roster (ER)—What is it? Who is it for?
The ER is used to:
Manage employee information• Manage demographic data and update compensation
• Automatically update demographic data in other CPG systems and publications
View your institution’s plan adoption details and enroll eligible
employees in CPG pension and retirement plans
Manage your institution’s information (reflected in the Red Book)• Contact information
• Description, including year established
• Affiliated clergy
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The ER—What it Cannot Do
Adopt Church Pension Group pension or retirement plans
Pay pension assessment bills
Enroll clergy into special accounts (personal or make-up
accounts)
Assign beneficiaries on behalf of an employee
Enroll eligible employees into group health, life, or
disability benefits
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The ER: How to Log In
Two ways to access
1. Directly: er.cpg.org
2. CPG Website: cpg.org
Once you sign-in
3. Pull-down Menu
4. Applications Menu:
select Employee Roster
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The ER: Choose Your Institution
If you have access to more than one institution, choose the one
to work on
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The ER: A Tour of the Home Page
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Your institution
To change your institution
Five Tabs for Specific Functions
The ER: Where to Find Help
The Employee Roster User Guide
• Available through the Administrator
Resource Center: cpg.org/arc
• Within the IR application
Client Services technical or
navigational support
• 855-594-2201
Contact your Diocesan administrator
or your current Senior Officer
• To be assigned as Senior or
Administrative Officer for your ER19
The Medical Life Participant
System (MLPS)
MLPS—What is it? Who is it for?
MLPS is used to:
Enroll, change, and de-enroll employees in group healthcare,
life, and disability benefits
View current healthcare plan selections and manage annual
plan selection and enrollment
View monthly invoices and payment history
Review imputed income report (for some groups)
Review group life contract information
Access various forms and reports21
The MLPS: How to Log In
Two ways to access
1. Directly: mlps.cpg.org
2. CPG Website: cpg.org
Once you sign-in
3. Pull-down Menu
4. Applications Menu:
select MLPS
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MLPS: Doing the Work
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MLPS: Doing the Work (cont’d)
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MLPS: Billing History
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MLPS: Plans and Rates
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MLPS: Enrollment Report
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MLPS: Change Report
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MLPS: Add Employee, Step 1: ER
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MLPS: Add Employee, Step 2: MLPS
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MLPS: Add Employee, Final Step
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Pre-populated
from ER
Administrator
Will populatePlease note (8/27/2020): A statement was made during the webinar that institutions that do not offer pension benefits and only health benefits can enter new employees
directly into MLPS. For further clarification due to ER-enablement:
• For ER-enabled groups, all new employees need to first be entered into the Employee Roster (ER), whether the institution offers pension benefits or not.
• For a non ER-enabled group, all new employees can be added directly into MLPS for medical, life, and disability insurances, whether the institution offers pension
benefits or not. If the group offers pension benefits, the new employee must be added in ER as well.
The above window (green arrow) represents additional information the MLPS administrators must enter for the new employee, in addition to the imported data from the
ER (red arrow).
MLPS: Where to Find Help
Client Services
Administrator Line
Contact your IBAMS
Account Representative
• Who to Call at cpg.org/arc
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Fidelity Investment Systems
• Plan Sponsor WebStation (PSW)
• Simplified Contribution Platform (SCP)
PSW and SCP—What are they? What are they used for?
PSW and SCP are not CPG systems,
but are controlled by Fidelity
Set up banking and other information for
electronic funding of contributions to
your employees’ retirement accounts
Remit employer and employee
contributions electronically to Fidelity
Investments (our record keeper) for our:
• Lay Defined Contribution Plan (Lay DC),
and
• Retirement Savings Plan (RSVP)
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• Fidelity no longer accepts
a paper contribution
transmittal form
• Which one do you use?
– Contact Fidelity at
800-917-4369 or
– SCP is the newer and
recommended system
SCP: New Users
If you are new to your position, or if
your institution has not begun using
the SCP process:
• Request access to SCP by going to
fidelityinvestments.tfaforms.net/660021
• Complete the form and submit
• Fidelity will email you a temporary
password and user name
• Log in and set up a new
permanent password
Enter banking information and create
your first contribution request35
SCP: How to Make Contributions
Once you have set up your account, or established yourself
as a new user:
• Log into SCP using your assigned
log in credentials
• Review previously submitted contributions
requests, add and delete employees,
and make funding amount adjustments
as appropriate
• Confirm and submit new contribution request
• Funding will occur according to the banking
information you established
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SCP: Where to Find Help
The SCP User Guide and
Training Video found on
cpg.org
1. Select Administrators
2. Retirement
3. Defined Contribution Plan
4. Contribution Remittance
Fidelity’s SCP Hotline
• 800-917-4369
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PSW*: How to Make Contributions
If using PSW (first time users
must submit a New User Request Form
to Client Services):
1. Log into the PSW using your
assigned log in credentials
2. From the home page, hover over
Manage Data and select
Create or Send a File
3. Create and submit new contribution request
4. Fund the request by user making payment
using the auto debit functions of your current
bank.
38*If your institution has never made contributions to Fidelity, please use SCP.
PSW: Where to Find Help
The PSW Tutorial and Guide
Book found on cpg.org
1. Select Administrators
2. Retirement
3. Defined Contribution Plan
4. Contribution Remittance
Fidelity for technical issues
• 888-502-7526
CPG’s Administrator Assist
• 855-215-5990
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Important Notes
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• Employer responsible for remitting employer and employee contributions
within a reasonable timeframe*
• Employees can change individual contribution amounts by contacting Fidelity;
employees should let the employer know.
• Change compensation amounts in the Employee Roster before making
changes to contribution records in PSW or SCP
• Use Employee Roster for enrollment, and changes to an employee’s
compensation or other information, and termination
*Under IRS guidelines, recommended timeframe is no more than 15 business days after payroll is completed.
Course Review
Applying Systems Used in the Workplace
In this webinar, we learned:
• What CPG systems to use for employee and benefits management
• How to gain access to these systems
• How to use the IR to assign ER Senior Officers for institutions
under diocesan authority, how to add and remove institutions
• How to use the ER to add new employees, terminate
employees, manage their pension benefits, and
update institutional information
• How to use MLPS to manage healthcare,
life, and disability benefits
• How to access Fidelity’s online systems to manage
contributions to your employees’ retirement accounts
• Where to find help when you need it 42
Reflections, Questions, and Discussion
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For your participation and feedback.
Thank you!
Disclaimer
This presentation is provided for informational purposes and should not be viewed as investment, tax, or other advice. In the event of
a conflict between this presentation and the official plan documents, the terms of the official plan documents will govern. CPF and its
affiliates reserve the right to amend, terminate, or modify the terms of any benefit plans described in this presentation at any time,
without notice, and for any reason. The Clergy Pension Plan is a qualified plan under section 401(a) of the Internal Revenue Code,
but as a church plan, it is not subject to the Employee Retirement Income Security Act of 1974, as amended.
The Church Pension Fund plans to continue to provide the Medicare Supplement Subsidy. However, given the rising cost of medical
care coupled with the uncertainty regarding the structure of Medicare in the future, this should not be viewed as a guarantee of the
Medicare Supplement Subsidy in perpetuity.
Life insurance is offered by or through Church Life Insurance Corporation; 19 East 34th Street, New York, NY 10016 (“Church Life”).
Like most insurance policies, Church Life’s policies contain exclusions, limitations, reductions of benefits, and terms for keeping them
in force. For complete details of coverage, including exclusions, limitations, and restrictions, please consult the actual policy or
certificate. Products and features may not be available in all states. If the descriptions of the Church Life products in this document
conflict with the terms of the actual policy, then the terms of the actual policy will govern.
Church Pension Group Services Corporation, doing business as The Episcopal Church Medical Trust, maintains a series of health
plans for employees (and their dependents) of the Episcopal Church. The Episcopal Church Medical Trust serves only ecclesiastical
societies, dioceses, missionary districts, or other bodies subject to the authority of the Episcopal Church. The health plans that are
self-funded are funded by The Episcopal Church Clergy and Employees’ Benefit Trust, which is a voluntary employees’ beneficiary
association within the meaning of section 501(c)(9) of the Internal Revenue Code.
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