Vol. XX, Issue 27

May 27, 2021

New Investment Insights Blog: What Is a Fiduciary?

Most investors have probably heard the word "fiduciary"—but how many truly know what it means? In our latest Investment Insights blog, Wespath's Karen Manczko dives into the investment dictionary and explains why investors should know where their advisor's priorities lie. Read the blog here.

Saving Grace Introductory Events Coming in July

Wespath wants to empower clergy and local church leaders to teach financial well-being skills to their congregations—and the wider community—so it is offering a pair of informational events about Saving Grace: A Guide to Financial Well-Being. A biblically-based, Wesleyan tool, Saving Grace can help group leaders and participants reach financial well-being goals.

Each event provides an overview of the curriculum and features presentations from the content experts featured in the Saving Grace videos. Clergy who successfully led groups through Saving Grace will also share their insights.

There will be two virtual events. Both events will cover the same material, so pick the date and time that best suits your calendar:

The registration fee is $15 for one person and includes one workbook. If two people register to attend, the cost is $29 and includes two workbooks. Each additional person is $10 more and all registrants will receive a workbook.

Register here for the day that is best for you.

Reminder: Wespath Holiday Closing—Memorial Day

Wespath will be closed on Monday, May 31, in observance of Memorial Day. Customer Service assistance will be unavailable that day.

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

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