For Plan Sponsors
Your source for plan sponsor resources, administrative forms and participant education materials
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Annual Conference Toolkit
To support your upcoming Annual Conferences in the most efficient way possible, we have created a condensed list of our online resources. Simply click and print the resources you would like to hand out, or copy and paste the link to share digitally as desired.
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Benefits Education
Wespath Benefit Education Offerings for Your Conference
The Wespath Benefits Education Team customized benefit education programs are available to all conferences. Our team offers a variety of services and educational opportunities including seminars, webinars and individual benefit consultations. Whether on-site or virtual, the Benefits Education team will partner with you on a plan that meets your needs.
We offer participant training via on-site meetings, webcasts and online presentations. Contact Bob Christophel and our Benefit Educators for educational seminars on Wespath retirement and health benefits.
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Health and Well-Being Resources
HealthFlex Well-Being Grants
HealthFlex is accepting applications for $2,500 Well-Being Grants to be used to support well-being in your conference. There are 5 grants available. Submit your application now! The deadline to apply for grants awarded in January 2021 is December 31, 2020.
Who is eligible to apply: Any UMC conference or employer who has adopted HealthFlex for 2020. Application must come from the conference or employer office. This is the application.
More Resources
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Marketing Campaigns
Access current marketing campaigns and collateral plan sponsors can share with participants to increase engagement with retirement and benefits programs.
2020 Wespath Retirement Webinar
Benefits at a Glance Participant Video Series
Topics include CARES Act Distributions and Hardship Loans, MPP and Annuitization, Benefits Access, Managing Stress, COVID-19 Health and Safety Support and more!
Plan Sponsor Forms
Participant Forms