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Comment: 401K to 403(b)(9)


Procedure Name:Exiting Employment
Scope:U.S.-based Career Employees
Revision Date:October 22, 2020
Last Review Date:June 8, 2023


specifically on-going
Note
titleThis Exit process is
for
ongoing U.S.-based employees.

If you are an overseas worker and/or Based missionaries.Special conditions apply for missionaries who are part of a fixed-term program with a church or other ministry partnership (international or domestic). If you are a Fixed-term employee or International employee pre-determined exit date, please contact your liaison for Exiting Exit instructions and information.: 

Fixed Term
(
interns
/
, residents
/fellows) - contact Carly Erskine at carly.erskine@reliant
, and fellows:

Leanne Strickland leanne.strickland@reliant.org (

407

689)

901

206-

0862

0185

Collegiate/GCC Intern or residents
- contact
:

Kathy Zellinger

at 

kathy.zellinger@reliant.org (407) 502-0995

International:

See International

- see in the International Section of Solomon, or contact Bethany Russell at 

Adrienne Lansing, international@reliant.org

 

(407)

986

801-

5530

Overview

When exiting employment with Reliant, several steps must be followed, whether the missionary is voluntarily terminating his/her ministry or whether the ministry is ending for other reasons. For employees involved in the MTD process, additional steps must be taken.

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If you are unsure what program team you are on, please see: What Program Team Am I On?


Info

The Exit

Tip
titleTips for Exiting Employment
Get started early. The exiting

process can take 30-60 days.

Steps for Exiting Employment

Warning
titleRevised - Oct 2020

This process was revised in October 2020. Please read below to review the current process, which now begins with the Exiting Missionary sending an email to their Reliant program team liaison. The liaisons contact info is provided below as a reference.

...

1. Email your Program Team Liaison. 

Note
Timeline: Exiting employment can be a lengthy process. Please notify Reliant of your intent preferably 60 days before planned exit but at least 30 days before.

Start your exit conversation with your liaison early.

UI Expand
titleWho is my liaison?


US Based EmployeesCollegiate & GCC Employees

Include Page
FMHOME:US Program Team contact
FMHOME:US Program Team contact

Include Page
FMHOME:Collegiate Program Team Contact
FMHOME:Collegiate Program Team Contact



Short Notice Exits - Failure of Advance Warning

Benefit and employment changes can take 30 days to process. 

When employment ends, so do insurance, benefits, and tax payments. Should you fail to provide an advance warning, Reliant may pay for benefits on your behalf without the possibility of a refund. If Reliant receives an exit notification later than the 1st of the month of the last day of employment, we may direct any credits we receive to the account called "where most needed." 

If a notification comes later than the last day of employment, Reliant is free to set the last day of employment according to Reliant's needs. Reliant will be free to adjust back pay and reimbursements related to any overpayment of salary. 

Switching to Associate Volunteer Status

If you'd like to exit employment but stay on with Reliant as an Associate volunteer, reach out to your liaison. 

Steps for Exiting Employment

UI Steps


UI Step

Email Your Program Team Liaison

Reach out to your liaison 30-60 days before your intended exit through email stating your intention to resign, the proposed resignation date,

...

and the reason(s) for leaving employment.

...

Please note: Notifications after the 1st of the month when employment will end are considered late notifications.

...

2. Phone Appointment With Liaison to Complete Exit Information Form

Note

Timeline: Preferably 30 days in advance of planned exit, at the latest due by the 16th of the month in which the exit is taking place.

...

 

Your last day of employment will affect the following important dates: 

EventWhen occursExample Dates
Your last day of regular benefitsYour last day of employment4/30
Your last regular paycheck for employment

The month following the last day of employment (on the 15th of that month)

5/15
Closing your MTD account to incoming gifts

The month following the last day of employment (on the last day of that month)

** Fully-Funded "one-check donor" accounts may close on a different timetable.

5/31
Your last paycheck for back pay

The second month following the last day of employment (on the 15th of that month)

6/15

Your last day for reimbursements

The second month following the last day of employment (on the last business day of that month, as long as submitted by the appropriate deadline)

6/30



UI Step

Phone Appointment With Liaison to Complete Exit Information Form

During your exit phone call:

  • Your liaison will explain how the exit process works

...

  • and

...

  • assist you in

...

  • determining the

...

  • dates

...

  • to submit

...

  • on your

...

  • exit form and communicate those dates in your final prayer letter to

...

  • your donors about your decision to exit.

...

...

...

  • . Please DO NOT submit this until you are on the phone with the Reliant Liaison.

...


UI Step

Exit Prayer Letter

  1. Send your drafted

...

  1. exit prayer letter

...

  1. to your liaison for approval at least 14

...

  1. -30 days before your planned exit date. This letter will communicate your decision to leave Reliant employment

...

  1. to

...

  1. your

...

Involuntary exits: In event that termination is involuntary and the amount of time to the last day of employment is less than 14 days, then the employee must submit an exit prayer letter to your Reliant Liaison within the time limit set by Reliant. After receiving approval, the exiting employee must send the letter to all ministry donors before the resignation date. Even if ministry donors are to be contacted by phone, an exit prayer letter must be sent to them. A copy must also be sent to your Reliant Liaison.

...

  1. team of financial partners

...

  1. and request that your partners continue giving to Reliant

...

  1. , possibly to other

...

  1. employees in your location or

...

  1. ones you have been associated with along the way. 
  2. After approval, send your exit prayer letter to your ministry team. 

Resource: Exit Prayer Letter Sample Wording

...


UI Step

Complete the Exit Survey

...

Before your Exit Interview (

...

next step), complete the exit survey for your program team. 

UI Button
colorblue
titleCollegiate/GCC Exit Survey
url

...

expandedtrue
titleReliant Missionary Exit Surveys

...

https://forms.office.com/Pages/ResponsePage.aspx?id=mQyCDiYyukSdFUu93fOo6IJcbW0Q3H1MjLI1C6HO94lUNEVEVVcyMzJGTURCRUZROUtKVzlMSTdFVy4u

UI Button
colorblue
titleU.S.

...

Churches and Ministries
urlhttps://forms.office.com/Pages/ResponsePage.aspx?id=mQyCDiYyukSdFUu93fOo6IJcbW0Q3H1MjLI1C6HO94lUNlhPMTFRQTNPTk5VMkFRT0JFNzFMQjcxOS4u

...

5. Set up Exit Interview with Reliant - Program Team Leader

...


UI Step

Schedule Exit Interview 

At least 14 days before the planned

...

Details:  Sign up for an Exit Interview

Collegiate and GCC Missionaries: Click on Mike Swann's Calendar to sign up for a time

...

exit, schedule your exit interview with your Reliant Program Team Leader by selecting the calendar link:

Collegiate/GCC:Russell Dietrich's Calendar
U.S. Churches and Ministries: 

...

 

During this 30-45 minute call, you will discuss:

  • Your employment end date

...

  • Your reason for exiting staff

...

  • Your plans after leaving staff

...

  • The support you received from Reliant and your local

...

6. Discuss current back pay and outstanding reimbursements

Note
Timeline: During exit interview
  • supervisors throughout your employment
  • Any back pay (outstanding salary) 
  • Any outstanding reimbursements


Info
titleBackpay and Reimbursements

Reliant generally accepts requests for reimbursement of ministry expenses up to the second month following the last day of employment. Submit any reimbursement forms as soon as possible to reimbursements@reliant.org in order for these requests to be considered by Reliant.

If you

...

have incurred back pay (i.e., outstanding salary)

...

and/or have not yet received reimbursement for ministry expenses, you may inform your financial partners in your exit prayer letter that some contributions may be used

...

to pay outstanding salary and/or ministry expenses

...

7. Health Insurance: Plan for your coverage to end

Note

Timeline: All coverage terminates on the exit date. 

Details: 

...



UI Step

Plan for Health Insurance Coverage to End

Your Reliant benefits, including health insurance, terminate the same day as your last day of employment. 

If you are a plan member with Reliant's group health insurance, you may be eligible for continuance coverage after employment. For more information, see Continuation of Insurance Coverage or contact

...

your liaison.

If you

...

are a member of an HSA

...

plan, please see Exiting Employment - What Happens To Your HSA

...

...

8. Automatic Deposit: Contact payroll@reliant.org with bank account changes

Details: Employees who have an automatic deposit agreement must notify Reliant if their bank account changes or will change before they receive their final paycheck.

...


UI Step

Update Automatic Deposit Agreement

If your bank account is changing, and you receive your paycheck through automatic deposit, update your automatic deposit agreement as soon as possible, before receiving your final paycheck.


UI Step

Request MTD Fund Transfer (see Exiting MTD Transfer policy for guidelines)

...

...

Timeline: Exiting MTD Transfer Requests must be received by the Employment Services Dept (payroll@reliant.org) no later than the 16th day in the month of exit

...

If after your final paycheck and reimbursements, you believe there may be an account balance remaining in the MTD fund for which

...

you are responsible

...

, you may submit an Exiting

...

Employee Transfer Request Form.

...

 Exiting MTD Transfer Requests must be received by Reliant no later than the 16th of the month of exit

Resource: 

...

Exiting MTD Funds Transfer


UI Step

...

Prepare for your first.last@reliant.org

...

email address

...

, Google account, and Toolbox access to be closed

...

...

If you are fully exiting (not switching to Associate Staff), Reliant

...

deactivates your email address and Google account

...

one month after your exit date.

...

We recommend downloading your paystubs for your records before your access to Toolbox ends. 


UI Step

Remove your Microsoft Office 365

...

from your computer

...

if applicable

...

Note
Timeline: No later than the last day of employment

If you participated in the Reliant benefit of using Microsoft Office 365 at a discounted price, remove the software no later than your last day of

...

employment. If you are remaining a Reliant associate

...

staff, you still must remove the software

...

12. Make decisions about the Rollover of any 401(k) funds

...

, because only paid employees are eligible for this benefit. 


UI Step

Update Your Principal 403(b)(9) Contact Information

Reliant notifies Principal of an employee's exit after their final paycheck

...

403(b)(9) contributions have been remitted to Principal. Principal will then reach out about how to disperse any funds. Please log onto Principal as soon as possible and update contact information so that this communication is received.

Important dates after employment

...

The month following last day of employment (on the 15th of that month)

** Hourly employees that fill out a time card for their hours worked may be paid for 2 paychecks after their last day of work, based on the time card payment schedule for the year

...

The month following last day of employment (on the last day of that month)

** Due to the potential of an exiting hourly time card employee receiving 2 pay checks for their final hours worked, the MTD account may remain open an additional month to accommodate the unique pay schedule for their hours worked

*** Fully-Funded "one-check donor" accounts may close on a different timetable.

...

The second month following last day of employment (on the 15th of that month)

**Hourly employees that fill out a time card for their hours worked may receive their last check for backpay in the third month after their exit, based on the time card payment schedule for the year to allow them the same benefit of an extra check as other exiting employees

...

Your last day for reimbursements

...

The second month following last day of employment (on the last business day of that month, as long as submitted by the appropriate deadline)

**Hourly employees that fill out a time card for their hours worked may receive their last reimbursements in the third month after their exit, based on the time card payment schedule for the year and other corresponding pay dates (above).

UI Button
colorgreen
newWindowtrue
titleReview your next steps for your Retirement Plan as you exit
urlhttps://solomon.reliant.org/x/xwiKB


UI Step

Return Reliant Materials

Return any relevant property, materials, and information that belong to Reliant by your last day of employment. 




Failure of advance warning 

  • Employment Services works hard to help transitioning missionaries receive as much benefit as possible from funds raised. Many things stop when employment ceases, like medical and dental insurance, all benefits, tax payments, etc.  Should a missionary fail to provide sufficient advance warning of their exit, the result could be that these benefits may be paid on the missionary's behalf unnecessarily. In some cases, Reliant can seek credit from insurance providers. Reliant can never seek credit for the overpayment of taxes. When a missionary's notification is submitted later than the 1st of the month of the last day of employment, Reliant may direct any credits we are able to receive to the account called "where most needed." 
  • If a notification comes later than the last day of employment, Reliant is free to set the last day of employment according to Reliant's needs. Reliant will be free to adjust back pay and reimbursements, related to any overpayment of salary. 
  • Benefit and employment changes can take 30 days to process.

...

Review of tasks to complete

  • Email written notification to your Reliant Liaison (30 -60 days before planned exit)
  • Complete the Exit Information Form while on the phone with your Reliant Liaison (14-30 days before planned exit)If applicable, a member of the Employment Services team will contact you regarding further actions or information needed. 
  • Draft exit prayer letter and submit to your Reliant Liaison for approval (14-30 days before planned exit)
  • After approval, send exit prayer letter to ministry team (before planned exit)
  • Set up an exit interview with your Reliant Program Team Leadership (at least 14 days before planned exit)
  • If interested in continuing health insurance coverage, contact benefits@reliant.org
  • If you have an automatic deposit agreement and will change your bank account before receiving your final paycheck, contact payroll@reliant.org
  • If you have an account balance remaining, review Reliant's MTD Fund Transfer Policy and if interested, send completed MTD Transfer Request to payroll@reliant.org (no later than 20th day in the month of exit).
  • Return relevant property, materials and information that belong to Reliant (by the day of exit)
  • Remove Microsoft Office 365 software from your computer, if applicable
US Based MissionariesCollegiate & GCC Missionaries

Include Page
FMHOME:

U.S. missionaries

US Program Team contact
FMHOME:

U.S. missionaries

US Program Team contact

Include Page
FMHOME:Collegiate Program Team

Missionary

Contact
FMHOME:Collegiate Program Team

Missionary

Contact


...

Related pages