Vol. XXII, Issue 21

May 25, 2023

"Live from Wespath" Event—Recordings and Resources Available

Recordings of last week's "Live from Wespath" event, along with the resources discussed during the event, are available here.

New Video: Wespath Asset Manager Explains Approach

Hotchkis & Wiley has been investing funds on behalf of Wespath's participants and institutional investors for almost 30 years. George Davis, executive chairman at Hotchkis & Wiley, recently visited Wespath's office and discussed his investment strategy and approach in a way that's easy to understand. Davis also provided examples of how the long-term relationship between Hotchkis & Wiley and Wespath has been mutually beneficial in our new "Asset Manager Insights" video series.

Participant Communications

Participants were sent custom eblasts last week according to their participation in retirement and health benefit plans. This issue of the Wespath Update includes resources for mental health in light of Mental Health Awareness month, a reminder about digital quarterly statements, and the monthly Markets at a Glance video and Market Investment Report.

Reminder: Resources Available for Annual Conference Gatherings

The 2023 Annual Conference toolkit is now available. The online toolkit includes links to downloadable retirement, health and well-being, and investment resources for use during your Annual Conference session. You can also order hard copies of the toolkit materials, including celebratory pins for retirees (please allow up to two weeks for delivery).

Benefits Educator Consultations Available to Participants

Benefits Educator Consultations Available to Participants Virtual consultations with a Wespath benefits educator are available to participants. These 30-minute, one-on-one consultations can be scheduled before, during or after your Annual Conference session. Participants can register here https://www.wespath.org/r/consults23.

If you are interested in having a benefits educator host onsite consultations during your Annual Conference session, please contact your Wespath client relationship manager.

Wespath Holiday Closing—Memorial Day

Wespath will be closed on Monday, May 29, in observance of Memorial Day. Customer Service assistance will be unavailable that day.

Benefits Access for participants can be used to access acount 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.


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