Wespath / Resources Library / Elect or Change Your Retirement Contributions

Elect or Change Your Retirement Contributions

Published on: November 30, 2025

Whether you participate in Compass or the Personal Investment Plan (PIP), you can make contributions on a before-tax, Roth, and/or after-tax basis. This gives you the flexibility to choose the option that best supports your financial goals.

On this page, you can find contribution forms and helpful guidance to support your savings goals.

Compass Participants

If you are enrolled in the Compass Retirement Plan, complete the following form to elect or change your contributions:

Compass Contribution Election Form (PDF)

If you’re making qualified student loan payments, remember that these loan payments earn matching contributions from The UMC in Compass.

Personal Investment Plan (PIP) Participants

If you are enrolled in the Personal Investment Plan (PIP) complete the appropriate Contribution Election Form below to elect or change your contributions:

For African Methodist Episcopal (AME) Church participants, contact your plan administrator directly to update your contributions.

Need Help Deciding How Much to Contribute?

EY Financial Planning Services1 can help you:

  • Estimate how much to save for retirement
  • Balance student loan payments and savings
  • Evaluate Roth vs. before-tax contributions
  • Plan for catch-up contributions

Visit wespath.eynavigate.com or call 1-800-360-2539.

 

1 Financial planning services are available to all active participants and surviving spouses with an account balance in Wespath-administered plans, as well as to terminated and retired participants with an account balance of at least $10,000. Costs for these services are included in Wespath’s operating expenses that are paid for by the funds.