Vol. XXI, Issue 41
August 11, 2022
Monthly Market Commentary
The July Monthly Investment Report and the latest Markets at a Glance video, featuring Rashed Khan, CFA, Director of Risk and Portfolio Analytics, is now live!
Rashed discusses how despite sluggish economic conditions, investors were encouraged by positive market performance, a strong employment report and better-than-expected corporate earnings.
Staffing Update
Ron Coleman, Client Relationship Manager, has announced his upcoming retirement from Wespath on October 19, 2022. Ron joined Wespath in January 1992 and has spent over 30 years in plan sponsor-facing roles. He has supported many of the annual conferences and other large plan sponsors and is a favorite at many educational events for participants. Please join us in congratulating Ron for his long tenure and thanking him for his invaluable support.
Wespath Early Closing—Friday, August 12
Wespath will close at 11:00 a.m., Central time, on Friday, August 12 for an employee event. Customer service assistance will not be available after that time.
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 Benefit Access Portal for Plan Sponsors and Wespath Institutional Investor Portal will be available to plan sponsors, conferences and institutions.
If an urgent situation arises on Friday after 11:00 a.m., please call 1-847-866-4683 and provide your contact information. A Wespath representative will contact you within 30 minutes.
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