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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?
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Updated Blog: Should Investors Be Worried About the Debt Ceiling Debate?
The debate over the debt ceiling has been happening in Washington for several months. Could a “trillion-dollar” coin be a real solution? Wespath’s Joe Halwax answers these questions and more in our updated blog from earlier this year.
Read the Updated Blog
Playback: Live From Wespath
Watch recordings from the May 17, 2023 United Methodist clergy event.
Learn moreDisaffiliation Information
FAQs, videos and other resources regarding disaffiliation from the UMC.
View Disaffiliation Resources
United Methodist Church (UMC)
General Conference
Rescheduled for April 23-May 3, 2024.
Learn more about Wespath's legislative focus for General Conference.
Read more
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
Monthly Investment Report and Markets at a Glance Video: April 2023
Amy Bulger, Director of Private Markets, explains how the U.S. debt ceiling debate is creating unprecedented volatility in the U.S. Treasury market. She also discusses the U.S. economy slowing in the first quarter of 2023, inflation cooling a bit and a positive month for markets in April 2023.
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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.
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Investment Insights Blog: Key Takeaways from First Quarter's Markets
The first quarter began largely positive for global financial markets as moderating inflation remained the dominant theme of the first two months of the year. Nevertheless, in March attention quickly shifted to volatility in the banking industry, as the U.S. witnessed the second- and third-largest bank failures in its history.
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