Vol. XVII, Issue 44

December 18, 2018

Important Notice Regarding Year-End Institutional Account Transactions

To more fully anticipate year-end institutional investor cash flows and ensure a seamless transition into 2019, we ask that you please notify us regarding any large year-end account transactions your conference plans to make outside of those already communicated and/or associated with planned year-end benefit funding.

By Friday, December 21, e-mail your Conference Liaison or Plan Sponsor Manager if your organization plans transactions from December 21-31, 2018 in excess of $1 million, including:

Please list the account names, Wespath investment funds impacted, transaction types and anticipated amounts.

Should you have any questions, please contact your Conference Liaison or Plan Sponsor Manager.

Eligible to Retire Mailing—2019 Retirement Season

This week Wespath will send a letter and handout to clergy who are newly eligible for full retirement during the 2019 retirement season.

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

Systems Unavailable— December 31 at 3:00 p.m.

The Wespath Portal, Benefits Access (participant and plan sponsor portals), Contribution Management, Wespath Institutional Investor Portal and the Comprehensive Benefit Funding Plan will be unavailable from Monday, December 31 at 3:00 p.m., Central time, through Tuesday, January 1, 2019 to allow for system maintenance and updates.

We apologize for any inconvenience this brief outage may cause.

Holiday Closing—Christmas

Wespath will close at 3:00 p.m., Central time, on Monday, December 24, and will remain closed through Tuesday, December 25, in observance of Christmas. Customer service assistance will be unavailable during this time.

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

The Wespath Institutional Investor Portal and Benefit Access Portal for Plan Sponsors will be available to plan sponsors, conferences and institutions.

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a general agency of The United Methodist Church
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