Vol. XIX, Issue 11
May 5, 2022
Via Benefits Plan Sponsor Call Next Week
Wespath will hold a video call with plan sponsors to provide information addressing various questions we’ve received regarding clergy withdrawals from the UMC and Via Benefits retiree HRAs on May 12 from 1:30 p.m. to 3:00 p.m., Central time.
To join the call, click here.
You can also dial in using your phone. The toll-free number is 1-877-309-2070. The access code is 248-215-261.
Topics covered during the call will include:
- Considerations as to whether HRA benefits are vested
- The critical role played by plan sponsors in the Via Benefits HRA Program
- The possible termination of an HRA and alternative options
Via Benefits Policy Template
Wespath is committed to supporting Via Benefits plan sponsors in administering a fair and compliant HRA program. To this end, we are providing a template that plan sponsors can use in authoring or reviewing their Via Benefits HRA policy.
Plan sponsors are not required to use this template, but they may benefit from reflecting on some of the language and provisions in this template to ensure the topics it includes are either addressed or knowingly omitted from the plan sponsor's policy. If you have questions about this template, please contact Kelly Wittich at kwittich@wespath.org.
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a general agency of The United Methodist Church
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