Vol. XIX, Issue 71
November 3, 2020
Title Changes
Based on feedback from annual conferences and institutional clients, as well as research on similar roles outside Wespath, we've updated several titles for Wespath employees with whom you may work. While the roles and responsibilities of these positions are not changing, we believe the new titles will make it easier for our external stakeholders to understand the roles.
Plan Sponsor Relations:
• Conference Liaison and Plan Sponsor Liaison are changed to Client Relationship Manager.
Customer Service:
• Plan Sponsor Manager is changed to Client Services Manager.
Investments:
• Client Operations Associate is changed to Institutional Investments Associate.
• Client Services Specialist is changed to Institutional Services Specialist.
If you have any questions, please contact Tony Prestipino at tprestipino@wespath.org.
Save the Date—Quarterly Webinar for Conference Support Staff
Wespath's Client Services Managers and Client Relationship Managers would like to invite conference support staff to attend our quarterly webinar on Wednesday, November 18, from 2:00 to 3:00 p.m. (CST).
Some topics we will discuss include:
- Reminders for year-end reporting
- A live web demo of the Batch Upload process
- Process of releasing clergy to another conference based on Book of Discipline ¶346.1
- Maximizing Benefits Access reporting
- Upcoming holiday close reminders and deadlines
Mark your calendar for this conference-focused webinar! No need to pre-register.
Dial-In Details
Please join from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/942682813
You can also dial in using your phone.
United States (Toll Free): 1-866-899-4679
Access Code: 942-682-813
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