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When your church or organization becomes a Wespath plan sponsor, you and your plan participants benefit from a wide array of support and resources. Depending on your elected plan, resources include the following.

EY Financial Planning Services
Participants who invest toward retirement with Wespath enjoy the added value benefit of confidential, professional help from EY. For participants at all stages of the retirement financial planning and management process, EY advisors can help answer the most common questions:

  • "How much do I need to save to reach my retirement goals?"
  • "How can I afford to save while making a major purchase like a home or vehicle?"
  • "When can I adjust my contribution amounts?"
  • "How can I manage my debts and expenses so that I can save for retirement?"

Confidential, unbiased consultations are available at no additional cost.*

Benefits Education
The Wespath Benefits Education Team offers customized benefit education programs, including seminars, webinars and individual benefit consultations. Whether on-site or virtual, the Benefits Education team will partner with you on an education plan that meets your needs.

Annual Election Resources
Annual election for health insurance plans doesn't have to be confusing or stress-inducing for participants or plan sponsors. HealthFlex participants can elect or change their plans annually —and Wespath has the resources to help. Videos, online tools, and resources on our comprehensive Benefits Access website helps answer frequently asked questions.

Wespath Institutional Investments (WII)
WII provides not-for-profit institutions access to globally diversified investment programs and Outsourced Chief Investment Officer (OCIO) services. WII adheres to its fiduciary responsibility to investors by implementing an investment philosophy and OCIO service offering informed by the values of The United Methodist Church. Our uncompromising approach seeks competitive performance aligned with our sustainable investment vision. The financial health of your organization and long-term sustainability of your mission are WII's top priorities.

Interested in working with Wespath? Contact us.

* Costs for these services are included in Wespath’s operating expenses that are paid for by the funds.