Plan Administration
Helping you and your organization confidently manage retirement and health benefit programs
Supporting Your Role as a Plan Sponsor
Plan sponsors play an essential role in guiding clergy and employees as they seek to understand, navigate and access their benefits. The resources below bring together the Wespath systems and tools used by plan sponsors to oversee the retirement contribution process, maintain account information, and support the administration of employer benefit programs. Responsibilities may vary by annual conference or employer, but these core resources offer a strong foundation for ongoing administrative needs.
Annual Conference Toolkit
A curated collection of forms, documents, and resources frequently used throughout the annual administrative cycle. Plan sponsors can quickly locate items such as Summary Plan Descriptions, training materials, plan documents, and other reference tools, including:
- Administrative forms and reference documents
- Guidance for processing contributions
- Checklists and support materials to assist with annual tasks
- Resources to help you communicate benefits information to your employees
Explore the Annual Conference Toolkit
If you need assistance at any point, contact your Wespath Customer Relationship Manager or call 1-800-851-2201. Wespath is here to support you in serving the participants who rely on these important benefits.
Administrative Tools and Support
Wespath offers additional plan administration tools and support to help you communicate effectively and manage ongoing responsibilities:
Benefits Education
Partner with Wespath’s Benefits Educators to bring seminars, webinars and individual consultations to your organization. These sessions help ensure participants understand their retirement, health and well-being benefits.
