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.
2022 Retirement Webinar #2
This webinar reviews the 2022 retirement process, focusing on lifetime income options, account balance options, housing allowance exclusions and more. Recorded March 16, 2022
2022 Retirement Webinar #1
This webinar covers information specifically for participants who are planning to retire in 2022, including annuity choices, distribution options, options for deferring your benefits and more. Recorded February 17, 2022
Video: Retirement Readiness Tool
The Retirement Readiness Tool in Benefits Access can help you determine if you are saving enough money for your retirement.
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.
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.
2019-2020 Sustainable Investment Report
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.
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.