Retirement Information

Beneficiary Designation Guidelines

A beneficiary receives certain plan benefits after you die or if you cannot be located when a benefit must be paid. Learn about Wespath's beneficiary rules.

Calculators

A variety of calculators on topics including mortgage refinance, loan amortization, compound interest and retirement payout.

Related Retirement Websites

Links to organizations that provide valuable information on retirement, aging, finance, health and housing.

Retirement Publications

Check out helpful information about our various retirement plans and investment opportunities, as well as brochures intended specifically for retirees.

Clergy Taxes

Tax resources designed specifically for clergy.

Retirement Articles

A collection of useful articles about retirement, financial planning, family events and more to support the financial well-being and healthy lifestyles of clergy, lay employees, retirees and their spouses.

 

 
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