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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.comQ4 Market Takeaways and 2022 Review
Managing Director of Investment Management Frank Holsteen recaps the major investment news from Q4, reviews key themes from 2022, and shares the important factors investors will be watching in 2023.
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.
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.
Read more
It's Always a Good Time to Save for Retirement
Frank Holsteen, Managing Director of Investment Management, explains why it is important to continue contributing to your retirement account through financial market highs and lows.
Watch the Video
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: Wespath’s Refreshed Investment Beliefs
In 2016, Wespath formally codified our Investment Beliefs document, which highlights the foundation of our investment philosophy, describes our thought process when investing, and explains how we think investing works. Now, in 2023, we are releasing our updated Investment Beliefs.
Learn more
Investment Insights Blog: How Sustainability Themes Impact Economic Growth: An Example in Action
Rashed Khan and Ryan McQueeney explain how specific actions affect the longevity of a sustainable economy framework. They do this by honing in on human capital management and detailing how company operations can snowball and have positive or negative economic repercussions.
Learn more
Monthly Investment Report and Markets at a Glance Video: December 2022
The Monthly Investment Report for December 2022 is available, as is a new video from Managing Director of Investment Management Frank Holsteen that recaps major investment news from Q4, reviews key themes from 2022, and shares the important factors investors will be watching in 2023.
Learn more