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.
Looking for information about Wespath Institutional Investments?
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.
FAQs, videos and other resources regarding disaffiliation from the UMC.View Disaffiliation Resources
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.Learn more
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 Grace
News & Events
Monthly Investment Report and Markets at a Glance Video: January 2024
The Monthly Investment Report for January 2024 is now available. In our Markets at a Glance video, Wespath's Connie Christian, Manager of Fixed Income, explains how inflation and interest rates once again impacted returns in both the stock and bond markets in January.Learn more
Press Release: Wespath CIO Dave Zellner Announces Retirement
Dave Zellner, chief investment officer, Wespath Benefits and Investments, today announces his intent to retire on August 1, 2024. Zellner will be succeeded by Deputy Chief Investment Officer Johara Farhadieh.Learn more
Investment Insights Blog: Market Takeaways from Q4, Wespath’s 2023 Year-in-Review, and Top Themes for 2024
In our latest blog, Wespath’s Joe Halwax and Raj Khan provide their insights on the top stories from Q4 and 2023 – covering everything from the dominance of the “Magnificent 7” to why continued calls for a recession are starting to sound like a Taylor Swift concert, and much more. Joe and Raj also highlight a few key themes for 2024 to get your New Year started off right!Learn more