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

scphelp@fmr.com

– 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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