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Live from Wespath Webinar Recordings Available

Topics include investment updates, General Conference 2024 and the Compass Retirement Plan.

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UMC General Conference

April 23 to May 3, 2024.

Wespath’s GC 2020 (2024) Info

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
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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.

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News & Events

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Monthly Investment Report and Markets at a Glance Video: June 2024

Wespath Managing Director of Investment Management Frank Holsteen discusses the top stories from financial markets in Q2 in our latest Markets at a Glance video.

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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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