For Plan Sponsors
Your source for plan sponsor resources, administrative forms and participant education materials
-
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 2020 is December 31, 2019.
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
-
Marketing Campaigns
Access current marketing campaigns and collateral plan sponsors can share with participants to increase engagement with retirement and benefits programs.
-
Benefit Educators
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.
2019 Retiree Webcast
Video
Online Application Overview
Begin Your Benefits the Easy Way
This video shows how to request a distribution in the online application and highlights the LifeStage Retirement Income distribution service.
Get Guidance for Benefits Decisions
This video explains opportunities for support with your retirement benefits decisions.
Plan Sponsor Forms
Participant Forms