On Board Express is an e-mail communication between Wespath Benefits and Investments and its various conference audiences that provides a source for urgent, time-sensitive information and news that is essential for benefits administration. Below is an archive of past On Board Express communications.

2020 Issues

  • March 20
    • Families First Coronavirus Response Act (HR 6201)—Preliminary Summary and UMC Impact
  • March 18
    • Wespath COVID-19 Business Continuity Plans
  • March 10
    • Coronavirus (COVID-19), Market Volatility and Denominational Discussions
  • March 9
    • Reminder: Update Wespath about Retiring Clergy
    • Date Correction: Quadrennial Benefits Conferences
  • March 5
    • Comprehensive Benefit Fund Plan Webinar Recording
    • What's Your 2020 Vision? Webinar Series Begins
  • February 27
    • Comment from the Chief Investment Officer: Stock Market Volatility and Coronavirus (COVID-19)
  • February 24
    • Participant Communication
  • February 19
    • 2021 Comprehensive Benefit Funding Plans Webinars—Time Change
    • Important Reminder to Update Benefits Access
    • Conference Forum and HealthFlex Summit—Registration Closes Friday
  • February 14
    • Participant Communications
    • Plan Sponsor Survey—Billing Insert and Web Link
    • Wespath Holiday Closing—Presidents Day
  • February 7
    • The SECURE Act—Impact to UMC Retirement Plans
    • 2021 Comprehensive Benefit Funding Plans
  • February 5
    • Plan Sponsor Survey—Billing Insert and Web Link
    • Conference Forum and HealthFlex Summit—Registration Open
    • 2020 Retirement Kits
  • January 29
    • Participant Communication—Matching E-blast and Postcard
    • Virgin Pulse App Update
  • January 14
    • Wespath Staffing Update
    • Register for Wespath's Quarterly Investment Webinar
    • Wespath Holiday Closing—Martin Luther King Jr. Day
  • January 9
    • Contribution Management Unavailable—Tuesday from 6:00 to 8:00 a.m.
    • January 2020 Issue of Dimensions, Featuring Two UMC Clergy

2019 Issues

  • December 19
    • An Early 'Christmas Gift' from Congress May Arrive—Year-End 'Minibus' Would Repeal Several Tax Rules
    • Reminder to Update Benefits Access
    • Systems Unavailable—December 31
    • Holiday Closings—Christmas and New Year's Day
  • December 10
    • New Wespath Websites Are Live
    • Wespath Closing Early—Friday
  • December 3
    • New Wespath Websites Launch This Week
    • Hardship Withdrawal Suspension Changes
    • Participant Communications
  • November 26
    • Holiday Closing—Thanksgiving
  • October 31
    • Participant Mailings
  • October 23
    • Wespath Responds to EY Media Report
    • New Wespath Websites
    • Register for Wespath’s Quarterly Investment Webinar
    • Webinar on Starting a Clergy Debt Refinancing Program
  • October 10
    • Wespath Organizational Update—Ross Lundstrom
  • October 9
    • Video Webinar Format to Debut This Quarter
    • Sifting Through the Facts Webinar Series: 50 Ways to Support Your Pastor's Well-Being
    • Dimensions Newsletter, October 2019
  • October 4
    • EY Website Launch—November 5
    • Save the Date: Wespath 2020 Events
  • September 24
    • AUMCPBO/NAACT Presentations Now Available
    • New Appointment E-mails
  • September 23
    • Wespath’s General Conference 2020 Webpage
    • Participant Communications: Beneficiary Updates
  • September 17
    • Wespath Phones Working Again
  • September 16
    • Call Center Unavailable Due to Phone System Outage
  • September 13
    • Benefits Access for Plan Sponsors Unavailable—Tuesday, September 17
  • September 9
    • Virgin Pulse Multi-Factor Authentication
    • Sifting Through the Facts Webinar Series: Fundamentals of Social Security
  • August 28
    • Sifting Through the Facts Webinar Series: Demystifying Health Savings Accounts
    • Wespath Holiday Closing—Labor Day
  • August 14
    • Automatic Features Webinar Follow-Up
    • PulseCash donations to UMCOR
  • August 7
    • Automatic Features Webinars—Web and Dial-In Instructions
  • August 2
    • 1% Contribution Challenge Communications
    • Quarterly UMPIP Webinar Connection Issues
    • Save the Date: Automatic Features Webinar—August 8
  • July 24
    • Benefits Access for Participants Unavailable—Saturday, July 27
    • UMPIP Webinar—Wednesday, July 31
    • Early Closing—Friday, July 26
  • July 16
    • Register for Wespath’s Quarterly Investment Webinar
    • Dimensions Newsletter, July 2019
  • June 27
    • 2019 Clergy Well-Being Survey Results
    • Participant Health Resources Available
    • Systems Unavailable—June 30 at 8 p.m.
    • Wespath Holiday Closing—Independence Day
  • June 25
    • Wespath Releases its Newest Sustainability Report
    • Clergy Housing Allowance Challenge Update
  • June 18
    • Initial Benefit Payments—July Retirees
    • Insurance Deduction Reporting
    • Reminder: Batch Upload Processing
  • June 4
    • Adoption Agreements for 2020
    • DAC and CACs Now Available for 2021
  • May 29
    • Wespath Portal and Benefits Access for Participants Unavailable—Saturday, June 1
  • May 22
    • Paychex Partnership Promotions to Local Churches
    • Participant Communications
    • Reminder: Wespath Portal Recertification Forms Due May 28
    • Wespath Holiday Closing—Memorial Day
  • May 6
    • Participant Mailings—EY Webinars
  • May 2
    • Participant Mailing—Annual RMD Notices
    • Sifting Through the Facts Webinar Series: Opioid Addiction
  • April 25
    • New Enrollment Form Available—Update Your Materials
  • April 18
    • Conference Forum Follow-Up
    • Retirement Contributions Video Now Available
  • April 16
    • Holiday Closing—Good Friday
    • "Markets At A Glance Video" and the March Investment Report
    • Register for Wespath's Quarterly Investments Webinar
    • Dimensions Newsletter, April 2019
  • April 8
    • Benefits Access for Participants Unavailable—Thursday, April 11
  • April 2
    • Wespath Participant Feedback Interviews
  • March 18
    • Appeals Court Rules Clergy Housing Allowance ‘Constitutional’
  • March 12
    • Participant Communication—PIN Elimination
  • March 7
    • Annual Tax Reporting Forms Update
  • March 4
    • General Conference 2019 Update
    • Conference Forum and HealthFlex Summit—Registration Open
  • February 20
    • Comprehensive Benefit Fund Plan Webinar Recording
    • General Conference 2019 Update
  • February 15
    • Correction to Tax Insert Related to Disability Benefits
    • Wespath Holiday Closing—Presidents’ Day
  • February 7
    • CPP Premium Holiday
    • 2019 Retirement Kits
    • CPP Retiree Death Benefit Eligibility
  • January 29
    • Rescheduled: 2020 Comprehensive Benefit Funding Plan Webconferences and Dial-In Details
    • Healthy Annual Conference Toolkit
  • January 25
    • Annual Tax Reporting Forms
  • January 17
    • Clarifying Information About the Pension Impacts of the 2019 General Conference
    • 2020 Comprehensive Benefit Funding Plan Webconferences
    • Holiday Closing—Dr. Martin Luther King Jr. Day
  • January 10
    • Systems Unavailable—Saturday, January 12
    • Court Decision Invalidates ACA
    • Departments Propose Rule to Allow HRAs to Pay for Individual Health Coverage
  • January 8
    • Press Release: Wespath Launches “Wespath Institutional Investments” and I Series Funds
    • Dimensions Newsletter—January 2019 Edition
  • January 2
    • 2019 Clergy Well-Being Survey
    • Follow Us on Twitter

2018 Issues

  • December 27
    • Holiday Closing—New Year’s Day
  • December 18
    • Important Notice Regarding Year-End Institutional Account Transactions
    • Eligible to Retire Mailing—2019 Retirement Season
    • Systems Unavailable— December 31 at 3:00 p.m.
    • Holiday Closing—Christmas
  • December 14
    • IRS Provides Guidance on Church Parking Tax
  • December 13
    • Wespath Closing Early—Friday
  • December 4
    • Impact to Wespath’s Normal Processing—Financial Markets Closed Wednesday, December 5
  • November 27
    • Important Tax Withholding Information Postcard
  • November 15
    • AUMCPBO Presentations Now Available
    • Participant Communications
    • Holiday Closing—Thanksgiving
  • October 31
    • Systems Unavailable—Saturday, November 3
  • October 25
    • revitup! For a Lifetime in Ministry
    • Heart of the Matter Webinar—Retirement Readiness in the 5 Dimensions of Well-Being
  • October 18
    • Participant Communication—Letter about Direct Deposit Requirement
  • October 11
    • Moving Expense Webinar Recording
    • Press Release: Wespath and BlackRock Collaborate to Launch New Low-Carbon Economy “Transition Ready” Investment Strategy
  • October 8
    • Reminder: Webinars Demonstrating Moving Expense Payment Entry in Benefits Access—October 9 and 10
    • Center for Health Newsletter—now called Dimensions
    • Heart of the Matter Webinar: Physically Fit over 40
  • October 2
    • Save the Date: Demonstration of Moving Expense Payment Entry in Benefits Access—October 9 and 10
    • Save the Date: 2019 Mini HealthFlex Summit and Conference Forum—April 9 to 11
  • September 27
    • Press Release: Wespath to Launch “Wespath Institutional Investments” and I Series Funds
    • Affordable Care Act Update and Considerations for Plan Sponsors Who Set Their Own Reward Levels for Wellness Programs
  • September 10
    • Participant Communication—Moving Expense
    • New Resiliency Resource from Wespath Benefit Plans Department
  • September 6
    • Comprehensive Protection Plan Provider Transition
    • Wespath Launches New Facebook Page
  • August 28
    • revitup! An Event for Young Clergy!
    • Heart of the Matter Webinar—Wesleyan Theology and Well-Being
    • Holiday Closing—Labor Day
  • August 22
    • Know Be4 Security Training—Licensing Opportunity
    • Call Center Security Enhancements
  • August 15
    • Participant Communication—Debt Management
  • August 9
    • Systems Unavailable—Saturday, August 11
  • August 3
    • Moving Expense Video Available
    • Commission on a Way Forward Webinar Recording
  • July 24
    • Reminder: Webinar to Discuss Benefit Plan Provisions of the Commission on a Way Forward Report - July 25
  • July 19
    • Rescheduled: Webinars to Discuss Benefit Plan Provisions of the Commission on a Way Forward Report—July 24 and 25
    • Webpage Available with Information on Wespath Appendix
  • July 9
    • Postponed July 11 and 12 Webinars to Discuss Commission on a Way Forward Report
    • New Resources Available from Wespath’s Benefit Plans Department
  • July 3
    • Systems Unavailable—July 7
  • June 27
    • Save the Date: Webinars to Discuss Commission on a Way Forward Report—July 11, 12
    • Systems Unavailable—June 30 at 8 p.m.
    • Initial Benefit Payments—July Retirees
  • June 25
    • Reminder: Adoption Agreements Due June 29
    • Participant Communication—Matching E-blast
    • Moving Expense Template Available
    • Holiday Closing—Independence Day
  • June 13
    • DAC and CACs Now Available for 2020
  • June 5
    • Adoption Agreements for 2019
    • Webinar Follow-Up—Moving Expense Tax Law Change
    • Virgin Pulse Announces Merger with RedBrick Health
  • May 22
    • Webconference Information: Tax Law Change Impact on Moving Expense Payments
    • Holiday Closing—Memorial Day
  • May 15
    • Webconference: Tax Law Change Impact on Moving Expense Payments
    • revitup! for a Lifetime in Ministry Offers Scholarship Opportunities and Daycare Again at This Year’s Event
  • April 30
    • Participant Mailing—Annual RMD Notices
    • IIP and CBFP Moving to the Wespath Portal
    • Systems Unavailable—Saturday, May 5
  • April 26
    • Participant Communications—Letter from Wespath
  • April 4
    • Benefits Access Unavailable—April 7
    • Wespath Moving Toward Paperless Payments
    • Update Forms Distributed to Participants
  • March 27
    • Holiday Closing—Good Friday
    • Resources from the Center for Health
    • Educational Events from Wespath
  • March 23
    • Wespath Communications Survey
    • Conference Forum Follow-Up
  • March 20
    • Wespath Updates
  • February 13
    • Conference Forum and HealthFlex Summit—Registration Open
    • Wespath Holiday Closing—Presidents’ Day
  • February 6
    • 2018 Retirement Kits
  • January 30
    • Virgin Pulse Update
  • January 23
    • 2019 Comprehensive Benefit Funding Plan Webconferences—Dial-In Details
  • January 17
    • 2019 Comprehensive Benefit Funding Plan Webconferences
    • Wespath Staff Updates
  • January 12
    • Recently Enacted Federal Tax Reform—Impact to Plan Sponsors and Participants
    • Housing Allowance Case Update
  • January 11
    • Holiday Closing—Dr. Martin Luther King Jr. Day
  • January 9
    • Systems Unavailable—January 13
    • Annual Tax Reporting Forms
    • Center for Health Newsletter

2017 Issues

  • December 27
    • Systems Unavailable December 31 to January 1
    • Holiday Closing—New Year’s Day
  • December 14
    • Wespath to Launch New “Social Values Choice” Suite of Funds
    • IRS Sending Penalty Letters Re: ACA Employer Mandate
  • December 12
    • Systems Unavailable—December 16
    • Men’s Health Maintenance Infographic
  • December 1
    • Wespath Closing Early—December 8
    • Educational Events from Wespath
  • November 8
    • Benefits Access Unavailable
    • Center For Health Webinar—Understanding Anxiety and Depression
  • November 2
    • AUMCPBO Presentations Now Available
    • Important Tax Withholding Information Postcard
  • October 31
    • Beneficiary Reminder Postcard
    • After-tax Contributors Communication
    • Eligible to Retire Mailing—2018 Retirement Season
  • October 25
    • Virgin Pulse Secure Password Upgrade
  • October 20
    • Revision to Reported Annual Fund Operating Expense of International Equity Fund and Multiple Asset Fund
  • October 12
    • Housing Allowance Case Update
    • Center for Health Newsletter
    • Center for Health Webinars
  • September 28
    • Center for Health to Host Webinar
    • revitup! for a Lifetime in Ministry—Scholarship Opportunities and Childcare This Year!
  • August 31
    • Decreasing Screen Time Resources Now Available from the Center for Health
    • Holiday Closing—Labor Day
  • August 23
    • Wespath Organizational Contact Information—Changes
  • August 2
    • Wespath Portal Unavailable—Sunday, August 6
  • July 27
    • 2017 Clergy Well-Being Survey Report
    • Center for Health Resources Available
  • June 28
    • Reminder: Adoption Agreements Due Friday
    • Wespath to Launch Two New Institutional Fixed Income Funds
  • June 27
    • Systems Unavailable—June 30 to July 1
    • Holiday Closing—Independence Day
    • Center for Health Newsletter and Bulletins Survey
    • Virgin Pulse Privacy Policy and Membership Agreement
  • June 22
    • Participant Mailings
  • June 20
    • Participant Mailings
    • Early Closing—Friday, June 23
  • June 7
    • Adoption Agreements for 2018
  • June 2
    • DAC and CACs Now Available for 2019
    • Center for Health Newsletter and Bulletins Survey
  • May 25
    • Holiday Closing—Memorial Day
  • May 4
    • Participant Mailing—Annual RMD Notices
  • May 1
    • Retirement Status Update
    • Systems Unavailable—May 5 and 6
    • Security Changes to Benefitsolver
    • Center for Health Resources Available
  • April 18
    • Benefits Access for Plan Sponsors (BAP) Webinars—Dial-in Details
  • April 11
    • Benefits Access for Plan Sponsors (BAP) Changes—Webinars Offered
  • April 10
    • Reminder: Benefits Access for Participants Demonstration
    • Center for Health Newsletter
    • Holiday Closing—Good Friday
  • April 3
    • Benefits Access for Participants Demonstration
  • March 30
    • Participant Mailing—ESVPF Fund Changes
    • Automatic Features Overview Update
  • March 27
    • Conference Forum Follow-Up
    • Benefits Access for Participants Demonstration
  • March 3
    • Sustainable Investment Report Released
    • Clay F. Lee Award—Correction
  • February 28
    • Retirement Plan Design Survey Postcard
    • 2017 Calkins and Lee Award Winners
  • February 27
    • Conference Forum—Registration Deadline Tuesday
    • Legislative Update—Cures Act and QSEHRAs
    • Center for Health Resources Available—Stroke Awareness
  • February 15
    • Corrected W-2s for CPP Disabled Participants
    • Holiday Closing—Presidents’ Day
  • February 8
    • 2017 Retirement Kit
  • February 2
    • Incoming Rollover E-mails
    • Conference Forum—Registration Open
  • January 30
    • Rescheduled Webconference—2018 Comprehensive Benefit Funding Plans
    • Quadrennial Benefits Conference Videos Available
    • Organizational Announcement
  • January 17
    • Center for Health’s Clergy Well-Being Survey
  • January 12
    • 2018 Comprehensive Benefit Funding Plans Webconferences—Dial-In Details
    • Holiday Closing—Dr. Martin Luther King Jr. Day
  • January 4
    • Annual Tax Reporting Forms
    • Center for Health Resources for the New Year

2016 Issues

  • December 23
    • Systems Unavailable—December 31 through January 2
  • December 21
    • General Conference 2016 Changes Affecting Benefits Access
    • Christmas and New Year’s Day Holiday Closings
  • December 16
    • Wespath Closing Early—December 16
  • December 15
    • 2018 Comprehensive Benefit Funding Plans Webconferences
    • Webconferences on HRAs and Working Retirees—Call Recordings Available
  • November 29
    • Systems Unavailable—December 1
  • November 16
    • Systems Unavailable—November 17 Early Morning
    • General Conference 2016 Changes Affecting Benefits Access
    • Holiday Closing—Thanksgiving
  • November 14
    • Webconferences on HRAs and Working Retirees—Supporting Materials
  • November 11
    • Webconferences on HRAs and Working Retirees—Dial-In Details
  • October 27
    • Final QBC PowerPoint Presentations Available
    • Participant Mailing
  • October 19
    • Webconference on HRAs and Working Retirees—Save the Dates
    • Center for Health Resources Available
  • October 7
    • Early Bird Deadline Extended—revitup! For a Lifetime in Ministry
  • September 26
    • Update: Health Reimbursement Arrangements for Working Retirees
  • September 22
    • Early-Bird Registration for revitup! Available Until October 7
    • Benefits Access for Participants and Contribution Management Unavailable—September 24
  • September 7
    • Annuity Payout Rates—Now Generally Updated Monthly
    • New Center for Health Well-being Resources
  • August 23
    • Retirement Plan Participant Survey—Invitations Will be Sent August 25
  • August 11
    • Quadrennial Benefits Conferences—Registration Update
  • July 22
    • Participant Mailing—LifeStage Letter and Brochure
    • New Center for Health Newsletter
  • July 18
    • 2016-2020 Quadrennial Benefits Conferences
    • Quadrennial Benefits Conference Registration
  • July 12
    • Systems Unavailable—July 15 to 16
  • June 30
    • Participant Mailing—Postcard Announcing New Agency Name
  • June 29
    • General Conference Update—CPP Eligibility Changes and Required Adoption Agreements
  • June 27
    • Systems Unavailable—June 30 to July 1
    • Holiday Closing—Independence Day
  • June 21
    • Early Closing—Friday, June 24
  • June 16
    • Initial Benefit Payments—July Retirees
    • Helen Exarhakos—New Managing Director of Customer Service
  • June 13
    • DAC and CACs Now Available for 2018
  • June 3
    • General Conference 2016 Update—Summary of Plan Changes
  • May 26
    • Adoption Agreements for 2017
    • Holiday Closing—Memorial Day
  • May 3
    • Participant Mailing—Annual RMD Notices
  • April 28
    • Incoming Rollover Mailings—Staged
  • March 22
    • Legislative Update—Church Plan Clarification Provisions‘ Impact on Retirement, Health and Welfare Plans
    • Holiday Closing—Good Friday
  • March 15
    • Conference Forum Follow-Up
  • February 25
    • Health Care Reform Updates
      • Controlled Group Rules for Church Plans
      • Delay of Cadillac Tax
      • Delayed Deadlines Approaching for Forms 1094-B, 1095-B, 1094-C and 1095-C
      • Applicable Large Employer Calculator—Updated for 2015 Tax Year
  • February 10
    • 2016 Retirement Packet
    • Holiday Closing—Presidents Day
  • January 28
    • Benefits Access for Participants Unavailable—January 30
    • Conference Forum—Registration Open
    • Save the Date—revitup! For a Lifetime in Ministry
  • January 20
    • Webconferences on Proposed Changes to CPP—Dial-In and Other Details
  • January 15
    • 2017 Comprehensive Benefit Funding Plan Materials Available on the Extranet
    • Webconferences on Proposed Changes to CPP—Postponed
    • Holiday Closing—Dr. Martin Luther King Jr. Day
  • January 7
    • Save the Dates—Webconferences on Proposed Changes to CPP
  • January 5
    • 2017 Comprehensive Benefit Funding Plans Webconferences—Dial-In Details
    • Annual Tax Reporting Forms
    • Applications for Benefits and Retirement Projections Update

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