Wespath Organizational Contact Information—Changes

Recognizing the critical work underway within the Church, and the need to focus on delivering a seamless user experience for participants and plan sponsors, Wespath announces several organizational changes:

• Ross Lundstrom is being promoted to Director, Plan Sponsor Relations. In his new role, Ross will continue overseeing Wespath's conference liaison/plan sponsor liaison team, while adding accountability for Financial Advisory Consulting Team (FACT) annual conference engagements and an enhanced process for delivering Wespath's products and services more seamlessly to our participants and plan sponsors.

• A new position of Chief Information and Analytics Officer will be filled by Eileen Kane to focus on a unified view of Wespath's financial planning, project planning and data analytics. Eileen has served Wespath for 30 years, most recently as the Managing Director of Information and Project Services.

• A new leadership role is being established to strengthen our participant-focused benefits. This new role will help integrate plan design, education and marketing of the retirement, health and welfare plans. While we recruit for this new leadership position, please direct your questions to the following individuals:
  • Retirement Services—contact Steve Clark (sclark@wespath.org or
    1-847-866-4310) or Sue Peterson (speterson@wespath.org or
    1-847-866-4229)
  • Center for Health—contact:
  • Health plans—Kelly Wittich (kwittich@wespath.org or 1-847-866-4058)
  • Well-being—Leah Holzwarth (lholzwarth@wespath.org or
    1-847-866-5199)
  • Welfare—Carrie Persivale (cpersivale@wespath.org or
    1-847-866-4050)

As part of these organizational changes, Chief Financial Officer Tim Koch, and the Managing Directors of Retirement Services (Gina Gurgiolo) and Center for Health (Jon Jones) are no longer with Wespath. We thank Tim, Jon and Gina for their service and contributions, and wish them well.

We encourage you to share this information with your population as you deem appropriate.

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