Wespath wants to ensure you have the most up-to-date information about our plans and the resources and services we make available to our participants. These bi-monthly updates will be sent to inform you about important information impacting our plans and participants.
We value your feedback and want to hear from you. Please let us know if there are any topics you would like to see covered in these updates; or if you have any questions please contact Manuel Vargas at mvargas@wespath.org.
July 2023- Second Quarter 2023 Financial Market Takeaways
- Changes to Wespath Portal Recertification Process
- Bring Wespath and/or EY to Your Workplace!
- Stay Current with Salary Information and Personal Contribution Elections
- SECURE Act 2.0 Updates
- Check Out Wespath's 2022 Annual Report
- Aligning Your Investments with Your Mission
- Now Available: Sustainable Investment Report
- Have You Reviewed Your UMPIP Adoption Agreement Lately?
- Wespath’s First Quarter Investment Review and Outlook
- Phasing Out Printed and Mailed Quarterly Statements in 2023
- Encourage UMPIP Participants to Explore EY Financial Planning Services
- Why Does Wespath Invest in International Companies?
- What Does the Secure Act Mean for Retirement Plans?
- Quarterly Retirement Statements Go Paperless in April
- Video: 2022 Investment Takeaways and Review
- With New IRS Limits, Encourage Employees to Evaluate their Personal Contributions
- Salary and Personal Contribution Election Updates?
- Contribution Limits for 2023
- Phasing Out Printed, Mailed Quarterly Statements
- Latest Market Commentary
- Annual Plan Reviews are Critical—Benefits Access Reports Can Help
- Behind the Scenes: Status Changes in Benefits Access
- Retirees Show Interest in New LifeStage Retirement Income Features
- Reviewing 2022 Markets Through a Historical Lens
- Investment reflections from Wespath’s general secretary/CEO Andy Hendren
- Encourage participants to evaluate their retirement plan personal contributions
- Help participants get a tax credit with the Saver’s Credit
- Keep an eye on retirement plan limits
- Extra personal contributions with 15+ years of service
- 2019-2020 Sustainable Investment Report: Exciting news—your employees’ retirement assets are making a global impact!
- Customized Benefit Education for Your Employees
- Learn about the United Methodist Personal Investment Plan (UMPIP)
- A Closer Look at Benefits Access: Projecting Retirement Benefits
- Participant Communications and Resources
November 2020
- All Your Benefits, All in One Place—The New and Improved Benefits Access
- Now Available! Saving Grace: Helping Individuals Find a Path to Financial Well-Being
September 2020
- Reporting Roth vs. After-tax Contributions
- Benefits Access Portal Reports
- Annual Healthcare Elections and UMPIP Contributions
- Upcoming Webinars
July 2020