For more than 100 years, Wespath Benefits and Investments (Wespath) has invested the retirement assets of clergy and lay employees of The United Methodist Church (UMC).

With more than $20 billion in assets under management, we are the largest denominational pension fund and one of the top 100 pension funds in the United States.1

We combine competitive returns2 with investments that align with the values of the UMC, making us a responsible investment choice for UMC plan sponsors and individuals. Our funds are available to clergy and lay employees of the Church and Church-affiliated organizations both during years of service and after retirement.

Wespath promotes response.ability through:

  • Proven track record: Our funds have earned competitive investment returns compared to mutual funds with similar investments.2
  • Lower expenses: Our fund expenses are below the median for mutual funds with similar investments.
  • No front-end loads or back-end fees: We don’t charge sales commissions or redemption fees.
  • Financial guidance: EY Financial Planning Services are available at no charge3 to equip and empower you to make informed investment decisions.4
  • Investment management: The LifeStage Investment Management Service is available to manage your retirement account at no charge,3 simplifying your investment decisions.
  • Distribution management: LifeStage Retirement Income is available to manage your distributions in retirement at no charge.3 It issues monthly payments to you from your defined contribution account. LifeStage is intended to make your retirement income last for your lifetime and keep pace with inflation.
  • Diversified fund offering: If you prefer to self-manage your account, you can select among a diversified offering of Wespath funds.
  • Easy access to account information: Access to your account information 24/7 on the Benefits Access website ( and through the Benefits Access Mobile App (available from the App StoreSM or Google PlayTM). Wespath representatives are also available by phone weekdays during normal business hours, and statements of your account are sent quarterly via mail or online notification.
  • Planning tools: The Retirement Readiness Tool, Retirement Benefits Projection and Retirement Income Calculator online applications are available in Benefits Access to help you plan for retirement.
  • Sustainable investing: We actively advocate for environmental stewardship, workers’ and human rights, and access to health care and sound corporate governance; and we avoid investing in companies whose products and/or services are not aligned with Church values. Through our Positive Social Purpose Lending Program, we make market rate investments in affordable housing, community development and business opportunities for the working poor around the world.

We believe you will find our approach refreshing—earning competitive returns without sacrificing your values.

1According to Pensions & Investments

2Historical returns are not indicative of future results. The investment funds are neither insured nor guaranteed by the government. For more information about the funds, please see the Investment Funds Description.

3Costs for these services are included in Wespath’s administrative expenses that are paid for by the funds.

4Services 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.


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