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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.com
United Methodist Church General Conference
April 23 to May 3, 2024.
Learn more about Wespath's legislative focus.
Wespath's General Conference Website
Careers 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.
African Methodist Episcopal Church: Plan Information for Participants
Learn about your plan, and access and manage contributions and investments.
AME Church: Plan Information for Participants
SECURE 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 more
UMC 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 more
Saving 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 GraceDisaffiliation Information
FAQs, videos and other resources regarding disaffiliation from the UMC.
View Disaffiliation ResourcesNews & Events
Monthly Investment Report and Markets at a Glance Video: March 2024
The Monthly Investment Report for March 2024 is now available. In our Markets at a Glance video, Wespath's Frank Holsteen discusses the top stories from financial markets in Q1 2024.
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Press Release: Wespath Announces Expansion of Social Values Choice Offerings
Wespath Benefits and Investments is pleased to announce the expansion of the Social Values Choice suite of funds to institutional investors by the end of the year. These enhancements aim to empower participants and organizations served by Wespath to align their investments more closely with their individual values.
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Investment 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.
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