• Conference Forum Follow-Up
• Benefits Access for Participants Demonstration

Conference Forum Follow-Up

Thank you to all the conference representatives who attended the Conference Forum, March 15-17, 2017. We value your ongoing partnership in serving UMC participants, and are providing copies of most presentations and handouts from the event.

Agenda
Attendee List

Presentations, including Breakout Sessions (PDFs)

• Macroeconomic Overview
• Sustainable Investment Strategies
• Legislative Landscape
• Repeal/Replace/Repair
• Estimated 2019 Pension Plan Contribution
• Participant Engagement
• Customer Service Update
• Working in Partnership to Protect Our Data
• Welfare Plans Update
• Retirement Plan Design Study
• Well-Being to Sustain the Connection
• System Enhancements: Benefits Access Portal Changes

Handouts

• Automatic Features
• Benefits Access Portal Quick Tips
• Available Reports in Benefits Access Portal
• Batch Uploads in Benefits Access Portal
• Wespath Portal—Registration Quick Tips
• Climate Change Article
• 2015-2016 Sustainable Investment Report

HealthFlex plan sponsors: Materials from the HealthFlex plan sponsor lunch meeting held during Conference Forum will be sent via HealthFlex Express.

Benefits Access for Participants Demonstration

Wespath will offer live demonstrations of the new features on the participant account management website, Benefits Access, via webconferences, as announced at Conference Forum. The webconferences will take approximately an hour and are scheduled for:

• Wednesday, April 5 from 10:00-11:00 a.m., Central time, and
• Tuesday, April 11 from 2:00-3:00 p.m., Central time.

The same information will be covered on both days, so choose the time that is most convenient for you or a member of your staff.

Instructions for connecting to the meeting will be provided in an OnBoard Express next week.

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