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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
United Methodist Church (UMC)
General Conference
April 23 to May 3, 2024.
Learn more about Wespath's legislative focus for General Conference.
Read moreDisaffiliation Information
FAQs, videos and other resources regarding disaffiliation from the UMC.
View Disaffiliation Resources
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.
African Methodist Episcopal Church: Plan Information for Participants
Learn about your plan, and access and manage contributions and investments.
AME Church: Plan Information for Participants
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.
Learn more
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: New Tool Helps Us Measure the Impact of Our Investments in Public Markets
At Wespath, we are proud to showcase how we invest retirement savings and institutional investor funds in ways that align with our shared Methodist values. A new tool helps Wespath achieve that goal.
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Investment Insights Blog: Why Climate Change Is Causing Higher Insurance Premiums and Intensifying the Housing Affordability Crisis
Wespath’s Jake Barnett and Sylvia Poniecki explain why climate change is contributing to higher insurance premiums and intensifying the housing affordability crisis in our latest blog.
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Monthly Investment Report and Markets at a Glance Video: August 2023
Wespath’s Sylvia Poniecki, Director of Impact Investments, recaps a turbulent month for stocks in August and then examines housing affordability in the U.S. Unfortunately, the American dream of owning a home is becoming increasingly out of reach for many. It is also difficult for many to find affordable rental options. Sylvia explains why housing affordability affects the economy and how Wespath is working to address the issue.
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