• Conference Forum Presentations Available
• 2025 Comprehensive Benefit Funding Plan Webinar Recording Available
• Upcoming Compass Webinars
• Participant Communications
• New Monthly Investment Report, Markets at a Glance Video Available

Conference Forum Presentations Available

We were excited to see many of you in person at last week's Conference Forum! Presentation materials from the event, as well as the HealthFlex Summit, are available here.

2025 Comprehensive Benefit Funding Plan Webinar Recording Available

A recording of the virtual training Wespath held for the Comprehensive Benefit Funding Plan application is now available. Here's the link for the February 27, 2024 webinar recording.

Upcoming Compass Webinars

In response to questions that arose during Conference Forum, Wespath will offer three webinars on Compass in the upcoming weeks. These are designed to help you, as administrators of the plan, to understand key components of the proposed legislation.

Our first webinar will be on March 20 at 1:00 p.m., Central time, to do a refresher and go into more detail on certain provisions, that will be followed by a webinar on remittance processes (April 11 at 1:00 p.m., Central time) and then will end with a general Q&A and other thoughts (April 17 2:00 p.m., Central time). Please see below for the Zoom links:

Compass Overview and Deeper Dive March 20, 2024 from 1:00 p.m. until 2:30 p.m. Central time Join Zoom Meeting: https://us02web.zoom.us/j/89787776002?pwd=b0U4RmVDVkNhdVk1VXNLdGJtRWowdz09 Meeting ID: 897 8777 6002 Passcode: 742639 Compass Remittance & Other Questions April 11, 2024 from 1:00 p.m. until 2:30 p.m. Central time Join Zoom Meeting: https://us02web.zoom.us/j/86371724495?pwd=S3YxSXNidW1nT25SYW5kb3NNU0xpdz09 Meeting ID: 863 7172 4495 Passcode: 495127 Compass Thoughts Before General Conference April 17, 2024 from 2:00 p.m. until 3:00 p.m. Central time Join Zoom Meeting: https://us02web.zoom.us/j/87349783182?pwd=dFpSVkZBQTJXMUtEbWdMbHFnSkhZZz09 Meeting ID: 873 4978 3182 Passcode: 533760

Participant Communications

Last week, UMC clergy and lay participants received an email invitation to attend Live from Wespath on Wednesday April 10 at 11:00 a.m. You can see the invitation here.

New Monthly Investment Report, Markets at a Glance Video Available

Wespath's Trent Sparrow dives into some of the promise and problems with artificial intelligence (AI) in our latest Markets at a Glance video. He also explains why the recent news about inflation was mixed. Read our February Monthly Investment Report to learn more.

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