For Plan Sponsors
Your source for plan sponsor resources, administrative forms and participant education materials
Wespath partners with plan sponsors to develop benefit programs for clergy, lay employees and their families. We offer resources and support to help plan sponsors effectively manage their health benefits and retirement plans.
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.
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.
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.
Access current marketing campaigns and collateral plan sponsors can share with participants to increase engagement with retirement and benefits programs.
2020 Wespath Retirement Webinar
Topics include CARES Act Distributions and Hardship Loans, MPP and Annuitization, Benefits Access, Managing Stress, COVID-19 Health and Safety Support and more!