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.comUnited Methodist Church General Conference
April 23 to May 3, 2024.
Learn more about Wespath's legislative focus.
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.
Disaffiliation Information
FAQs, videos and other resources regarding disaffiliation from the UMC.
View Disaffiliation ResourcesAfrican 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
Investment Insights Blog: Why Not Just Invest 100% in Stocks?
If stocks traditionally provide the highest expected returns, why shouldn't you invest your entire portfolio in them? Frank Holsteen, Wespath's Managing Director of Investment Management, examines this question in our latest blog.
Learn moreMonthly Investment Report and Markets at a Glance Video: February 2024
The Monthly Investment Report for February 2024 is now available. In our Markets at a Glance video, Wespath's Trent Sparrow, Manager of Impact Investments, examines two drivers of the strong start to 2024 for U.S. stocks
Learn moreInvestment Insights Blog: Are the Magnificent 7 Stocks Creating a New Dot-Com Bubble?
Technology-fueled excitement is once again driving a remarkable runup in stocks. But is today’s “Magnificent 7” domination really the same as the dot-com bubble of the early 2000s? In our latest blog, Wespath’s Joe Halwax digs into the characteristics of each era, shares his thoughts on what makes the Magnificent 7 different, and highlights why the real question might be which opportunities will emerge from the rest of the stock market.
Learn more