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Retirement & Investments
Prepare for a secure financial future with retirement plan benefits and investment solutions available to UMC clergy and employees.
Health & Well-Being
Discover an array of benefits and resources to support your health and vitality, from group health plans and well-being programs to life and longterm disability coverage for UMC clergy, employees and their families.
For Current Plan Sponsors
Access plan administration resources and support to help plan sponsors effectively manage their health benefits and retirement plans.
Institutional Investors
Looking for information about Wespath Institutional Investments?
Visit Wespath.com
Comment from the CIO: What Does a U.S. Ban on Russian Oil Mean for Markets?
How will the U.S. ban on Russian oil impact the financial markets? Chief Investment Officer Dave Zellner provides his thoughts on the topic.
Comment from the CIO: Russia's Invasion of Ukraine
Dave Zellner, CIO, comments on Russia's invasion of Ukraine and the resulting market volatility. He reminds investors that volatility is normal in times of uncertainty and Wespath will continue to adhere to its disciplined long-term investment strategy.
UMC Clergy Financial Well-Being Initiative
Wespath Benefits and Investments has partnered with a broad coalition of organizations to help clergy improve their financial acumen and address their debt. Pastors are better positioned to serve, lead and grow vibrant congregations when personal finances are not a source of stress.
Saving Grace: A Guide to Financial Well-Being
Saving Grace is a six-session, small group learning curriculum that speaks to key money management topics—such as saving, earning, giving, spending, and debt—from a Wesleyan perspective to help participants reach personal financial goals and achieve a sustainable financial life.
GENERAL CONFERENCE
General Conference 2020 has been postponed until 2024.
Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge.
Learn more about Wespath's legislative focus for General Conference and questions regarding a potential UMC restructure.
Wespath's COVID-19 Information
This page provides links to all of Wespath's COVID-19 materials including videos, retirement FAQs, health resources, congregational health information and links to important websites.
News & Events
Monthly Investment Report and Markets at a Glance Video: April 2022
The Monthly Investment Report for April 2022 is now available, along with the Markets at a Glance video from Mark Warren, CFA, Manager, Public Equities at Wespath.
Learn more
Investment Insights Blog: Inflation and the 60/40 Portfolio
From an investment perspective, inflation, as we are currently witnessing, is a headwind for both stocks and bonds. Learn more in our new blog post.
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CEO Blog: Committed to You in a Changing Methodist Ecosystem
Wespath is positioning itself to serve a future that will look different than today. Foremost amidst change, we are focused unwaveringly on the security and continuity of service to our participants. Learn more in Wespath's first CEO Blog post.
Learn more