Did you know you can keep your money with Wespath?

Here are some things to consider:



Autopilot Solutions
LifeStage Investment Management and LifeStage Retirement Income—offered at no cost.

Comprehensive Financial Guidance
EY Financial Planning Services are available at no cost.

Clergy Housing Allowance Preservation
Rollovers out of a Wespath-administered plan may not be eligible for the housing allowance exclusion.

Additional Advantages

  • Sustainable investment management—We promote environmental stewardship, workers’ and human rights, and sound corporate governance.
  • Proven long-term track recordOur funds have competitive long-term investment returns.
  • Lower expenses—Compare our investing costs with other plans and IRAs.
  • Flexible retiree loans—Retirees can take a loan from account balances instead of a taxable distribution.
  • Customer-focused approach—We provide competitive services to meet your every need.

 

Disclosures:

  • Information provided is as of December 31, 2016.
  • Historical comparative returns are for the 10-year period ending December 31, 2016. Investment returns are not indicative of future results. The investment funds are neither insured nor guaranteed by the U.S. government. For more information about the funds, please see the Investment Funds Description.
  • Costs for EY Financial Planning and LifeStage services are included in Wespath’s operating expenses that are paid for by the funds.
  • EY Financial Planning Services are available to active participants and surviving spouses with account balances, and to retired and terminated participants with account balances of at least $10,000.
  • Online account access is available 24/7 at www.benefitsaccess.org.

 

 
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