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

Vol. XXII, Issue 28

July 13, 2023

Participant Communications

This week we are sending eblasts to participants with account balances notifying them that their second quarter statements are available to view in Benefits Access. As previously announced, quarterly account statements for participants will only be available via electronic delivery through www.benefitsaccess.org.

Q2 Market Review Video

Frank Holsteen discusses Q2 market performance—including the outperformance of the "Super 7" large tech stocks, market excitement surrounding artificial intelligence, U.S. inflation, and the continued strength of the job market.

New Monthly Investment Report Available

There were no shortage of market and economic developments in June: the U.S. Federal Reserve didn't raise rates, snapping a streak of 10 straight increases; Apple became the world's first company to surpass a market value of $3 trillion; and U.S. companies hired 209,000 employees, down from May's 306,000 new hires. Learn more in our latest Monthly Investment Report.

Compass Plan Design Webinar

Join us for a webinar on Monday July 31, 2023 at 2:00 Central time to discuss some basics on the Compass Plan and some background on how the plan was designed.

Topic: Compass Plan Design
Time: Jul 31, 2023 02:00 PM Central time (US and Canada)

Join Zoom Meeting
https://us02web.zoom.us/j/89656581554?pwd=cldhalF0NzhuYmJZMW91Y093bW9Vdz09

Meeting ID: 896 5658 1554
Passcode: 070889

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One tap mobile
+13092053325,,89656581554# US
+13126266799,,89656581554# US (Chicago)

Meeting ID: 896 5658 1554

Comprehensive Benefit Funding Plans—Due July 31

Just as a reminder, we ask that you submit your 2024 Comprehensive Benefit Funding Plan (CBFP) by July 31.

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