Wespath Staffing Update

As announced late last year, Ross Lundstrom is transitioning to the Wespath Church Relations team. Therefore, we have been conducting interviews to replace Ross in his Director of Plan Sponsor Relations role. We are excited to announce that Tony Prestipino, is joining Wespath as Director, Plan Sponsor Relations effective February 10. Tony joins us from the Florida Annual Conference where he served as the Chief Financial Officer and Treasurer. Tony also served as the Treasurer and Director of Administrative Services for the South Carolina Annual Conference, and previously worked as a Senior Auditor for Deloitte.

In this position at Wespath, Tony will be responsible for the agency's overall relationship with plan sponsors and annual conferences—so many of you will have the opportunity to work closely with him at Wespath. In the interim, please continue to contact your Conference Liaison or Ross Lundstrom at RLundstrom@wespath.org with any questions that you may have.

Register for Wespath's Quarterly Investment Webinar

Join us on Thursday, January 23 at 11:00 a.m. Central time, for this quarter's investment video webinar. Chief Investment Officer Dave Zellner and the Wespath Investment team will recap investment activity through the fourth quarter.

To register, please click here. Registrants will receive a confirmation e-mail with login details for the webinar.

Webinar Details

• Date: Thursday, January 23, 2020
• Time: 11:00 a.m., Central time
• Duration: 1 hour

Webinar Agenda

• Organizational update: Learn more about the investment team's new hires
• Market update: Hear what factors drove the markets' performance
• Fund performance: Understand how the markets impacted fund performance
• Economic overview: Review key economic indicators and their potential implications
• Sustainable investments: Hear about Wespath's latest sustainable investment initiatives

Wespath Holiday Closing—Martin Luther King Jr. Day

Wespath will be closed on Monday, January 20, in observance of Martin Luther King Jr. Day. Customer Service assistance will be unavailable that day.

Benefits Access for participants can be used to access acount 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 Benefit Access Portal for Plan Sponsors and Wespath Institutional Investor Portal will be available to plan sponsors, conferences and institutions.

 

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