Vol. XIX, Issue 73

November 10, 2020

Conference Forum and CBOP Training—Videos Available

Videos of presentations from the Conference Forum and CBOP Training events held in October are now available for viewing.

View the Conference Forum videos here.

View the CBOP Training videos here.

Pre-Retirement Webinar

Wespath will be hosting a Pre-retirement webinar Thursday, November 19 from 11:00 a.m. until noon, Central time. This registration link is also available on our website. Please share with your participants who are planning to retire in the next few years. Topics to be covered include the 2021 retirement process, distribution options for cash balance plans, annuity options for lifetime income plans, and options for deferring your benefits.

Wespath Update to Participants

Our most recent participant e-blast communication was sent today, November 10. In this issue we focus on resiliency, providing resources to help you get organized and look forward to a new year ahead. Other highlights include several webinar options that cover many stages and aspects of financial well-being, and our Monthly Investment Report. View the e-blasts sent to HealthFlex and non-HealthFlex participants.

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