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.
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.
Retirement Projection Tool Demo
What is the retirement projection tool? Where do I find it? How do I use it? This video answers these questions about the tool to help you plan for your retirement income.
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.
Benefit Bites Video Series
Short videos on Wespath's retirement plans and related topics.
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.
Tax Information
Access tax topics and forms for participants, retirees, clergy and plan sponsors.
Apply for Retirement Benefits
This video series explains the process of applying online for retirement benefits via Benefits Access.
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.
Required Minimum Distributions
At age 70½ or 72 some people are required by federal law to begin taking distributions from their retirement accounts.
Investment Articles
Access investment articles covering the basics of investment risk, daily fund pricing 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!
Financial Planning Articles
Browse a selection of articles about financial planning, saving for college, retirement planning and more.