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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.comBank Industry Volatility: An Update from Wespath
Wespath’s Joe Halwax, Managing Director of Institutional Investment Services, and Dave Zellner, Chief Investment Officer, discuss how recent developments at Silicon Valley Bank (SVB), Signature Bank and Credit Suisse are affecting the markets and economy.
SECURE 2.0 Act of 2022 and
Changes for Retirement Plans
This summary explains the more significant changes that impact Wespath-administered retirement plans, and the more noteworthy provisions that are optional to plans.
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United Methodist Church (UMC) General Conference
UMC General Conference 2020 was 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.
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Careers at Wespath
Are you looking for a change of pace? A welcoming workplace? A rewarding career with flexible benefits? If you enjoy doing meaningful work that makes a difference, you belong at Wespath.
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.
News & Events
Investment Insights Blog: Why Does Wespath Invest in International Companies?
Wespath holds meaningful allocations to international securities—stocks and bonds from companies based outside the U.S.—across our investment platform. Despite the recent underperformance of these assets, we find several reasons to maintain our conviction in the value of global diversification.
Learn moreInvestment Insights Blog: Silicon Valley Bank's Failure Reinforces Importance of Long-Term Investment Plan
Last week the United States suffered the second largest bank failure in its history. Amid a run on deposits, Silicon Valley Bank (SVB) lost 60% of its market value on Thursday, March 9, and within the next day it was taken over by the Federal Deposit Insurance Corporation (FDIC). While Wespath acknowledges that these unexpected events could have adverse near-term impacts, we remain steadfast in our belief the U.S. and world economies have been—and will continue to be—resilient in the face of near-term setbacks.
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Monthly Investment Report and Markets at a Glance Video: February 2023
Wespath’s Fred Huang, Senior Investment Analyst, discusses Core PCE, the U.S. Federal Reserve’s preferred gauge of inflation, as well as recent jobs data, equity and bond market performance, and U.S. household debt reaching a record level in the fourth quarter of 2022.
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