WESPATH BENEFITS AND INVESTMENTS
We're dedicated to building a brighter future for all those we serve, with more than 100 years of success and sustainability behind our retirement plans, investment solutions and health benefit plans.
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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 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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General Secretaries’ Statement on Racial Justice
“We commit to look with new eyes and renewed commitment at matters relating to staffing, the make-up and leadership of our boards of directors and the allocation of resources to the important work of racial justice and equity.”
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.
Wespath's COVID-19/Coronavirus Information
This page provides links to all of Wespath's COVID-19/Coronavirus materials including a letter from the Chairperson of Wespath's Board of Directors and the General Secretary to participants, updates and a video from Wespath's Chief Investment Officer, retirement FAQs, health resources, congregational health information and links to important websites.
GENERAL CONFERENCE 2021
General Conference has been rescheduled. The new dates are August 29 through September 7, 2021, in Minneapolis, Minnesota.
Wespath cares for those who serve the UMC around the globe. We're committed to the long-term sustainability of benefits now and for future generations, including supporting the UMC and any new expressions of Methodism that may emerge.
Learn more about Wespath's legislative focus for General Conference 2021 and questions regarding a potential UMC restructure.
News & Events
Investment Insights Blog: Investor Psychology—Why Short-Term Volatility Can Drive Behavior Despite Long-Term Investment Horizons
Counterfactual thinking creates "what if" and "if only" scenarios. These include upward thoughts (how the situation could have been better) or downward thoughts (how the situation could have been worse).
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Investment Insights Blog: 2020 Election Week Market Observations from the Chief Investment Officer
As it goes with every major market move, commentators rush to rationalize the contributing factors. Sometimes there are sound fundamental reasons, for example geopolitical conflict, a poor economic report, disruption in the commodities market, etc. But often times, there are purely “technical” factors that lead to market moves.
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Monthly Investment Report and Markets at a Glance Video: October 2020
The Monthly Investment Report for October 2020 is now available, along with the Markets at a Glance video from Sylvia Poniecki, the Director of Wespath's Positive Social Purpose (PSP) Lending Program.
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