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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 General Conference
April 23 to May 3, 2024.
Learn more about Wespath's legislative focus.
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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.
Disaffiliation Information
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.
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: September 2023
Wespath Managing Director of Investment Management Frank Holsteen discusses Q3 market performance—including the dominance of technology and artificial intelligence, U.S. economic resilience, the continued strength of the job market, U.S. monetary policy and more.
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Investment Insights Blog: Q3 2023 Market Takeaways and Mid-Year Recap
Q3 was a sluggish period for financial markets, but economic conditions have been resilient. While most expected growth and inflation to cool significantly—possibly even moving toward a recession—those predictions now seem premature. Joe and Frank explore these themes and dive further into performance and economic data from the third quarter.
Learn moreInvestment Insights Blog: What John Wesley's "3 Simple Rules" Teach Us About Values Aligned Investing
John Wesley provided countless lessons that are relevant to us as investors and partners in mission. Over the years, these expressions have evolved and been combined into the popular phrases we know today. Learn more.
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