For Plan Sponsors
Your source for plan sponsor resources, administrative forms and participant education materials
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Retirement Webinar Promotional Toolkit
Recognizing the challenges surrounding travelling, schedules and finances, Wespath is offering four Pre-Retirement webinars this fall: October 11, October 27, November 8 and November 29. Titled "The Road to Retirement," these webinars are especially designed for clergy eligible to retire in 2023 or clergy considering retirement in the next few years. Topics include the retirement process, steps to take during the road to retirement, distribution and annuity options for retirement plans (as well as which plan distribution can be deferred), exciting optional and customizable features of LifeStage Retirement Income and navigating Benefits Access.
We love to support clergy on the road to retirement, but we need your help! Please help spread the word and promote these webinars. We've provided a toolkit to help make it easy to create social posts, distribute promotional materials and more to the appropriate staff members and clergy. The toolkit also contains a slide, a handout, and verbiage for your newsletters.
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Wespath Benefits and Investments (Wespath) presents "The Road to Retirement"
Clergy eligible to retire in 2023—or considering retirement in the next few years: register today for Wespath's pre-retirement webinars scheduled this fall. You'll learn about:
- The retirement process
- Steps to take during the road to retirement
- Distribution and annuity options for your retirement plans, as well as which plan distribution can be deferred
- Exciting optional and customizable features of LifeStage Retirement Income
- Navigating Benefits Access
Please click on a date/time to register:
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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 2022 is December 31, 2021.
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.
2021 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