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LifeStage Investment Management

Automate the investment of your account based on your risk tolerance and other key personal information.

LifeStage Investment Management

Automate the investment of your account based on your risk tolerance and other key personal information.

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LifeStage Retirement Income

Manage your monthly distributions in retirement automatically based on your age, account balance, cost of living and other factors.

LifeStage Retirement Income

Manage your monthly distributions in retirement automatically based on your age, account balance, cost of living and other factors.

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EY Financial Planning Services

Get expert financial advice on tackling debt, saving for retirement, managing investments, evaluating insurance needs and more.

EY Financial Planning Services

Get expert financial advice on tackling debt, saving for retirement, managing investments, evaluating insurance needs and more.

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SECURE 2.0 Act of 2022 and Changes for Retirement Plans

On December 29, 2022, the SECURE 2.0 Act of 2022 became law. The Act contains many provisions impacting retirement plans, with some changes being mandatory and many being optional.

SECURE 2.0 Act of 2022 and Changes for Retirement Plans

On December 29, 2022, the SECURE 2.0 Act of 2022 became law. The Act contains many provisions impacting retirement plans, with some changes being mandatory and many being optional.

Road to Retirement Webinar

Recorded November 7, 2023

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Benefit Bites Video Series

Short videos on Wespath's retirement plans and related topics.

Benefit Bites Video Series

Short videos on Wespath's retirement plans and related topics.

Benefit Bites: Wespath Resources

What resources are available to Wespath participants? What materials can be accessed on wespath.org, benefitsaccess.org and our other websites. What information and expertise can EY Financial Planning provide? Learn the answers to these questions and more in this short video.

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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.

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.

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Tax Information

Access tax topics and forms for participants, retirees, clergy and plan sponsors.

Tax Information

Access tax topics and forms for participants, retirees, clergy and plan sponsors.

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Apply for Retirement Benefits

This video series explains the process of applying online for retirement benefits via Benefits Access.

Apply for Retirement Benefits

This video series explains the process of applying online for retirement benefits via Benefits Access.

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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.

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.

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Required Minimum Distributions

At age 70½ or 72 some people are required by federal law to begin taking distributions from their retirement accounts.

Required Minimum Distributions

At age 70½ or 72 some people are required by federal law to begin taking distributions from their retirement accounts.

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Investment Articles

Access investment articles covering the basics of investment risk, daily fund pricing and more.

Investment Articles

Access investment articles covering the basics of investment risk, daily fund pricing and more.

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2021-2022 Sustainable Investment Report

Through sustainable investing, Wespath seeks strong financial returns while aligning with our shared values. This new report includes highlights from 2021 and 2022—such as Wespath’s latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more!

2021-2022 Sustainable Investment Report

Through sustainable investing, Wespath seeks strong financial returns while aligning with our shared values. This new report includes highlights from 2021 and 2022—such as Wespath’s latest work on affordable housing, the opioid crisis, human rights, the low-carbon transition and more!

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Financial Planning Articles

Browse a selection of articles about financial planning, saving for college, retirement planning and more.

Financial Planning Articles

Browse a selection of articles about financial planning, saving for college, retirement planning and more.