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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
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.
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
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.
Read moreThird Quarter 2022 Market Performance Update
In the third quarter of 2022, investors continued to face financial markets challenged by generational-high inflation, hawkish U.S. Federal Reserve policy, an energy crisis in Europe, and a looming global recession. Frank Holsteen, Managing Director of Investment Management, discusses the factors causing such poor market performance, and what we will continue to monitor as we look to the fourth quarter and beyond.
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: Putting Our Sustainable Economy Framework into Practice
Trent Sparrow shares some of the ways Wespath is working to make a sustainable global economy a reality by detailing the goals of our Sustainable Economy Framework and examples of its real-world impact.
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Investment Insights Blog: Intentions and Reflections from a United Methodist Trip to COP27
Jake Barnett reflects on how his experience at November’s COP27 conference enriched his perspective and will contribute to his sustainable investment work.
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Monthly Investment Report and Markets at a Glance Video: October 2022
Investment Analyst Myles Smith discusses the mixed economic signals and resulting market performance in October, including the rebound of U.S. equities, Q3 U.S. GDP growth, persistent inflation and the disappointing performance of the tech giant "FAANG" stocks.
Learn more