Retirement & Investment Resources
Find tools and resources to help you stay on track for a secure future
LifeStage Investment Management
Automate the investment of your account based on your risk tolerance and other key personal information.
LifeStage Retirement Income
Manage your monthly distributions in retirement automatically based on your age, account balance, cost of living and other factors.
EY Financial Planning Services
Get expert financial advice on tackling debt, saving for retirement, managing investments, evaluating insurance needs and more.
Video: Pre-Retirement Webinar
Understand your Wespath retirement plans and decisions you should be making in order to prepare yourself for a financially secure retirement.
Video: 2020 Retiree Webinar
You will be making several important decisions about your retirement in the coming weeks and months.
Video: Retirement Readiness Tool
The Retirement Readiness Tool in Benefits Access can help you determine if you are saving enough money for your retirement.
Video: Manage Your Investments
This video is a presentation focusing on investing opportunities and resources, as well as Wespath's sustainable investing approach.
Are You On Track to Retire?
You’ll need to make many important decisions to ensure your financial security and personal satisfaction in retirement. This booklet addresses many of them.
Apply for Retirement Benefits
This video series explains the process of applying online for retirement benefits via Benefits Access.
Tax Information
Access tax topics and forms for participants, retirees, clergy and plan sponsors.
Required Minimum Distributions
At age 70½ some people are required by federal law to begin taking distributions from their retirement accounts.
FAQs About the SECURE Act: RMD Changes
The SECURE Act changed the required age to start receiving retirement benefits from age 70½ to 72 for certain populations.
Investment Insights Blog
On a regular basis, the blog will feature new, easily digestible commentary from CIO Dave Zellner and the rest of our investment team.
Financial Planning Articles
Browse a selection of articles about financial planning, saving for college, retirement planning and more.
Investment Articles
Access investment articles covering the basics of investment risk, daily fund pricing and more.