Retirement & Investment Resources
Find tools and resources to help you stay on track for a secure future
Automate the investment of your account based on your risk tolerance and other key personal information.
Manage your monthly distributions in retirement automatically based on your age, account balance, cost of living and other factors.
Get expert financial advice on tackling debt, saving for retirement, managing investments, evaluating insurance needs and more.
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.
Short videos on Wespath's retirement plans and related topics.
You’ll need to make many important decisions to ensure your financial security and personal satisfaction in retirement. This booklet addresses many of them.
Access tax topics and forms for participants, retirees, clergy and plan sponsors.
This video series explains the process of applying online for retirement benefits via Benefits Access.
On a regular basis, the blog will feature new, easily digestible commentary from CIO Dave Zellner and the rest of our investment team.
At age 70½ or 72 some people are required by federal law to begin taking distributions from their retirement accounts.
Access investment articles covering the basics of investment risk, daily fund pricing and more.
Through sustainable investing, your retirement assets create a global impact! The new report shares highlights from 2019 and 2020—including Wespath’s latest work on climate action, our COVID-19 response, and engagements on human rights and opiod accountability.
Browse a selection of articles about financial planning, saving for college, retirement planning and more.