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.

2022 Issues

  • September 29
    • New Investment Insights Blog: "Fed" Up With Inflation, the Fed Continues to Raise Rates
    • Boost Awareness of Wespath's Inspiring Clergy Event
    • Participant Communications
  • September 22
    • Unscripted: Ormala Krishnan of Mondrian Investment Partners
    • Partner with Wespath to Promote CBA
  • September 8
    • Disaffiliation Information—Updated FAQs
    • Participant Communications
    • ESG Op-Ed Featured in Top1000funds.com
  • September 1
    • All Clergy Invited to Attend Clergy Benefits Academy
    • "The Road to Retirement" Webinars for Participants
    • New Investment Insights Blog: Uncovering Asset Manager Talent
    • Wespath Holiday Closing—Labor Day
  • August 25
    • Participant Communications
    • Encourage Clergy to Register Now for Exciting Fall Event
  • August 18
    • Disaffiliation Information—CEO Blog and Additional Resources
    • Participant Communications this Week
  • August 11
    • Monthly Market Commentary
    • Staffing Update
    • Wespath Early Closing—Friday, August 12
  • August 4
    • Participant Communications this Week
  • July 28
    • Promote Wespath's Exciting In-Person Clergy Events This Fall
    • Clergy Financial Well-Being Initiative Newsletter: July 2022
    • In Case You Missed It: Investment Webinar Now Live
  • July 21
    • Investment Webinar Now Live
  • July 19
    • Reduction of Liability Premium Component of Allocated Underfunding from 10% to 5%
  • July 14
    • Monthly Market Commentary
    • Recent Participant Communications
  • July 7
    • Disaffiliation Information—Video and Podcast Explain Pension Withdrawal Liability Payment
    • Markets In Review—What Happened in the First Half of 2022
    • Church Pension Group Hosts PSLF Webinar
    • Last Chance to Nominate an Individual of Excellence!
  • July 5
    • Special Notice: Important Reporting and Form Due Dates
  • July 1
    • Participant Inquiries about EY SEC Fine
  • June 30
    • Systems Unavailable—Tonight at 8 p.m.
    • Wespath Holiday Closing—Independence Day
    • Announcing In-Person CBA/revitup! Events This November
    • New Investment Insights Blog: Can Negative Consumer Sentiment Be a Positive Market Indicator?
    • Unscripted: A Conversation with Wespath's Asset Managers
  • June 23
    • New Investment Insights Blog—Why Investors Should Care About Food, Agriculture and Biodiversity
    • Charles L. Calkins Award Nomination Period Closes July 15
    • Systems Unavailable—June 30 at 8 p.m.
  • June 16
    • Disaffiliation Information—Updated
    • Stay Informed on Financial Markets and Investment Performance
    • Participant Communications this Week
    • Wespath Holiday Closing—Juneteenth
  • June 9
    • DAC and CACs Now Available for 2024
    • Disaffiliation Information—Updated
    • Nominate a Coworker for the Charles L. Calkins Award!
  • June 2
    • Partnering with Wespath Institutional Investments
    • Communications to Participants
    • Adoption Agreements for 2023
  • May 26
    • Wespath's Chief Investment Officer Discusses Recent Stock Market Declines
    • New Customer Service Call Experience
    • Employee Retention Tax Credit Assistance Available to Local Churches
    • New Blog: Solar Power "Electrifying" Low Income Housing Communities
    • Wespath Holiday Closing—Memorial Day
  • May 25 B
    • Wespath's 1-800 Phone Number Now Working
  • May 25
    • Wespath's 1-800 Phone Number Not Working
  • May 19
    • New Customer Service Call Experience
    • Wespath Update to Participants
    • Fiduciary Focus: Board Best Practices
    • Investor Statement on Crisis in Ukraine
  • May 18
    • Systems Unavailable—May 19 from 6:00 to 8:00 a.m.
  • May 12
    • Who Can You Nominate for the Charles L. Calkins Award?
    • Communications to Participants
    • Investment Insights Blog: Inflation and the 60/40 Portfolio
    • Now Available: April Monthly Investment Report and Markets at a Glance Video
    • Disaffiliation Information—Updated
  • May 5
    • New CEO Blog: Committed to You in a Changing Methodist Ecosystem
    • Last Chance to Register for a Plan Sponsor Webinar
  • April 28
    • 2022 Annual Conference Toolkit
    • Don't Forget to Register!
  • April 21
    • Clergy, Employees May Qualify for Loan Forgiveness
    • Disaffiliation FAQs—Updated
    • Mark Your Calendars and Bring Your Questions!
    • Wespath Q1 Investment Webinar—Now Live
    • United Methodist Interagency Just and Equitable Net-Zero Coalition: One-Year Anniversary Progress Report
    • Earth Day 2022: How We "Invest In Our Planet" Toward an Equitable Net-Zero Future
    • Wespath Board of Directors Seeks Nominations for Charles L. Calkins Award
  • April 15
    • Important Message Regarding Q1 2022 Statements
  • April 14
    • MPP Account and Q1 Market Volatility E-blast to Wespath Participants
    • Now Available: March Monthly Investment Report and Markets at a Glance Video
    • Q1 Investment Review Webinar—Coming Soon
    • Wespath Holiday Closing—Good Friday
  • April 7
    • Conference Forum: Videos Available
    • LifeStage Retirement Income Enhancements Now Available
    • New Investment Insights Blog—Three Considerations for Investors Hiring an OCIO Provider
    • The Future of Investor Engagement: A Call for Systematic Stewardship to Address Systemic Climate Risk
  • March 31
    • Systems Unavailable—April 2 from 6:30 a.m. until mid-afternoon
    • Conference Forum Follow-Up
    • Wespath Board of Directors Seeks Nominations for Charles L. Calkins Award
    • Communications to Participants this Week
  • March 24
    • Communications to Participants This Week
  • March 17
    • Wespath Update to Participants
    • New Investment Insights Blog – Dude, Where’s My Peloton?
  • March 16
    • Wespath's Thoughts on Disaffiliation Scenarios
  • March 10
    • General Conference Postponement
    • Special Event for Clergy
    • UMPIP Quarterly Webinars for Participants
    • Comment from the CIO: What Does a Ban on Russian Oil Mean for Markets?
    • February Monthly Investment Report and Markets at a Glance Video: Now Live!
    • New Investment Insights Blog—How Alternative Investments Can Benefit Your Diversified Portfolio
  • March 3
    • Your Retirement Assets and the Ukraine/Russia Conflict
    • Comprehensive Benefit Funding Plan—Allocation Page
    • Participant Mailing—Annual RMD Notices
    • Retirement Webinar Invitation
    • DTY Invitation to Clergy
  • February 24
    • 2023 Comprehensive Benefit Funding Plan Webinar Recording
    • Reminder to Update Benefits Access
    • Conference Forum—March 17 & 18
    • Reminder: Registration for the HealthFlex Mini-Summit is Open
    • New Investment Insights Blog—A Personal Connection to Wespath's Values
  • February 17
    • Retirement Webinar Invitation to Clergy Participants
    • Wespath Update to Participants
    • Fiduciary Focus: Investment Complexity and Operating Models
    • Wespath Holiday Closing—Presidents Day
  • February 10
    • HealthFlex Mini-Summit/Conference Forum Registration Is Open
    • 2023 Comprehensive Benefit Funding Plans
    • Now Available: January Monthly Investment Report and Markets at a Glance Video
    • New Investment Insights Blog—Does Bitcoin Belong in a Traditional Investment Portfolio?
  • February 4
    • 2023 Comprehensive Benefit Funding Plans
  • February 3
    • Conference Forum March 17 and 18
    • Email to Retiring Participants
    • First Aid for Mental Health Promotional Material
    • Reflections on the Afghan Refugee Crisis and the Need for a Sustainable Global Economy
  • January 27
    • Participant Communication: Dimensions Newsletter
    • Wespath Writes to the U.S. Environmental Protection Agency Regarding Methane Regulations
    • In Case You Missed It: Q4 Investment Insights Webinar – Now Live
  • January 20
    • New Blog—Our Favorite Investment Podcasts, Commentaries and Twitter Follows
    • Q4 Investment Insights Webinar – Now Live
    • Wespath Update to Participants
  • January 13
    • Survivor Benefit Process Improvements
    • Wespath Update to Participants
    • New Investment Insights Blog—What is the Debt Limit?
    • December Monthly Investment Report and Markets at a Glance Video Now Available
    • Wespath Holiday Closing—Martin Luther King Jr. Day
  • January 6
    • Wespath's New General Secretary: Andy Hendren
    • Wespath's New Lead for Legal Questions: Sheila Henretta
    • Wespath's New Chief IT Officer: Bryan Mjaanes
    • New Blog: John Wesley, Improv Comedy, and "Yes And" Values
    • CBA/revitup! In-Person Events Cancelled

2021 Issues

  • December 30
    • Systems Unavailable—December 31 at 6:30 p.m. Until January 1 at 6:30 p.m., Central time
  • December 22
    • New Blog Post: The Fiduciary Case for COVID-19 Vaccine Equity
    • Wespath Holiday Closing—Friday, December 24
  • December 16
    • Systems Unavailable—December 18 from 6:00 a.m. Central time through early afternoon
  • December 14
    • Reminder to Update Benefits Access
    • Barbara Boigegrain Reflects on Her Years of Service—New Video
    • New General Secretary: January 3
    • November 2021 Monthly Investment Report
    • Wespath Update to Participants
    • Wespath Holiday Closing—Friday, December 24
  • December 9
    • Conference Mini Forum Follow-Up
    • December 2021 Monthly Investment Report
    • Wespath Closing Early—Friday, December 10
  • December 2
    • New Blog: Three Years In, How Do the "Transition Ready" Strategies Stack Up?
    • Wespath Closing Early—Friday, December 10
  • November 18
    • Updates to Wespath.org
    • Emails sent for upcoming webinars
    • Holiday Closing: Thanksgiving
  • November 11
    • Pre-Retirement Webinar Invitation to Clergy 55 and Older
    • October 2021 Monthly Investment Report
    • Registration Still Open for the Conference Mini-Forum Nov. 18
    • Pre-Retirement Webinar Invitation Reminder Sent to Clergy 55 and Older
    • Virgin Pulse Website Maintenance
    • Wespath Update Sent to Participants
  • November 4
    • Pre-Retirement Webinar Invitation to Clergy 55 and Older
    • New Investment Insights Blog—Climate Change and Wespath: Why COP26 Matters
    • More Climate Change Content and Resources
    • Conference Mini Forum Nov. 18
  • November 2
    • 2022 Eligible to Retire Communications
    • Additional Participant Communications
  • October 28
    • Disaffiliations—Understanding Impact on Benefits
    • Registration is Closed for "Delivered to You"
    • Pre-Retirement Webinar Invitation to Clergy 55 and Older
    • Conference Mini Forum Nov. 18
    • In Case You Missed It: Q3 Investment Webinar
    • An Update from the Virgin Pulse Compliance Policy Team
  • October 21
    • Conference Mini Forum Nov. 18
    • "Register Now for Delivered to You" Eblast Sent to All Active Clergy
    • Financial Literacy Seminar
    • Now Available: Wespath Q3 Webinar Replay
    • Welcome to the new Dimensions
  • October 14
    • September 2021 Monthly Investment Report
    • Q3 Investment Insights Webinar—To Be Released October 21
  • October 7
    • On the Blog—"What is Federal Reserve Tapering, and Why Does it Matter?"
    • New "Fiduciary Focus" Article: Asset Allocation Tips!
  • September 30
    • Eblast: "Register Now for Delivered to You" Sent to all Active Clergy
    • Save the Date: Mini-Conference Forum
  • September 24
    • Contribution Remittance Bills
    • Wespath Update to Participants
    • "Delivered to You" For Active Clergy: November 8 & 9, 2021
  • September 16
    • Wespath Announces Compliance with the Global Investment Performance Standards (GIPS®)
  • September 9
    • Systems Unavailable—September 11 from 6:00 a.m. to 7:00 p.m., Central time
    • CBFP Due Date September 27th
    • September 22 UMPIP Webinar Registration Open
    • August 2021 Monthly Investment Report
  • September 2
    • Latest Blog Post—Risk Management for Institutional Investors: To Avoid, or to Control?
    • Wespath Holiday Closing—Labor Day
    • Participant Communication: UMPIP Webinar
    • Systems Unavailable—September 11 from 6:00 a.m. to 7:00 p.m., Central time
  • August 18
    • New Blog Post: Climate Change FAQs
    • Wespath in the News: Responsible Investor Op-Ed
    • Wespath Early Closing—Friday, August 20
  • August 12
    • Systems Unavailable—August 14th from 7:00 a.m. to 7:00 p.m., Central time
    • Wespath Update to Participants
    • Coming Soon: Enhanced Institutional Investor Portal Experience
    • “Delivered to You” For Active Clergy Coming in November
  • August 5
    • The Story Behind a Virgin Pulse Pop-up Message
  • July 29
    • Student Loan Forgiveness Program Expanded
    • Communication to the 2021 Retiree Class
    • Now Available: Wespath Benefits and Investments Q2 Video Webinar
  • July 22
    • Now Available: Wespath Benefits and Investments Q2 Video Webinar
  • July 15
    • Board Elects Andy Hendren as Wespath’s Next General Secretary and CEO
    • Update to Quarterly Investment Insights Video Webinar
  • July 8
    • In Case You Missed It: Wespath's New Sustainable Investment Report
    • Participant Communications: Virgin Pulse® All-UMC Destination Challenge Starts Soon
  • July 1
    • Saving Grace Introductory Events Coming in July
    • Wespath Holiday Closing—Independence Day
  • June 24
    • Now Available—Wespath's New Sustainable Investment Report!
    • Systems Unavailable—June 30 at 8 p.m.
    • Comprehensive Benefit Funding Plan Reminder
  • June 17
    • Systems Unavailable Saturday, June 19
    • Next Webinar in Your UMPIP Series Premieres June 23
    • Saving Grace Introductory Events Coming in July
    • Reminder—July Benefits Delayed for New Retirees
  • June 10
    • Adoption Agreements for 2022
    • Benefits Access Notice to Conferences
    • Wespath Update to Participants
    • Should You Be Worried About Inflation Right Now?
    • May 2021 Monthly Investment Report
  • June 3
    • Systems Unavailable Saturday, June 19
    • DAC and CACs Now Available for 2023
    • New Blog Post: Recapping the Historic Week for Sustainable Investing in the Oil and Gas Industry
    • Saving Grace Introductory Events Coming in July
  • May 27
    • New Investment Insights Blog: What Is a Fiduciary?
    • Saving Grace Introductory Events Coming in July
    • Reminder: Wespath Holiday Closing—Memorial Day
  • May 20
    • Now Available: New Fiduciary Focus Educational Article
    • Wespath Holiday Closing—Memorial Day
  • May 13
    • April 2021 Monthly Investment Report
    • Participant Communication
  • May 6
    • Participant Mailing—Annual RMD Notices
    • Help Wanted: Please Join Us in Raising Awareness of Mental Health
    • Where There's a Whil, There's a Way to Help Reduce Stress
    • New Investment Insights Blog: Shareholder Engagement on Human Rights
    • Recording Now Available: Investment Insights Quarterly Webinar
  • April 29
    • Enhancements to Benefits Access for Plan Sponsors (BAP) and Contribution Management (CM)
    • 2021 Annual Conference Toolkit
    • Blue Cross Blue Shield Association Lawsuit—Information for Non-HealthFlex Plan Sponsors
    • Wespath Market Update
  • April 22
    • Special Earth Day Participant Update
    • UMC Agencies Partner on Net-Zero Commitment
    • Wespath Announces Portfolio Emissions Reduction Targets
  • April 21
    • Register Now: Quarterly Investment Webinar
  • April 15
    • Power of Attorney Information Change
    • Participant Communications: Virgin Pulse® All-UMC Challenge Starts Soon
    • March 2021 Monthly Investment Report
  • April 8
    • New Podcast Recording—Making Voting Count: Principle-Based Voting on Shareholder Resolutions
  • April 1
    • Video Replay of HealthFlex Mini-Summit Available
    • Wespath Market Update
    • Wespath’s Easter Chapel Service—Recording
    • Wespath Holiday Closing—Good Friday
  • March 26
    • COVID-19 Update—Paycheck Protection Program Extension
    • EY Participant Communications
    • Conference Forum Follow-Up
    • Wespath Market Update
    • Wespath Holiday Closing—Good Friday
  • March 19
    • New Investment Insights Blog: "One Year Later…"
    • Wespath Featured in Pensions & Investments
    • Conference Forum Follow-Up
    • Wespath Update to Participants
    • Wespath Market Update
  • March 12
    • American Rescue Plan Further Extends COVID-19 Relief
    • Conference Forum Follow-Up
    • Wespath Market Update
  • March 5
    • 2022 Comprehensive Benefit Fund Plan Webinar Recording
    • Wespath Market Update
  • February 25
    • Staff Announcements
    • Wespath Endorses Call for “Fair and Equitable” Response to COVID-19
    • Wespath Market Update
  • February 18
    • 2022 Comprehensive Benefit Funding Plans Webinars
    • Conference Forum and HealthFlex Mini-Summit Registration Ends Friday
    • Wespath Market Update
    • Benefits Access Maintenance Thursday Evening
  • February 11
    • COVID-19 Update
    • Updated On Board Express Schedule
    • January 2021 Monthly Investment Report
    • Wespath Update to Participants
    • Wespath Market Update
    • Conference Forum and HealthFlex Mini-Summit
  • February 9
    • 2022 Comprehensive Benefit Funding Plans
    • New Investment Insights Blog: Value Investing Isn't Dead
    • Wespath Holiday Closing—Presidents Day
  • February 4
    • New Investment Insights Blog: GameStop Mania!
    • Wespath Market Update
  • January 28
    • 2021 Retirement Kits
    • Quarterly Investment Webinar Recording Available
    • Conference Forum and HealthFlex Mini-Summit
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
  • January 26
    • Consolidated Appropriations Act, 2021: Update for Non-HealthFlex Sponsors
    • Wespath Dimensions Newsletter Is Now Available
    • Conference Forum and HealthFlex Mini-Summit
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
  • January 21
    • COVID-19 Update—PPP Loan Extension: Summary FAQs
    • Wespath Market Update
    • Conference Forum and HealthFlex Mini-Summit
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
  • January 19
    • 2021 Clergy Well-Being Survey
    • Register Now: Quarterly Investment Webinar
  • January 14
    • December 2020 Monthly Investment Report
    • Wespath Market Update
    • Wespath Holiday Closing—Martin Luther King Jr. Day
    • Save the Dates—Conference Forum and HealthFlex Summit
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
  • January 12
    • Wespath Staffing Updates—Sarah Krause Joins Wespath's Legal Team; Jim O'Connell to Retire
    • Save the Dates—Conference Forum and HealthFlex Summit
  • January 7
    • Wespath Update to Participants
    • New Video Available: PSP 30-Year Anniversary – “The Past”
    • Wespath Market Update
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
  • January 5
    • COVID-19 Update—Year-End Pandemic Relief Bill: Highlights
    • Wespath Commits to "Just Transition" on Climate Change: What You Should Know

2020 Issues

  • December 31
    • Systems Unavailable—December 31 at 8 p.m.
  • December 29
    • Wespath Market Update
  • December 24
    • Systems Unavailable—December 31 at 8p.m.
    • Holiday Closing: Christmas and New Year's Day
  • December 22
    • COVID-19 Update—Congress Approves Pandemic Relief Bill
    • Holiday Closing: Christmas and New Year's Day
    • Wespath Market Update
    • New Fiduciary Focus Educational Series Paper
  • December 17
    • NEW! Fiduciary Focus Educational Series
    • New Video Available: Positive Social Purpose Lending Program 30-Year Anniversary
    • Wespath Update to Participants
    • Wespath Market Update
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
    • Wespath Closing Early—Friday, December 18
  • December 15
    • 2020 Annual Conference Actions Related to Church Disaffiliations from the UMC
    • Reminder to Update Benefits Access
    • Wespath Closing Early—Friday, December 18
  • December 10
    • New Benefits Access Coming This Weekend
    • We received an email confirming delivery, and we’re checking it twice
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
    • November 2020 Monthly Investment Report
    • Wespath Market Update
  • December 8
    • Systems Unavailable This Weekend for Benefits Access Updates
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
  • December 3
    • New Benefits Access Coming December 12
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
    • Wespath Market Update
  • December 3
    • New Benefits Access Coming December 12
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
    • Wespath Market Update
  • December 1
    • Central Conference Pensions (CCP) Report
    • Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
    • Conference Staff Webinar Recording Available
  • November 24
    • UMPIP Quarterly Webinar
    • Pre-Retirement Webinar Recording Available
    • New Investment Insights Blog: Psychology of Investors
    • Wespath Market Update
    • Holiday Closing: Thanksgiving
  • November 20
    • Phone Systems are Restored
  • November 19
    • New Benefits Access Participant Communications
    • October 2020 Monthly Investment Report
  • November 17
    • Reminder—Quarterly Webinar for Conference Support Staff
  • November 12
    • Bishop’s Summary Letter
    • Wespath Market Update
  • November 10
    • Conference Forum and CBOP Training Videos Available
    • Pre-Retirement Webinar
    • Wespath Update to Participants
  • November 5
    • Updated Form: Notification of Death
    • Wespath Market Update
  • November 3
    • Title Changes for Wespath Employees
    • Save the Date—Quarterly Webinar for Conference Support Staff
  • October 29
    • Eligible to Retire Communications
    • Recording Now Available: Investment Insights Quarterly Webinar
    • New Investment Insights blog: U.S. Elections and the Financial Markets
  • October 27
    • New White Paper: Global Bonds—Expanding Opportunities
  • October 22
    • Wespath Dimensions Newsletter Is Now Available
    • Wespath Market Update
    • New Investment Insights Blog: ESG Regulatory Proposals
    • Conference Event Evaluations
  • October 20
    • Potential Disaffiliations—Updated FAQs Now Available
    • Conference Forum—Follow-Up
    • Training for New CBO/CBOP Staff—Follow-Up
    • Benefits Access Portal Update
  • October 15
    • Benefits Access Portal (BAP) Outage
    • Register for Wespath's Quarterly Investment Webinar
    • Doing Better, Together: Wespath's Asset Managers Respond to COVID-19
    • Wespath Market Update
  • October 13
    • All Your Benefits, All in One Place—The New and Improved Benefits Access
  • October 8
    • Wespath Update to Participants
    • Wespath Market Update
    • Now Live: September Monthly Investment Report and Markets at a Glance Video
  • October 1
    • Wespath Hires Deputy Chief Investment Officer, Patricia Halper, CFA
  • September 24
    • In Case You Missed It: CBO/CBOP Training and Conference Forum Registrations Now Open
    • New Investment Insights Blog Available Now
    • Wespath Market Update
  • September 21
    • In Case You Missed It: CBO/CBOP Training and Conference Forum Registrations Now Open
  • September 18
    • CBO/CBOP Training and Conference Forum Registrations Now Open
  • September 17
    • Wespath Market Update
  • September 15
    • Benefits Access Training Webinar for Conference Support Staff and Others
    • New Virtual Clergy Event: Wespath Benefits and Investments "Delivered to You"
  • September 10
    • Wespath Update to Participants
    • Wespath Market Update
    • New Investment Insights Blog: Companies Working to Cure COVID-19
    • Monthly Investment Report and Markets at a Glance Video Now Available
  • September 8
    • Wespath Op-Ed Featured in Pensions & Investments Publication
  • September 3
    • Save the Dates: Virtual Training Session
    • Wespath Market Update
  • September 1
    • COVID-19 Update—IRS Guidance on Social Security Payroll Tax Delay
    • New Investments White Paper: 30 Years of Positive Social Purpose Lending
    • Paychex—Payroll-Processing and Tax-Compliance Solutions
    • Wespath Holiday Closing—Labor Day
  • August 25
    • New Investment Insights Blog: Avoid Common ESG Investing Misconceptions
  • August 20
    • COVID-19 Update—Temporary Tax Relief (Aug. 8 Executive Order)
  • August 18
    • Participant Communication
    • Direct Deposit Expedites Participant Payments—Avoids Mail Delays
    • New Newsletter: Clergy Financial Well-Being Initiative
    • Wespath Market Update
  • August 13
    • Update Forms Distributed to Participants
    • Systems Unavailable This Weekend
    • Wespath Updates to Participants
  • August 11
    • Monthly Investment Report and Video Now Available
  • August 6
    • CARES Act Update—PPP Loan Forgiveness FAQs; Prospects for Further Federal Legislation
    • Wespath Launches Investment Insights Blog
  • August 4
    • Wespath Financial Relief Update—CPP Holiday
    • Wespath Financial Relief Update—HealthFlex Premium Refund Dividend
    • Wespath Market Update
  • July 30
    • Wespath Updates to Participants
  • July 23
    • Wespath Office Closes Early Friday
  • July 16
    • Wespath Updates to Participants
  • July 14
    • Register for Wespath’s Quarterly Investment Webinar
  • July 7
    • CARES Act Update—PPP Reopens for New Loans; SBA Releases Borrower Information
  • July 02
    • CARES Act Update—Extension of PPP Deadline
    • Weekly Updates to Participants
  • June 30
    • Wespath Holiday Closing—Independence Day
  • June 25
    • CARES Act Update—Expanded Definition of ‘Qualified Individual’
    • CARES Act Update—More PPP Loan Guidance from SBA
    • Weekly Updates to Participants
  • June 23
    • CARES Act Updates—PPP Loan Forgiveness Updates and Additional Transparency
    • Updating Records in Benefits Access
    • Wespath Signs Investor Statement of Solidarity to Address Systemic Racism
    • Systems Unavailable—une 30 at 8 p.m.
    • Reminder—July Benefits Delayed for New Retirees
    • Reminder—Adoption Agreements for 2021
  • June 18
    • CARES Act Update—Revised Guidelines on Payroll Tax Deferral
    • Weekly Updates to Participants
  • June 16
    • CARES Act Update—PPP Flexibility Act Eases Borrower Guidelines
    • New Investment White Paper Available
  • June 11
    • May 2020 Monthly Investment Report
    • Weekly Updates to Participants
    • CARES Act Update—SBA Revises PPP Loan Rules
  • June 9
    • DAC and CACs Now Available for 2022
    • Retirement Status Update
  • June 4
    • Adoption Agreements for 2021
    • CARES Act Update—Senate Passes PPP Flexibility Act of 2020
    • Weekly Updates to Participants
  • June 3
    • CARES Act Update—PPP Loan Forgiveness and Loan Review Assistance for UMC Borrowers
    • CARES Act Update for Employers—New Video
    • Reminder: Benefits Access Updates Coming This Weekend
  • May 28
    • CARES Act Update—House Passes PPP Changes with Broad Bipartisan Support
    • REMINDER: Benefits Access Updates Coming Soon
    • Weekly Updates to Participants
  • May 26
    • CARES Act Update—SBA Publishes New Rules on PPP Loan Forgiveness and Reviews
  • May 21
    • CARES Act Update—PPP and Paying CRSP-DB and Pre-82 Contributions Early
    • Weekly Updates to Participants
    • Wespath Holiday Closing—Memorial Day
  • May 19
    • Actuarial Update Webconference Information
    • Benefits Access Updates Coming Soon
    • CARES Act Update—SBA Publishes PPP Loan Forgiveness Application Form; Regulations Expected Soon
  • May 14
    • CARES Act Update—SBA Clarifies Safe Harbor for PPP Loan Certification; Extends Deadline
    • Weekly Updates to Participants
  • May 12
    • Participant Mailing—CARES Act RMD Notices
    • CARES Act Updates
  • May 7
    • CARES Act Update—SBA PPP Loans
    • Weekly Updates to Participants
    • Reminder: HealthFlex Plan Sponsor Call and Actuarial Update
  • May 5
    • Retirement Status Update
  • April 30
    • CARES Act Update—SBA PPP Loans
    • Weekly Updates to Participants
    • Save the Dates: HealthFlex Plan Sponsor Call and Actuarial Update
    • Quarterly Investments Webinar Recording Available
  • April 28
    • COVID-19 Updates: Health-Related Expenses for Participants; PPP Loans for Employers
  • April 23
    • Weekly Updates to Participants
    • Reminder: Jurisdictional Conference Call
  • April 21
    • Letter About Wespath Conference Relief Efforts in Response to COVID-19 Crisis
    • CARES Act Update—PPP Loans Funding and How the Payroll Tax Delay Interacts with PPP Loans
    • Additional Funding for PPP Appears Likely
    • Jurisdictional Conference Call Dial-in Information
  • April 16
    • Weekly Updates to Participants
    • Wespath Joins United Nations-Convened Net Zero Asset Owner Alliance
  • April 14
    • CARES Act Loan Repayment Delay
    • Upcoming Conference Calls
  • April 8
    • CARES Act Update—April 8, 2020
  • April 3
    • CARES Act Update—April 3, 2020
  • April 2
    • COVID-19 Legislative Update April 2, 2020—CARES Act
    • Wespath Urges Companies to Support Workers and Markets During COVID-19 Crisis
    • Wespath Chief Investment Officer Provides Video Update to Participants
    • EY Offering Webinars to Discuss Market Volatility
    • Wespath Holiday Closing—Good Friday
  • March 30
    • COVID-19 Legislative Update—CARES Act
  • 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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