• Register for Conference Forum and Mini HealthFlex Summit
• Help Boost Benefits Access Registration
• 2024 Comprehensive Benefit Funding Plans Live & Webinar Update
• New Investment Insights Blog: Silicon Valley Bank's Failure Reinforces Importance of Long-Term Investment Plan
• New Markets at a Glance Video, Monthly Investment Report Available

Register for Conference Forum and Mini HealthFlex Summit

Wespath invites conference benefits officers, treasurers, board of pension members and health benefits administrators to attend the Conference Forum on Wednesday, April 12 and Thursday, April 13, followed by the Mini HealthFlex Summit the morning of Friday, April 15. Both in-person events will take place at the Loew's Hotel in Rosemont, Illinois.

You'll experience worship, fellowship with peers from across the U.S., and presentations on topics such as General Conference, disaffiliation, safeguarding legacy retirement plans, 2024 HealthFlex plan designs and much more. Register today - registration closes on March 20.

Wespath will supplement attendance costs for 1 person per conference (includes airfare, hotel stay up to three nights, and meals). Additional attendees will pay their own airfare, hotel and registration fee of $385 (covers all breaks, dinner on Wednesday, breakfast/lunch on Thursday, and breakfast on Friday).

Help Boost Benefits Access Registration

Over the last few months, Wespath has notified participants that we will no longer send paper quarterly statements. We've been encouraging participants to register for Benefits Access, where their statements are always available—but we could use your help! Below are some communication tools that you can use for outreach. Thanks in advance for your partnership!

• Flyer
• Slide
• Talking points
• Verbiage for newsletters, websites, etc.:
  

  Quarterly Statements Available Exclusively Online
  As you may know, Wespath Benefits and Investments (Wespath), in alignment with their stewardship and environmental responsibilities, recently discontinued mailing paper quarterly retirement savings plan statements. To access your statements, sign into your Wespath Benefits Access account at benefitsaccess.org. On the summary page, click on "View Statements" in the Retirement section. Not registered for Benefits Access? Simply go to benefitsaccess.org, click on "New User Registration" and follow the prompts.

2024 Comprehensive Benefit Funding Plans Live & Webinar Update

The 2024 Comprehensive Benefit Funding Plan (CBFP) application has now launched. You may log into the system and begin work. If you would like a refresher on the application, Wespath will host an hour-long virtual training session on Wednesday, March 22, from 3:00 to 4:00 p.m., Central time.

Please use this link to join the meeting
Meeting ID: 883 2053 7353
Passcode: 630191

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.

New Investment Insights Blog: Silicon Valley Bank's Failure Reinforces Importance of Long-Term Investment Plan

The unexpected events at Silicon Valley Bank (SVB) and other financial institutions have dominated headlines over the past week. Wespath's Joe Halwax, Managing Director of Institutional Investment Services, and Dave Zellner, Chief Investment Officer, provide a detailed explanation of why bank closures did not have a sizeable impact on Wespath fund performance and unpack what happened at SVB in a new blog post.

New Markets at a Glance Video, Monthly Investment Report Available

Wespath's Fred Huang, Senior Investment Analyst, explains why the U.S. Federal Reserve's preferred gauge of inflation unexpectedly rose in our latest Markets at a Glance video. He also discusses private employers adding jobs, equity and bond markets declining last month, and U.S. household debt reaching a record level. Read our February Monthly Investment Report to learn more.

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