PSLF-Webinar-Promotion.docx On Board Express

On Board Express Archive || E-Newsletters || Wespath Benefits and Investments Website

Vol. XXI, Issue 19

April 21, 2022

Clergy, Employees May Qualify for Loan Forgiveness

Clergy and employees of not-for-profit organizations engaged in faith-based work may benefit from recent changes to the Public Service Loan Forgiveness (PSLF) Program.

Wespath is offering a one-hour webinar led by Scott Filter, a senior advisor in the Office of Students and Young Consumers at the U.S. Consumer Financial Protection Bureau, on Monday, May 9 at 2:00 p.m. Central time, and again on Wednesday, May 11 at 12:30 p.m. Central time, to help organizations and their staff understand the PSLF Program and application process.

The Department of Education recently issued a limited waiver of the provisions for PSLF qualifications; however, applicants must act by October 31. Use this document to help spread the word about this important opportunity.

Disaffiliation FAQs—Updated

Wespath continues to follow dialogues across the denomination and field questions as churches consider the impacts of changing their connection to The United Methodist Church. We have added new Q&As to these documents:

Newly added Q&As address clergy pensions, promissory notes/liens, ERISA and unfunded pension liability. Please check Wespath's disaffiliation information webpage periodically for continuing updates.

Mark Your Calendars and Bring Your Questions!

In the spirit of our commitment to provide resources and support to help you effectively manage your organization's retirement and other benefit plans, Wespath will host two identical one-hour plan sponsor events Tuesday, May 10 at 2:00 p.m. OR Wednesday, May 11 at 11:00 a.m. Central time.

We'll discuss investments and how they impact retirement, as well as how to help participants prepare for their retirement journey with new LifeStage Retirement Income features. The sessions will include a live poll to gauge your needs in working with Wespath and a Q&A session. Registration links are below.

Wespath Q1 Investment Webinar—Now Live

In this quarter's Investment Insights webinar, Joe Halwax and Dave Zellner discuss the Fed's response to inflation and the market and economic repercussions from Russia's invasion of Ukraine, Jake Barnett gives a sustainable investment update and Karen Manczko details the market drivers of our Q1 performance. Watch the webinar now!

United Methodist Interagency Just and Equitable Net-Zero Coalition: One-Year Anniversary Progress Report

Last year, Wespath joined the United Methodist Interagency Just and Equitable Net-Zero Coalition in setting a goal to reach net-zero emissions by 2050. We are excited to share on its one-year anniversary, the Coalition has released a progress report, sharing how we have begun to assess current practices and set baselines. Read more.

Earth Day 2022: How We "Invest In Our Planet" Toward an Equitable Net-Zero Future

In celebration of Earth Day, Ryan McQueeny, sustainable investment stewardship analyst, highlights how Wespath is "Investing in our Planet." From the anniversary of the United Methodist interagency climate commitment to a new thought leadership paper catching media attention, read how we're working toward an equitable net-zero future in this new blog.

Wespath Board of Directors Seeks Nominations for Charles L. Calkins Award

The Board Life and Governance Committee of the Board of Directors welcomes nominations for the Charles L. Calkins Award. Individuals for this award are nominated for extraordinary contributions, visionary leadership and dedication to the values of Wespath. Eligible nominees include conference benefits officers, benefits administrators, treasurers and members of conference boards.

Click here to learn more about the award and previous recipients. This year's award will be presented at the October Board of Directors meeting. Nominations are due by July 15, 2022. To nominate an individual, complete this form and attach it to an email to rsmith-edmondson@wespath.org.

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