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Live from Wespath: Recordings from the May 2023 Event

May 17, 2023
Location: Online

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Available by Friday May 19: recordings from “Live from Wespath” as aired on May 17, 2023 for United Methodist clergy.

Video Segment 1: Our World

  • Breaking News with Wespath’s Chief Investment Officer
  • How Does SECURE 2.0 Affect You?
  • Market Updates and Insights

Resource: Should Investors Be Worried About the Debt Ceiling Debate?
Resource: Timely Updates and Insights about the Markets
Resource: Learn more about EY Financial Planning Services
Resource: SECURE 2.0 Information
Resource: Learn more about LifeStage Investment Management


Video Segment 2: The Church World

  • Insights on Disaffiliations
  • Wespath’s General Conference Legislation and Its Impact
  • The Compass Retirement Plan: Sustainability, Affordability and Flexibility

Resource: Disaffiliation Information
FAQs, videos and other resources about how disaffiliation from the UMC impacts clergy benefits and local churches.

Resource: General Conference Clergy Retirement Plan Proposal – Compass
Overview of Wespath’s proposed new clergy retirement plan to be considered at General Conference. Learn more about key features of Compass.


Video Segment 3: Your World

  • Hot Off the Press: 2023 Clergy Well-Being Survey
  • Taking Advantage of Your Virgin Pulse and HealthFlex Well-Being Resources
  • Insights on Health Savings Accounts for HealthFlex
  • An Exclusive Look at the New Wespath Care Coordination Service

Resource: Earning Rewards through Virgin Pulse
Resource: 5 Reasons to Use a Health Savings Account
Resource: What Type of Mental Health Resource or Provider Do I Need? (Interactive Tool)

Information about Wespath’s new Care Coordination Service will be available closer to the January 1, 2024 launch date.

A comprehensive report from the 2023 Clergy Well-Being Survey will be available this summer. Watch your email for the monthly Wespath Update.



Retirement Resources

Many questions about the specifics of retirement came in during registration. Here are some resources:

Check out Benefit Bites—short videos that briefly explain Wespath-administered retirement plans.

You may find one of these longer, more detailed videos helpful:

For questions about Wespath-administered retirement plans, clergy housing allowance and retirement projections, you can schedule a Benefit Education Consultation.

For more complex personal financial and retirement planning assistance, contact EY Financial Planning Services 1-800-360-2539 or visit their EY Navigate website. you will need your Wespath participant number to register—in Benefits Access, click “Profile” and “Account Management Summary”

For questions about completing benefit applications, accessing online participant account and more, contact Wespath Participant Solutions 1-800-851-2201.