Retirement Education

Participants

E-Learning Presentations


Plan Sponsors

Webinar

  • Roth is Here Webinar—November 2015
    Recorded webinar provides an overview of Roth contributions and rules for UMPIP and Horizon plans, and discusses procedural changes for contribution remittance, paper billing, W-2 reporting, etc.

Training Videos

  • Contribution Management Training
    Wespath Benefits and Investments provides these videos to help you better utilize Contribution Management. Topics include:

    • Add or Change Banking Information
    • Adjusting Bill with Auto Funding Enabled
    • Make Edits to Remittance Reminder
    • Update Contribution Options

Publication

  • UMPIP Plan Sponsor Newsletter
    An e-publication supporting Wespath’s commitment to providing the resources and assistance plan sponsors need to administer the United Methodist Personal Investment Plan (UMPIP) for participants and help plan sponsors keep participants interested, engaged and contributing to UMPIP.

To receive this newsletter automatically via e-mail, sign up here.

Sponsor a Plan

  • United Methodist Personal Investment Plan (UMPIP)
    An Internal Revenue Code section 403(b) defined contribution retirement plan for clergy and lay employees of The United Methodist Church and affiliated organizations. It can be sponsored by annual conferences, local churches and/or Church-affiliated organizations (e.g., retirement homes, educational institutions, etc.).

    Read our brochure to learn more about plan sponsorship. If you are ready to begin, please request a UMPIP Adoption Kit by completing a brief online form.

  • Horizon 401(k) Plan (Horizon)
    An Internal Revenue Code section 401(k) defined contribution retirement plan for employees of for-profit and nonprofit organizations.

    To sponsor the Horizon 401(k) Plan for your lay employees, contact the Retirement team at 1-847-883-4078.

 
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