US Pension Plan Updates

No. 217 - August 2016

To:      School Boards, Active/Inactive Plan Participants and Retirees  

From:  Howard Van Mersbergen, Executive Secretary-Treasurer

 Teacher and Administrator Partnership Program(TAPP) Leave of Absence – Continue pension participation while on leave.

TAPP Leave of Absence Amendments – Two amendments to the TAPP program.

TAPP Leave of Absence Agreement – Agreement for requesting TAPP participation.

Contacting Us for Support – Contact us if you have questions or need assistance.

 Read the Full Issue

No. 216 - December, 2015

To:        Participants with a Deferred Vested Benefit

From:  Howard Van Mersbergen, Executive Secretary-Treasurer

 

Status Report – Important information on your status with the Plan.

Retirement Calculations Online – Generate your own retirement benefit projections.

Investments – Year-end assets and returns.

Funding Status – Fully funded as of August 31, 2014, at 101%.

Plan Book and Summary Plan Description – Always available online.

Bang for the Buck – Pension plan costs half as much as comparable 401(k).

Contacting Us for Support – Contact us if you have questions or need assistance.

 

 Read the Full Issue

 

 

No. 215 - December, 2015

To:    School Boards, Active/Inactive Plan Participants, and Retirees on August 31, 2015

From:  Howard Van Mersbergen, Executive Secretary-Treasurer

 

Annual Funding Notice  Federally required funding information.

Understanding the Annual Funding Notice — What is included in the notice.

Funding Status — Fully Funded as of August 31, 2014 at 101%.

Contacting Us for Support — Contact us if you have questions or need assistance.

 Read the Full Issue

 

No. 214 - December, 2015

To:    Active and Inactive Plan Participants on August 31, 2015

From:  Howard Van Mersbergen, Executive Secretary-Treasurer

 

Status Report – Important information on your status with the Plan.

Retirement Calculations Online – Generate your own retirement benefit projections.

Retirement Checklist – Helpful steps toward retirement.

Interest Rate – Credited to your contribution account.

Investments – Year-end assets and returns.

Funding Status – Fully funded as of August 31, 2014, at 101%.

Plan Book and Summary Plan Description – Always available online.

Bang for the Buck – Pension plan costs half as much as comparable 401(k).

Contacting Us for Support – Contact us if you have questions or need assistance.

 Read the Full Issue

 

No. 213 - May, 2015

To:     School Boards, Active/Inactive Plan Participants, and Retirees

From:  Howard Van Mersbergen, Executive Secretary-Treasurer

 

New Legislation Helps Plan  — Trustees’ efforts for a legislative solution to PPA successful

Church Plan Request Withdrawn – Legislative solution eliminates need

The Value of a Defined Benefit Pension Plan – 48 percent savings in contributions

Contact CSI for Support – Contact us if you have questions or need assistance

 Read the Full Issue

 

No. 212- December, 2014

To:     Participants with a Deferred Vested Benefit

From:  Howard Van Mersbergen, Executive Secretary-Treasurer

 

Status Report – Important information on your status with the Plan.

Retirement Calculations Online – Generate your own retirement benefit projections.

Investments – Year-end assets and returns.

Funding Status – Fully Funded as of August 31, 2013, at 108%.

Plan Book and Summary Plan Description – Always available online.

Longevity – The CSI Pension Plan avoids both risk and waste.

Contacting Us for Support – Contact us if you have questions or need assistance.

 

 Read the Full Issue

 

No. 211- December, 2014

To:      School Boards, Active/Inactive Plan Participants and Retirees on August 31, 2014

From:  Howard Van Mersbergen, Executive Secretary-Treasurer

 

Annual Funding Notice Federally required funding information.

Understanding the Annual Funding Notice — What is included in the notice.

Funding Status — Fully Funded as of August 31, 2013 at 108%.

Contacting Us for Support — Contact us if you have questions or need assistance.

 Read the Full Issue

 

No. 210 - December, 2014

To:      Active and Inactive Plan Participants on August 31, 2014

From: Howard Van Mersbergen, Executive Secretary-Treasurer

 

Status Report – Important information on your status with the Plan.

Retirement Calculations Online – Generate your own retirement benefit projections.

Retirement Checklist – Helpful steps toward retirement.

Interest Rate – Credited to your contribution account.

Investments – Year-end assets and returns.

Funding Status – Fully Funded as of August 31, 2013, at 108%.

Plan Book and Summary Plan Description – Always available online.

Longevity – The CSI Pension Plan avoids both risk and waste.

Contacting Us for Support – Contact us if you have questions or need assistance.

 Read the Full Issue

No. 209 - December, 2013

To:  Participants with a Deferred Vested Benefit

From:  Howard Van Mersbergen, Executive Secretary-Treasurer


Status Report – Important information on your status with the Plan.

Retirement Calculations Online – Generate your own retirement benefit projections.

Retirement Checklist – Helpful steps toward retirement.

Investments – Year-end assets and returns.

Funding Status – Fully Funded as of August 31, 2012, at 106%.

Plan Book and Summary Plan Description – Always available online.

Living on Payment Date Requirement – Waived if terminally ill.

More Bang for the Buck – Defined benefit pension plans deliver significantly greater returns

                                                 than 401k/403b plans.

Contacting Us for Support – Contact us if you have questions or need assistance.

 Read the Full Issue

 

 

 

No. 208 - December, 2013

To:  School BoardsActive and Inactive Plan Participants and Retirees on August 31, 2013

From:  Howard Van Mersbergen, Executive Secretary-Treasurer


Annual Funding Notice Federally required funding information.

Understanding the Annual Funding Notice — What is included in the notice.

Funding Status — Fully Funded as of August 31, 2012 at 106%.

Contacting Us for Support — Contact us if you have questions or need assistance.

 Read the Full Issue

 

No. 207 - November, 2013

To:  Active and Inactive Plan Participants on August 31, 2013

From:  Howard Van Mersbergen, Executive Secretary-Treasurer



Status Report – Important information on your status with the Plan.

Retirement Calculations Online – Generate your own retirement benefit projections.

Retirement Checklist – Helpful steps toward retirement.

Interest Rate – Credited to your contribution account.

Investments – Year-end assets and returns.

Funding Status – Fully Funded as of August 31, 2012, at 106%.

Plan Book and Summary Plan Description – Always available online.

Minimum Participation Requirement – Schools with subsidiaries.

Living on Payment Date Requirement – Waived if terminally ill.

More Bang for the Buck – Defined benefit pension plans deliver significantly greater returns  than 401k/403b plans.

Contacting Us for Support – Contact us if you have questions or need assistance

 Read the Full Issue

 

 

No. 206 - December 28, 2012

To: Participating Schools and Boards
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Instructions to Participating Employers - Post, hand deliver, or mail first class the IRS filing for the Christian School Pension Plan by January 10, 2013 - Read More

Contact CSI for Support - Contact us if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 205 - December 21, 2012

To: School Boards, Active/Inactive Plan Participants and Retirees on August 31, 2012
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Annual Funding Notice - Federally required funding information - Read More

Understanding the Annual Funding Notice - What is included in the Notice - Read More

Funding Status - Fully funded at 112% as of August 31, 2011 -  Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 


No. 204 - November, 2012

To: Participants with a Deferred Vested Benefit
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status within the Plan - Read More

Retirement Calculations Online - Generate your own retirement benefit projections - Read More

Retirement Checklist - Helpful steps toward retirement -  Read More

Investments - Year end assets and returns - Read More

Funding Status - Fully funded at 112% as of August 31, 2011 - Read More

Plan Book and Summary Plan Description - Always available online -  Read More

Fees - The CSI Pension Plan is both penny smart and dollar smart -  Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 203 - November, 2012

To: Active and Inactive Plan Participants on August 31, 2012
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations Online - Generate your own retirement benefit projections - Read More

Retirement Checklist - Helpful steps toward retirement -  Read More

Interest Rate - Credited to your contribution account - Read More

Investments - Year end assets and returns - Read More

Funding Status - Fully funded at 112% as of August 31, 2011 - Read More

Plan Book and Summary Plan Description - Always available online -  Read More

Fees - The CSI Pension Plan is both penny smart and dollar smart -  Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 202 - September 1, 2012

To: Participating School Boards, Active and Inactive Participants and Retirees
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Updated Plan Book - The official and legal provisions of the CSI Pension Plan - Read More

Summary Plan Description - Condensed and simplified version of the Plan - Read More

Minimum Participation Requirements - 85% of "workforce" and 100% eligible school employees -  Read More

Retirement Calculations Online - Generate your own retirement benefit projections! - Read More

Longetivity Risk - CSI Pension Plan eliminates this risk for participants - Read More

We Need Your Correct Address - Write or email us to let us know - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 201 - January 2012

To: Participants with a Deferred Benefit
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations Online - Generate your own retirement benefit projections - Read More

Retirement Checklist - Helpful steps toward retirement -  Read More

Investments - Year end assets and returns - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 200 - December 23, 2011

To: School Boards, Active/Inactive Plan Participants and Retirees on August 31, 2011
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Annual Funding Notice - Federally required funding information - Read More

Understanding the Annual Funding Notice - What is included in the notice - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 199 - December 2011

To: Active and Inactive Plan Participants on August 31, 2011
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations Online - Generate your own retirement benefit projections - Read More

Retirement Checklist - Helpful steps toward retirement -  Read More

Interest Rate - Credited to your contribution account - Read More

Investments - Year end assets and returns - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 198 - September 2011

To: School Boards, Active and Inactive Plan Participants, and Retirees
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Church Plan Classification Requested - The CSI Pension Plan has requested church plan classification from the IRS to best serve the schools and participants - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Notice to Interested Persons of the Request For an IRS Ruling on CHristian School Pension Plan -  Read More

Read the Full Issue

 

 

No. 197 - December 27, 2010

To: School Boards, Active/Inactive Plan Participants and Retirees on August 31, 2010
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Annual Funding Notice - Federally required funding information - Read More

Understanding the Annual Funding Notice - What is included in the notice - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 196 - December 2010

To: Participants with a Deferred Benefit
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations - Retirement benefit projections available - Read More

Retirement Checklist - Helpful steps toward retirement - Read More

Investments - Year end assets and returns - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 195 - December 2010

To: Active and Inactive Plan Participants on August 31, 2010
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations - Retirement benefit projections available - Read More

Retirement Checklist - Helpful steps toward retirement - Read More

Interest Rate - Credited to your contribution account - Read More

Investments - Year end assets and returns - Read More

Plan Amendments - Help for schools wanting to join the Plan and clarification of suspension of retirement benefits provisions - Read More

Contacting CSI for Support - Contact CSI if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 194 - October 2010

To:  School Boards, Active/Inactive Plan Participants, and Retirees 
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Church Plan Classification Requested The CSI Pension Plan has requested church plan classification from the IRS to best serve the schools and participants

Contact CSI for Support – Contact us if you have questions or need assistance

Read the Full Issue

 

 

No. 193 - March 2010

To: School Boards and Active/Inactive Plan Participants
From: Howard Van Mersbergen, Executive Secretary-Treasurer

CSI Pension Plan Delivers Value - Describes how the CSI Pension Plan works and why it is the best fit for the Christian education community - Read More

Contact CSI for Support - Contact us if you have questions or need assistance - Read More

Read the Full Issue

 



No. 192 - February 2010

To: Participants with a Deferred Benefit
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations Online - Request a calculation to help plan for retirement - Read More

Retirement Checklist - Helpful steps toward retirement -Read More

Interest Rate - Credited to your contribution account - Read More

Investments - Year end assets and returns - Read More

Contact CSI for Support - Contact us if you have questions or need assistance - Read More

Read the Full Issue

 

 

No. 191 - December 21, 2009

To: Active/Inactive Plan Participants and Retirees on August 31, 2009
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Annual Funding Notice - Federally required funding information - Read More

Understanding the Annual Funding Notice - What is included in the notice - Read More

Contact CSI for Support - Contact us if you have questions or need assistance - Read More

Read the Full Issue
  

 

No. 190 - December 2009

To: Active and Inactive Plan Participants on August 31, 2009
From: Howard Van Mersbergen Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations Online - Generate your own retirement benefit projections - Read More

Retirement Checklist - Helpful steps toward retirement -Read More

Interest Rate - Credited to your contribution account - Read More

Investments - Year end assets and returns - Read More

Contact CSI for Support - Contact us if you have questions or need assistance - Read More


Read the Full Issue
  


   

No. 189 - June 10, 2009

To: School Boards, Active/Inactive Plan Participants and Retirees
From: Howard Van Mersbergen Executive Secretary-Treasurer

Summary Annual Report - Information as of August 31, 2008 - Read More

Annual Actuarial Valuation - Funded status as of September 1, 2008 - Read More

Investments - Results and long term policy - Read More

Once in Always In - A new option for schools - Read More

Retirement Calculations - Generate your own benefit projections online - Read More

CSI Web Site - A valuable tool for you - Read More

Who to Contact at CSI for Support - Contact us if you have questions or need assistance - Read More

Summary Annual Report - Read More

Read the Full Issue
  
 

 No. 188 - December 2008

To: Active and Inactive Plan Participants on August 31, 2008
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations Online! - Generate your own retirement benefit projections - Read More

Retirement Checklist - Helpful steps toward retirement -Read More

Interest Rate - Credited to your contribution account - Read More

CSI Pension Plan and the Current Markets - Benefits continue to be earned and retirement checks continue to go out - Read More

Investments - Year end assets and returns - Read More

Who to Contact at CSI for Support - Contact us if you have questions or need assistance - Read More 

Read the Full Issue
  

  

No. 187 - May 12, 2008

To: School Boards, Active/Inactive Plan Participants and Retirees
From: Howard Van Mersbergen, Executive Secretary-Treasurer

SUMMARY ANNUAL REPORT - Plan Year ending August 31, 2007 - Read More

Annual Actuarial Valuation - Read More

Investments - Read More

Retirement Calculation - Read More

CSI Web Site - Read More 

 Read the Full Issue
  

 

No. 186 - February 6, 2008

To: Active and Inactive Plan Participants
From: Howard Van Mersbergen, Executive Secretary-Treasurer

Updated Plan Book - Read More

We Need Your Correct Address - Read More

CSI Web-Site - Read More

Contact Information for CSI Benefits - Read More

 Read the Full Issue
   

  

No. 185 - January 2008 

To: Inactive Vested Pension Participants
From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report - Read More

Retirement Benefit - Read More

Retirement Checklist - Read More

Investments - Read More 

Read the Full Issue

 

 

No. 184 - January 16, 2008

To: Participating Schools
From: Howard Van Mersbergen, Executive Secretary Treasurer

January 31, 2008, IRS Filing for the Christian School Pension Plan - Read More

Read the Full Issue

 

 

No. 183 - December 2007

To: Participants with Status Reports Mailed on December 14
From: Howard Van Mersbergen, Executive Secretary Treasurer

Revised Status Report - Read More

Read the Full Issue

 

 

 

No. 182 - December 2007

To: Active and Inactive Plan Participants on August 31, 2007
From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report - Important information on your status with the Plan - Read More

Retirement Calculations Online - Generate your own retirement benefit - Read More

Retirement Checklist - Read More

Interest Rate - Read More

Investments - Read More

Read the Full Issue

 

 

No. 181 - May 29, 2007

To: Member Schools that do Not Participate in the Plan
From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report - Read More

Annual Actuarial Valuation - Read More

Investments - Read More

CSI Pension Plan Participation - Read More

CSI Web Site - Read More

Christian School Pension Plan and Trust Fund Summary Annual Report - Read More

Read the Full Issue

 

 

 

No. 180 - May 18, 2007

To: School Boards, Active/Inactive Plan Participants and Retirees
From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report - Read More

Annual Actuarial Valuation - Read More

Investments - Read More

Retirement Calculations - Read More

CSI Web site - Read More

Christian School Pension Plan and Trust Fund Summary Annual Report - Read More

Read the Full Issue

 

 

 

No. 179 - December 2006

To: Inactive Vested Pension Participants With a Deferred Benefit
From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report - Read More

Retirement Benefit - Read More

Retirement Checklist - Read More

Investments - Read More

Read the Full Issue

 

 

 

No. 178 - December 2006

To: Active and Inactive Plan Participants on August 31, 2006
From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report - Read More

Retirement Benefit - Read More

Retirement Checklist - Read More

Interest Rate - Read More

Investments - Read More

Read the Full Issue

 

 

 

No. 177 - August 25, 2006

To: School Boards Active/Inactive Plan Participants and Retirees
From: Howard Van Mersbergen, Executive Secretary Treasurer

New Retirement Option - Two-Stage Retirement Payments - Read More

What Happens to Your Pension If You Die Before You Retire? - Read More

Read the Full Issue

 

 

 

No. 176 - April 24, 2006

To: School Boards, Active/Inactive Plan Participants and Retirees
From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report - Read More

Annual Actuarial Valuation - Read More

Investments - Read More

Retirement Calculations - Read More

CSI Web Site - Read More

Christian School Pension Plan and Trust Fund Summary Annual Report - Read More

Read the Full Issue

 

 

 

No. 175 - December 2005

To: Inactive Vested Pension Participants with a Deferred Benefit
From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report - Read More

Retirement Benefit - Read More

Retirement Checklist - Read More

Investments - Read More

Trustee Terms - Read More

Read the Full Issue

 

 

 

No. 174 - December 2005

To: Active and Inactive Plan Participants on August 31, 2005

From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report

Retirement Benefit

Retirement Checklist

Interest Rate

Investments

Trustee Terms

Read the Full Issue

 

 

 

No. 173 - October 10, 2005

To: School Boards, Active/Inactive Plan Participants, and Retirees                                     

From: Howard Van Mersbergen, Executive Secretary Treasurer

Shared Time Employees

Read the Full Issue

 

 

 

No. 172 - May 27, 2005

To: Participating Schools                          

From: Howard Van Mersbergen, Executive Secretary Treasurer

June 15, 2005, Filing of Plan Amendments

Read the Full Issue

 

  

No. 171 - April 18, 2005

To: Non-Participating School Boards                        

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Investments

Pop-Up Option Amendment

Cash Out Amendment

CSI Contact Information

No. 170 - April 18, 2005

To: School Boards, Active/Inactive Plan Participants and Retirees           

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Investments

Pop-Up Option Amendment

Cash Out Amendment

No. 169 - November 2004

To: Participating Schools and Participants

From: Howard Van Mersbergen, Executive Secretary Treasurer

Recap of Amendments

Considerations

For Assistance

No. 168 - November 2004

To: Inactive Vested Pension Participants With a Deferred Benefit

From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report

Retirement Benefit

Retirement Checklist

Investments

Deferred Retirement


No. 167 - November 2004

To: Active and Inactive Plan Participants on August 31, 2004 

From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report 

Retirement Benefit 

Retirement Checklist 

Interest Rate 

Investments 

Updated Factors for the Optional Forms of Retirement Benefits 

Deferred Retirement 

No. 166 - September 22, 2004

To: Member Schools, Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Board of Directors Amends CSI Pension Plan

Why the Amendments are Necessary

Recapping the Amendments

How the Amendments Impact Pension Accruals

New Early Retirement Reduction Factors

Why a Defined Benefit Plan for CSI Schools

Timelines

Questions?


No. 165 - June 4, 2004

To: School Boards, Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

CSI Pension Plan News



No. 164 - May 14, 2004

To: Non-Participating Schools

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Investments

Teacher/Administrator Partnership Program

Updated and Improved CSI Web Site

Read the Full Issue

 

No. 163 - May 6, 2004

To: School Boards, Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Investments

Teacher/Administrator Partnership Program

Webcast Recording

Read the Full Issue

 

No. 162 - March 24, 2004

To: Plan Participants

From: Howard Van Mersbergen, Executive Secretary Treasurer

Thanks for Your Participation

Webcast Recording

Your Feedback

Contact CSI

Read the Full Issue

No. 161 - February 25, 2004 

To: Plan Participants

From: Howard Van Mersbergen, Executive Secretary-Treasurer

CSI Pension Plan: What's Happening

Your Pension Benefit: How the Pension Plan Works

Proposed Solutions: Changes to the Pension Plan

Read the Full Issue


No. 160 - February 20, 2004

To: Participating Boards and Administrators

From: Howard Van Mersbergen, Executive Secretary Treasurer

Upcoming Meetings – Save the Date

Setting Up a Meeting

 

 

No. 159 - January 14, 2004

To: Active and Inactive Plan Participants and Participating Schools

From: Howard Van Mersbergen, Executive Secretary Treasurer

Your Pension Plan Booklet

Your Pension Benefit

Updated Benefits Web Site

Test Your Retirement Knowledge

Participant Address Changes

 

 

No. 158 - November 2003

To: Inactive Vested Pension Participants With a Deferred Benefit

From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report

Retirement Benefit

Retirement Checklist

Investments

Read the Full Issue

 

No. 157 - November 2003

To: Active and Inactive Plan Participants on August 31, 2003

From: Howard Van Mersbergen, Executive Secretary Treasurer

Status Report

Retirement Benefit

Retirement Checklist

Interest Rate

Investments


No. 156 - April 22, 2003

To: Non-Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Read the Full Issue

 

No. 155 - April 22, 2003

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Plan Book

No. 154 - April 18, 2003

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Plan Book

Read the Full Issue

 



No. 152 - April 13, 2003

To: Participating Schools

From: Howard Van Mersbergen, Executive Secretary Treasurer

August 30, 2002, Filing of Restated Plan


No. 151 - April 23, 2002

To: Participating Schools

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Read the Full Issue

 



No. 150 - April 23, 2002

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Read the Full Issue

 



No. 149 - April 23, 2002

To: Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Read the Full Issue

 



No. 148 - May 7, 2001

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Basic Financial Information

Minimum Funding Standards

Your Rights to Additional Information

Read the Full Issue

 




No. 147 - May 7, 2001

To:  Non-Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Read the Full Issue

 




No. 146 - May 7, 2001

To: Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments

Read the Full Issue

 




No. 145 - April 5, 2000

To: Retired Participants

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Investments


No. 144 - April 5, 2000

To: Retired Participants

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Plan Book

Investments

Read the Full Issue

 


No. 143 - April 5, 2000

To: Non-Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Pension Video

Investments


No. 142 - April 3, 2000

To: Active/Inactive Plan Participants

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Plan Funding

Plan Book

Investments


No. 141 - April 5, 1999

To: Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Change to Age 70 1/2 Rule

Year 2000 Compliance

Investments

Read the Full Issue

 

No. 140 - April 5, 1999

To: Non-Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Change to Age 70 1/2 Rule

Year 2000 Compliance

Investments

No. 139 - April 6, 1999

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Change to Age 70 1/2 Rule

Year 2000 Compliance

Investments

No. 138 - May 8, 1998

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Election of an Optional Form of Retirement Benefit

Year 2000 Compliance

Investments


No. 137 - May 8, 1998

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Election of an Optional Form of Retirement Benefit

Year 2000 Compliance

Investments

No. 136 - May 8, 1998

To: Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Election of an Optional Form of Retirement Benefit

Year 2000 Compliance

Investments


No. 135 - August 21, 1997

To: Non-Participating Schools

From: Howard Van Mersbergen, Executive Secretary Treasurer

Survey Results

2% Plan

Eligibility for CSI Retiree Insurance


No. 134 - August 21, 1997

To: Participating Schools, Active/Inactive Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Survey Results

2% Plan

Eligibility for CSI Retiree Insurance


No. 133 - April 1, 1997

To: Non-Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Surveys

Increase in the Average Age

Use of Surplus

Vesting Status at Age 65

Investments


No. 132 - April 1, 1997

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Surveys

Increase in the Average Age

Use of Surplus

Vesting Status at Age 65

Investments

No. 131 - April 1, 1997

To: Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Surveys

Increase in the Average Age

Use of Surplus

Vesting Status at Age 65

Investments

Read the Full Issue

 

No. 130 - September 11, 1996

To: Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Survey

No. 129 - September 4, 1996

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Survey


No. 128 - August 8, 1996

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Salary Verification - 1995/1996 Pension Plan Year

No. 127 - April 12, 1996

To: Non-Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Retirement Benefit Calculations

Investments


No. 126 - April 12, 1996

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Retirement Benefit Calculations

Investments

No. 125 - April 12, 1996

To: Active/Inactive Plan Participants and Retirees

From: Howard Van Mersbergen, Executive Secretary Treasurer

Summary Annual Report

Annual Actuarial Valuation

Retirement Benefit Calculations

Investments

No. 124 - October 31, 1995

To: Active and Inactive Plan Participants and Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

Plan Books

Status Report


No. 123 - August 2, 1995

To: Participating School Boards

From: Howard Van Mersbergen, Executive Secretary Treasurer

IRS Audits of Participating Employers

Salary Verification - 1994/1995 Pension Plan Year