Retirement & Investments
Prepare for a secure financial future with retirement plan benefits and investment solutions available to UMC clergy and employees.
Health & Well-Being
Discover an array of benefits and resources to support your health and vitality, from group health plans and well-being programs to life and longterm disability coverage for UMC clergy, employees and their families.
For Current Plan Sponsors
Access plan administration resources and support to help plan sponsors effectively manage their health benefits and retirement plans.
Institutional Investors
Looking for information about Wespath Institutional Investments?
Visit Wespath.comLive from Wespath Webinar Recordings Available
Topics include investment updates, General Conference 2024 and the Compass Retirement Plan.
Watch the RecordingsUnited Methodist Church General Conference
April 23 to May 3, 2024.
Wespath's General Conference WebsiteCareers at Wespath
Are you looking for a change of pace? A welcoming workplace? A rewarding career with flexible benefits? If you enjoy doing meaningful work that makes a difference, you belong at Wespath.
Learn moreAfrican Methodist Episcopal Church: Plan Information for Participants
Learn about your plan, and access and manage contributions and investments.
AME Church: Plan Information for ParticipantsSECURE 2.0 Act of 2022 and
Changes for Retirement Plans
This summary explains the more significant changes that impact Wespath-administered retirement plans, and the more noteworthy provisions that are optional to plans.
Learn moreUMC Clergy Financial Well-Being Initiative
Wespath Benefits and Investments has partnered with a broad coalition of organizations to help clergy improve their financial acumen and address their debt. Pastors are better positioned to serve, lead and grow vibrant congregations when personal finances are not a source of stress.
Learn moreSaving Grace: A Guide to Financial Well-Being
Saving Grace is a six-session, small group learning curriculum that speaks to key money management topics—such as saving, earning, giving, spending, and debt—from a Wesleyan perspective to help participants reach personal financial goals and achieve a sustainable financial life.
Learn more about Saving GraceNews & Events
Monthly Investment Report and Markets at a Glance Video: April 2024
Wespath’s Jon Strieter—Senior Analyst, Impact Investments—explores growing concerns about "stagflation" in response to the latest U.S. economic growth and inflation data. Jon also highlights the compounding factors behind housing affordability challenges in the U.S.
Learn morePress Release: Shareholders and State Pension Officials Make the Case Against Two ExxonMobil Directors
Mercy Investment Services and Wespath Benefits and Investments are joined by Illinois State Treasurer Michael Frerichs and Maryland Comptroller Brooke Lierman in calling for a vote against ExxonMobil Board Chair and CEO Woods and Lead Independent Director Hooley for governance shortcomings tied to the oil giant’s lawsuit against two shareholder proponents.
Learn moreInvestment Insights Blog: Q1 Key Takeaways: The Top Market and Economic Storylines of 2024, So Far
Through the first quarter of 2024, U.S. economic data has remained somewhat strong. U.S. stocks have continued to climb higher, led by growth and technology names. The S&P 500 returned 10.6% in the first quarter, touching a new high of 5,245 at the end of March.
Learn more