• Beneficiary Reminder Postcard
• After-tax Contributors Communication
• Eligible to Retire Mailing—2018 Retirement Season

Beneficiary Reminder Postcard

Wespath will contact participants who have an account balance in a Wespath-administered plan or who may be eligible for a benefit about updating their beneficiaries. Participants will receive a postcard by e-mail or mail depending on the information we have on file.

The Wespath website offers additional information about beneficiary designations.

After-tax Contributors Communication

Wespath will send a letter to participants via e-mail or mail if they are making after-tax contributions to the United Methodist Personal Investment Plan (UMPIP). The letter suggests that these participants consider Roth contributions, which have been available in UMPIP since 2016.

Eligible to Retire Mailing—2018 Retirement Season

This week Wespath will send a letter and handout to clergy who are newly eligible for full retirement during the 2018 retirement season.

If you have any questions about this mailing, contact your plan sponsor manager at psmteam@wespath.org.

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