Many people have more than one retirement account. If you are one of them, it’s time to consider consolidating your retirement savings. Your responsible choice, Wespath Benefits and Investments (Wespath), offers an easy way to roll over money from most retirement accounts—including IRAs and prior employer plans—into the United Methodist Personal Investment Plan (UMPIP).

Rolling all your retirement accounts into UMPIP allows you to track your investments online or on a single account statement and makes it easier to:

  • Evaluate your retirement readiness—view your entire retirement savings at a glance
  • Allocate your retirement account investments—instead of having to do so for each retirement account, do it for only ONE

It’s easy to consolidate your retirement assets:

  1. Complete Parts 1, 2 and 3 of the UMPIP Incoming Rollover Form.
  2. Include a photocopy of your latest statement(s) for the account(s) you want to roll over into UMPIP.
  3. Include a completed distribution form from each of your prior retirement accounts, if required.
  4. Return these documents to Wespath, and we’ll take it from there.

If you have questions or need help, call Wespath at 1-800-851-2201. Representatives are available Monday through Friday between 8:00 a.m. and 6:00 p.m., Central time.

Need more reasons to roll over to UMPIP? Here are 10...

  1. Proven track record: Our funds have earned competitive investment returns compared to mutual funds with similar investments.1
  2. Lower expenses: Our fund expenses are below the median for mutual funds with similar investments.
  3. No front-end loads or back-end fees: We don’t charge sales commissions or redemption fees.
  4. Financial guidance: EY Financial Planning Services are available at no charge2 to equip and empower you to make informed investment decisions.3
  5. Investment management: The LifeStage Investment Management Service is available to manage your retirement account at no charge,2 simplifying your investment decisions.
  6. Distribution management: LifeStage Retirement Income is available to manage your distributions in retirement at no charge.2 It issues monthly payments to you from your defined contribution account. LifeStage is intended to make your retirement income last for your lifetime and keep pace with inflation.
  7. Diversified fund offering: If you prefer to self-manage your account, you can select among a diversified offering of Wespath funds.
  8. Easy access to account information: Access to your account information 24/7 on the Benefits Access website and through the Benefits Access Mobile App (available from the App StoreSM or Google PlayTM). Wespath representatives are also available by phone weekdays during normal business hours, and statements of your account are sent quarterly via mail or online notification.
  9. Planning tools: The Retirement Readiness Tool, Retirement Benefits Projection and Retirement Income Calculator online applications are available in Benefits Access to help you plan for retirement.
  10. Sustainable investing: We actively advocate for environmental stewardship, workers’ and human rights, access to health care and sound corporate governance; and we avoid investing in companies whose products and/or services are not aligned with Church values. Through our Positive Social Purpose Lending Program, we make market rate investments in affordable housing, community development and business opportunities for the working poor around the world.


1 Historical returns are not indicative of future results. The investment funds are neither insured nor guaranteed by the government. For more information about the funds, please see the Investment Funds Description.
2 Costs for these services are included in Wespath’s administrative expenses that are paid for by the funds.
3 Services are available to active participants and surviving spouses with account balances, and to retired and terminated participants with account balances of at least $10,000.

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