Retirement Plans
Retirement plans built on experience and purpose
About Our Retirement Plans
With more than 100 years of professional experience administering retirement plans, Wespath helps individuals build long-term financial well-being. Our retirement plans offer tax-advantaged savings opportunities and incorporate employer contributions (as applicable) while providing professionally managed, values-aligned investment options.
This page provides high-level, public information. For personal account details or plan-specific instructions, individuals should visit Benefits Access.
Compass Retirement Plan
Personal Investment Plan (PIP)
More Retirement Plans
Why Participate in a Retirement Plan?
Saving consistently throughout your career can help you build a more robust financial future. Wespath’s plans support long-term financial well-being through:
- Tax-advantaged retirement savings
- Investment management aligned with values-driven principles
- Employer contributions (when available)
- Flexible and/or lifetime income options
Participating in a retirement plan is an important step toward creating a stable financial future. Learn more about Why Saving Matters.
Our Retirement Plans
Compass
Compass is the new account-based defined contribution (DC) retirement plan for UMC clergy. It replaces the Clergy Retirement Security Program (CRSP) beginning January 1, 2026.
Compass Highlights
- A 403(b) retirement plan
- Account-based structure designed to support long-term savings
- Contributions made by both clergy and the UMC (per plan rules)
- Professionally managed investment approach through LifeStage Investment Management
- Flexible retirement income options, including LifeStage Retirement Income
- Built to simplify retirement planning for clergy throughout their careers
