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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.

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: 2019 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.

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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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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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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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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.