Start Your Wespath Journey
Your trusted partner in retirement, health and well-being benefits
Becoming a Wespath Plan Sponsor
Wespath partners with organizations across the United Methodist connection—and beyond—to provide values-aligned benefit programs. Our programs are designed to care for clergy, employees and their families. As your benefits provider, we combine long-term stewardship, professional investment management, and dedicated customer support to help you administer your benefits with confidence.
For a deeper look at our investment philosophy, stewardship and mission-driven approach, visit our Stewardship in Action.
Our Work Is Rooted in Mission and Care, Just Like Yours
Wespath is committed to serving those who serve others. We are guided by principles of stewardship, integrity, and service. As a mission-aligned benefits plan provider, we manage benefit plans with a focus on:
- Reliable support for plan sponsors/employers
- Comprehensive participant care
- Values-aligned investing
- Fiduciary responsibility
- Financial strength and risk management
To learn more about our mission and approach, visit Why Choose Us.
As Your Mission-Aligned Benefits Plan Provider
Wespath delivers a comprehensive suite of benefit administration services. Al services support our long-standing commitment to integrity, financial sustainability, and participant well-being. These services are available to:
- Methodist-related nonprofit organizations, churches, universities, health systems and other ministries
- Local churches and UMC-affiliated ministries
- Annual conferences of The United Methodist Church (UMC)
Below is a quick overview of the benefit programs and administrative solutions available when you become a Wespath plan sponsor.
Retirement Plan Services
Wespath administers retirement plans that help organizations support their employees’ long-term financial well-being.
- Personal Investment Plan (PIP) – a defined contribution plan available for Methodist-related plan sponsors and employees to offer their employees (clergy and staff).
- Compass Plan (Compass) – effective January 1, 2026, the mandatory retirement plan for full-time clergy serving The United Methodist Church. Compass is a defined contribution plan that includes professional investment management and flexible retirement income options.
How Wespath Supports You:
- Benefit plan setup and ongoing administration
- Benefit-related compliance guidance and regulatory updates
- Employer reporting tools and retirement contribution management
- Access to professional investment management and values-aligned investment options
Benefits Education, Guidance & Administrative Support
Wespath partners with organizations to help them understand benefit program requirements and support their employees.
How Wespath Can Support You:
- Benefit education seminars and webinars
- One-on-one participant consultations (virtual or onsite)
- Onboarding support for new employers
- Retirement and investment resources
- Health and well-being materials
- Benefits-related regulatory and compliance updates
We also offer specialist-level support from the Wespath Benefits Education Team, Customer Service Team, and Plan Sponsor Relations Team.