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Institutional Investor? Visit Wespath.com

Benefits Access

What does your retirement future look like? Visit benefitsaccess.org to get the full picture of your benefits:

  • Benefits Snapshot — See where you stand today with account balances, transaction history, investment returns, investment allocations and more.
  • Retirement Projections — Estimate your retirement income and learn how to improve your future finances.
  • Investment Management — Choose how you want to invest your current account balance(s) or future contributions, or automate your investment selections and account rebalancing with LifeStage Investment Management. 
  • Retirement Distributions — Determine your retirement plan withdrawals/distributions and review options for automating your plan distributions in LifeStage Retirement Income.
  • Information Updates – Update your account beneficiaries and personal contact information.
  • Financial Education — Learn more about ways to get on track to reach your financial goals.
  • Resources — Find forms and documents for your Wespath-administered investments, retirement plans and benefit programs.
  • Hardship Loan Application - Learn how to apply for a hardship loan


How to Find Your Participant Number

You can find your participant number in Benefits Access—go to Profile > Personal Information Summary.

How to Change Your Bank Information for Distributions and Annuity Payments

To change your bank information log in to benefitsaccess.org—click Distributions > Annuity Direct Deposity & Tax Information.

Benefitsaccess.org Updates: June 6, 2020

The video discusses updates to benefitsaccess.org made on June 6, 2020, including a new site design and phone responsive display capabilities.

Resources

Account Registration

Registering for Benefits Access is easy and only takes a few minutes. Here’s how to get started:

  1. Go to benefitsaccess.org.
  2. Choose “New User Registration” and follow the prompts.
  3. You’ll get a success message and may proceed to the Benefits Access homepage.

Need help? Check out our Benefits Access Navigation Guide.

Electronic Delivery Options

Ready to make the switch to electronic (paperless) delivery? Simply select your electronic delivery preferences under your Personal Profile when you’re logged in to Benefits Access. Electronic delivery provides greater security by protecting sensitive information from identity theft. It’s also fast, easy and good for the environment.

Go to benefitsaccess.org
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Benefits Access Mobile App

Download the Benefits Access Mobile App from the App Store™ (Apple devices) or Google Play™ (Android smartphones). With on-the-go access to your accounts, you can view:

  • Account balances and recent activity
  • Contribution rates and summary
  • Investments and allocations
  • LifeStage targeted investments
  • Current rates of return
  • Loan balances

Not yet registered? Go to benefitsaccess.org to set up your account before using the mobile app.

Need help? View the Benefits Access Mobile App User Guide.