Online Education—Plan Sponsors

Flash Presentations

  • Introducing Contribution Management
    This presentation is designed to provide an overview of the easy-to-use option which allows plan sponsors to make contributions online for their employees.


  • Roth is Here Webinar—November 2015
    Recorded webinar provides an overview of Roth contributions and rules for UMPIP and Horizon plans, and discusses procedural changes for contribution remittance, paper billing, W-2 reporting, etc.

Wespath Online Education for Plan Sponsors

Contribution Management Training

Wespath Benefits and Investments provides these videos to help you better utilize Contribution Management.

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