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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
Live from Wespath Webinar Recordings Available
Topics include investment updates, General Conference 2024 and the Compass Retirement Plan.
Watch the Recordings
Wespath’s Legislation Highlights
Learn more about plan updates and other petitions approved at General Conference
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.
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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.
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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.
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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.
Learn more about Saving GraceNews & Events
Monthly Investment Report and Markets at a Glance Video: July 2024
Wespath's Connie Christian—Manager of Fixed Income—reviews market and economic activity from July 2024, including strong performance from small- and mid-cap stocks. Read our Monthly Investment Report to learn how the markets impacted our fund performance.
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Press Release: Shareholders and State Pension Officials Make the Case Against Two ExxonMobil Directors
Mercy Investment Services and Wespath Benefits and Investments are joined by Illinois State Treasurer Michael Frerichs and Maryland Comptroller Brooke Lierman in calling for a vote against ExxonMobil Board Chair and CEO Woods and Lead Independent Director Hooley for governance shortcomings tied to the oil giant’s lawsuit against two shareholder proponents.
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Investment Insights Blog: Q2 Key Takeaways: Market Insights From the First Half of 2024
While there are very few guarantees in the financial markets, through the first six months of 2024, things are looking fairly positive for investors. The U.S. economy remains resilient, and market leaders like Nvidia keep chugging along. What else is driving returns so far this year? What should we be watching in the coming months? Wespath’s Joe Halwax answers these questions, and more, in our latest blog.
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