Resources

 
 
Category: 

Retirement


Oct 14, 2013 hark-89x89 Hark!—October 2013 - General,Most Popular,Hark,Retirement - The October 2013 edition contains articles on the Benefits Access Mobile App, your account review timetable, the Stable value Fund and the relationship between finances and stress.
Oct 11, 2013 3641-89x89 Required Minimum Distributions - General,Retirement - This brochure summarizes RMD rules, how to evaluate your options and what you need to do to start receiving payments. Because Wespath Benefits and Investments cannot provide tax advice, we suggest that you consult with a financial planner, estate planner, tax adviser and/or attorney.
Oct 09, 2013 4494-89x89 EY Financial Planning Services Brochure - Most Popular,Retirement,LifeStage - When you invest toward retirement with Wespath Benefits and Investments, you enjoy the added-value benefit of confidential, professional help from EY at no charge.
Oct 01, 2013 mpp-annuity-89x89 Ministerial Pension Plan (MPP) Annuity Payout Rates - General,Retirement - Current sample payout rates; the payout rate is the portion of the amount being annuitized that is paid out each year.
Sep 23, 2013 3205-89x89 Horizon 401(k) Plan Summary Plan Description - Retirement - Planning for retirement is undoubtedly the most important long-range financial endeavor you’ll ever face. And saving for other long-range goals takes careful and persistent effort. The Horizon 401(k) Plan makes saving for the future convenient and tax efficient.
Sep 23, 2013 3190-89x89 Horizon 401 (k) Plan At-a-Glance - Retirement - The Horizon 401(k) Plan is an Internal Revenue Code section 401(k) plan administered by Wespath Benefits and Investments.
Sep 23, 2013 3795-89x89 Retirement Plan for General Agencies (RPGA) Brochure - Retirement - RPGA is a retirement plan administered by the General Board of Pension and Health Benefits (General Board). You are eligible to participate in RPGA if you are a lay or clergy employee of a United Methodist Church general agency that sponsors the plan.
Sep 23, 2013 3928-89x89 Retirement Plan for General Agencies (RPGA) Summary Plan Description - Retirement - This booklet is a Summary Plan Description which provides information regarding the Retirement Plan for General Agencies (RPGA), an Internal Revenue Code section 403(b)(9) tax-deferred annuity plan.
Sep 23, 2013 3796-89x89 Retirement Plan for General Agencies (RPGA) At-a-Glance - Retirement - The Retirement Plan for General Agencies (RPGA) is a defined contribution retirement plan that provides an account balance you can access as your retirement needs require. You are eligible to participate if you are a lay or clergy employee of a United Methodist Church general agency that sponsors the plan.
Sep 23, 2013 3502-89x89 United Methodist Personal Investment Plan (UMPIP) Summary Plan Description - Retirement - This booklet is a Summary Plan Description, which provides information regarding the United Methodist Personal Investment Plan (UMPIP).
Sep 23, 2013 3272-89x89 United Methodist Personal Investment Plan (UMPIP) At-a-Glance - Retirement - The United Methodist Personal Investment Plan (UMPIP) is a retirement plan administered by Wespath Benefits and Investments. UMPIP is designed to provide one piece of your overall retirement portfolio.
Sep 23, 2013 3400-89x89 Clergy Retirement Security Program (CRSP) Brochure - Retirement - The Clergy Retirement Security Program (CRSP) is a retirement program providing lifetime income and account flexibility designed for those who serve God as clergy of The United Methodist Church.
Sep 23, 2013 3480-89x89 Clergy Retirement Security Program (CRSP) Summary Plan Description - Retirement - This booklet is a Summary Plan Description which provides information regarding the Clergy Retirement Security Program (CRSP), a program of one or more church-sponsored retirement income accounts within the meaning of Internal Revenue Code §403(b)(9).
Sep 23, 2013 3412-89x89 Clergy Retirement Security Program (CRSP) At-a-Glance - Retirement - The Clergy Retirement Security Program (CRSP) is an Internal Revenue Code section 403(b) retirement plan administered by Wespath Benefits and Investments—the largest denominational pension fund in the world. It is designed to provide you with one element of your overall retirement portfolio.
Jul 01, 2013 Hark!—July 2013 - General,Most Popular,Hark,Retirement - July 2013 issue of Hark!
Results: 103 Records found.
 
close (X)