Vol. XVI, Issue 22

June 20, 2017

Participant Mailings

EY Financial Wellness Assessment E-blast

Wespath is committed to improving financial outcomes for our participants. Our partnership with EY Financial Planning Services enables us to offer the Financial Wellness Assessment, which promotes financial well-being. Wespath sent an e-blast last week to all participants for whom we have an e-mail address to encourage awareness of financial well-being through the EY Financial Wellness Assessment.

Initial Benefit Payments—July Retirees

Initial benefit payments for July 1 retirees are sent on the second business day of the month. Since banks are closed for the Independence Day holiday on July 4, payments will generally be available:

A postcard will be mailed to July retirees the week of June 19 to notify them of the potential delay.

If you have questions, please contact the Retirement Team at 1-800-883-4078 or RetirementTeam@wespath.org, or your plan sponsor manager at 1-800-269-2244, ext. 7003.

Early Closing—Friday, June 23

Wespath will close at 11:00 a.m., Central time, on Friday, June 23 for its annual all-employee picnic. Customer service assistance will not be available after that time.

Benefits Access for participants can be used to access account information and make transactions 24 hours a day, seven days a week. The automated phone system, accessible by calling 1-800-851-2201, is also available for participants.

If an urgent situation arises on Friday after 11:00 a.m., please call 1-847-866-4683 and provide your contact information. A Wespath representative will contact you within 30 minutes.

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a general agency of The United Methodist Church
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