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

Vol. XXII, Issue 6

February 9, 2023

System Maintenance on Saturday

The Wespath Portal, Benefits Access plan sponsor portal, Contribution Management, Wespath Institutional Investor Portal and the Comprehensive Benefit Funding Plan websites will be unavailable Saturday, February 11 from 7:00 a.m. to 7:00 p.m., Central time. During this system outage, Wespath will perform system maintenance and update the website. We apologize for any inconvenience.

2024 Comprehensive Benefit Funding Plans

The 2024 Comprehensive Benefit Funding Plan (CBFP) application is expected to be released in late February. To provide a refresher on the application, Wespath will host an hour-long virtual training session on Tuesday, February 28, from 3:00 to 4:00 p.m., Central time:

Please use this link to join the meeting
Meeting ID: 867 0794 3579
Passcode: 785733

If you have comments or concerns regarding the CBFP application or the scheduled webconference contact your Client Relationship Manager, or Tony Prestipino at tprestipino@wespath.org or 1-800-269-2244 ext. 4560

January Monthly Investment Report Now Live

Our latest Monthly Investment Report highlights January’s stock market gains and the strength of the U.S. job market. Low unemployment data and declining initial jobless claims contradicted historical expectations that a weakening economic environment translates to a weak job market. The stock market showed additional strength thanks to cooling inflation and growing investor confidence in the Fed’s approach.

Staff Announcements

In the spirit of continuing quality service for our clients, we are pleased to announce two recent staff promotions.

Lois Long has been promoted from a Client Services Manager to Client Relationship Manager to fill the vacancy due to Ron Coleman’s retirement. You may be familiar with Lois, who joined Wespath in 1999 and has served in various roles in Customer Service and Plan Sponsor Relations.

Jessie Meeks has been promoted to the open Client Services Manager role created by Lois’s promotion. Jessie joined Wespath in 2010 and her experience includes serving on the Customer Service Retirement Team. Since 2018, Jessie has worked as a Quality Analyst within Customer Service, quality checking completed tasks, assisting in maintaining policies and procedures, and providing training.

Thank you in advance for welcoming Jessie and Lois as they learn their new responsibilities!

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