For Your Benefit Express is an e-mail communication from Wespath Benefits and Investments to United Methodist general agencies that provides urgent, time-sensitive information and news essential for benefits administration. Below is an archive of past For Your Benefit Express communications.

2015 Issues

  • November 16, 2015
    • Roth Is Here!—Plan Sponsor Webconferences
  • July 14, 2015
    • Annual Retirement Readiness Statements—Beginning in August
    • Agency Name Change—Coming in July 2016

2014 Issues

2013 Issues

  • January 16, 2013
    • Annual Tax Reporting Forms
    • Holiday Closing—Martin Luther King Jr. Day

2012 Issues

  • November 30, 2012
    • Denominational Average Compensation for 2013
    • CPP Premium Holiday Ends in December
    • 2013 Comprehensive Protection Plan Benefit Amounts
    • Limits Increase for 2013 Retirement Contributions
    • Help New Employees Focus on the Future

2011 Issues

  • November 21, 2011
    • IRS Releases 2012 Indexed Limits for Retirement Contributions
    • General Board Holiday Closings
  • September 6, 2011
    • Benefit Access for Participants—Available Today
  • August 31, 2011
    • General Board Holiday Closing
    • Benefits Access Launch Preparations Underway
      • Systems Unavailable—September 3 to 5
      • New ‘Wizard’ Eases LifeStage Election Process
      • Webinars Give Plan Sponsors First Look
  • August 24, 2011
    • IVR System Updates
  • August 16, 2011
    • New Participant Account Management Tool—Webinars Offered
    • System Upgrades August 20 to 21
  • August 4, 2011
    • Annuity Calculation Changes—September 2011
  • July 15, 2011
    • Account Statements Sent in Green Envelopes—In Error
  • July 14, 2011
    • Beneficiary Designation Certified Mailings Begin
  • July 11, 2011
    • New Participant Account Management Tool—Coming Soon!
  • May 5, 2011
    • System Maintenance—May 7

2010 Issues

  • November 22, 2010
    • IRS Releases 2011 Indexed Limits for Retirement Contributions
    • RPGA Contributions for Disabled Participants
    • Employees Working 1,000 Hours or More per Plan Year
  • October 1, 2010
    • Church Plans Compared with ERISA Plans
    • Address Change
  • September 10, 2010
    • Early Closing—September 17
  • August 11, 2010
    • Reminder: General Board Investment Fund Name Changes
  • July 8, 2010
    • General Board Investment Fund Name Changes
  • January 15, 2010
    • Retirement Plan for General Agencies
    • RPGA Contributions for Disabled Participants
    • Ernst & Young Financial Planning Services—Available Again in 2010!
    • New Interfund Transfer Rule for General Board Funds

2009 Issues

  • June 22, 2009
    • Benefits Access Enhancements—Saturday, June 27
    • New Contribution Refund Policy
    • Direct Deposit Check Insert
  • June 2, 2009
    • Retirement Plan for General Agencies (RPGA) Information

2008 Issues

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