Vol. XX, Issue 8

January 28, 2021

2021 Retirement Kits

Wespath is currently mailing retirement kits to participants who intend to retire in July 2021. Sample kits will be mailed to Conference Benefit Officers on January 29, 2021.

Wespath did not mail paper applications for benefits (AFBs) or AFB guides last year to encourage retirees to complete their applications online. This approach was successful, and many participants indicated that the online process was easy to follow. We will continue to utilize this approach for 2021.

The online benefits application—available at https://my.benefitsaccess.org—customizes applications for benefits so that retirees are presented only with information that is pertinent to their unique situations. Retirees may contact the Retirement Team to request printed forms.

An updated retirement video, designed to provide an overview of the online application process, will be available to retirees in early February. The link to this video will be provided in an eblast sent to retirees after the video is completed.

If your conference is holding meetings or workshops to help retirees complete their applications for benefits, we suggest that participants register for Benefits Access in advance of the meeting so that they may access their online applications during these events.

If you have questions about the retirement kits or the 2021 retirement process, please contact:

Quarterly Investment Webinar Recording Available

A recording of our January 21, 2021, quarterly investment webinar presentation featuring Chief Investment Officer Dave Zellner and members of the investment team, is now available.

In the presentation, factors driving market and fund performance, key economic indicators and their potential implications, and Wespath’s latest sustainable investment initiatives are covered. Register with your name and email address to access the recording.

Conference Forum and HealthFlex Mini-Summit

Wespath Benefits and Investments (Wespath) invites conference benefits officers, treasurers, conference board of pension members and health benefits administrators to attend:

Thursdays in March!

Wespath will be hosting four virtual mini-meetings on Thursday afternoons in March. The meetings will be held each Thursday from 1:00 p.m. to 4:30 p.m. Central time. Each week will focus on a different set of topics, with the 4th Thursday (March 25) featuring a HealthFlex Mini-Summit. Recordings of each session will be available if you are unable to attend.

Agendas for the events are available online.

Conference Forum

HealthFlex Summit

Registration

Click here to attend the Conference Forums and the HealthFlex Mini-Summit. Please register to attend these events by Friday, February 19.

Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"

Registration Closes Sunday at 11:00 p.m. CST.

The "Delivered to You" virtual event will bring education and five dimensions of well-being to all active clergy in their workplace/home space on Monday and Tuesday, February 8-9, 2021. The event is two half days—in the afternoon and will provide educational information that will inspire and encourage clergy of all ages and stages in ministry to make informed decisions related to life’s transitions. We are excited about this virtual event and hope you will send out a “last call” promotion within your conference. We are grateful for your partnership in this adventure and for your ongoing support.

To Register. The registration fee is $49.00. The fee offsets the cost of an event Care Package that will be delivered to each attendee who is registered in advance, to help them participate fully and enjoy the event more.

Check our website for more information and to invite your clergy to register today.


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