Investments Publications and Reports

Monthly Investment Report

Read the latest Monthly Investment Report by Chief Investment Officer Dave Zellner.


Learn about matters that affect retirement for plan participants in our quarterly newsletter.

Wespath Investing Opportunities

Investing can be intimidating, yet it is important. Often, a great deal of data arrives at a dizzying pace, making it more confusing. And more complicated than it needs to be. As your responsible choice, Wespath Benefits and Investments (Wespath) has resources to guide you toward your personal goals.

Investment Funds Description

Further information on the investment strategy and other pertinent details of Wespath's funds.


Important Information

If you self-direct your Wespath-administered retirement assets, become informed about factors you should consider when selecting investments, including Wespath Interfund Transfer Rule.


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