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Retirement & Investments
Prepare for a secure financial future with retirement plan benefits and investment solutions available to UMC clergy and employees.
Health & Well-Being
Discover an array of benefits and resources to support your health and vitality, from group health plans and well-being programs to life and longterm disability coverage for UMC clergy, employees and their families.
For Current Plan Sponsors
Access plan administration resources and support to help plan sponsors effectively manage their health benefits and retirement plans.
Institutional Investors
Looking for information about Wespath Institutional Investments?
Visit Wespath.com
Compass: A New Retirement Plan for UMC Clergy
Beginning January 1, 2026, active United Methodist clergy will begin earning benefits through Compass. Retired or terminated clergy will not be impacted.
Get to Know Wespath's New Chief Investment Officer
Johara Farhadieh, a proven leader with a track record of investment success, is Wespath’s new chief investment officer.
Meet Johara
Benefit Resources to Support Those Affected by Hurricanes
The devastation brought by such natural disasters is immense and the road to recovery can be daunting. We are here to support you.
View Resources
GC 2020 (2024) Highlights
Learn more about approved plan updates.
Careers at Wespath
Are you looking for a welcoming workplace? A rewarding career with flexible benefits?
Learn more
African Methodist Episcopal Church: Plan Information for Participants
Learn about your plan, and access and manage contributions and investments.
AME Church: Plan Information for Participants
SECURE 2.0 Act of 2022 and
Changes for Retirement Plans
This summary explains the more significant changes that impact Wespath-administered retirement plans, and the more noteworthy provisions that are optional to plans.
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UMC Clergy Financial Well-Being Initiative
Wespath Benefits and Investments has partnered with a broad coalition of organizations to help clergy improve their financial acumen and address their debt. Pastors are better positioned to serve, lead and grow vibrant congregations when personal finances are not a source of stress.
Learn more
Saving Grace: A Guide to Financial Well-Being
Saving Grace is a six-session, small group learning curriculum that speaks to key money management topics—such as saving, earning, giving, spending, and debt—from a Wesleyan perspective to help participants reach personal financial goals and achieve a sustainable financial life.
Learn more about Saving GraceNews & Events
Markets at a Glance Video: Q3 2024
Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the third quarter of 2024, including the delicate balancing act the U.S. Federal Reserve faces to help stabilize inflation around 2% per year, while maintaining a healthy jobs market.
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How a Collaborative Approach to Investing in Infrastructure Benefits Wespath’s Investors
Recently, Wespath sought out a new investment strategy focused on infrastructure. The process led to a great example of cross-departmental collaboration and asset manager due diligence.
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Wespath Launches Fossil Fuel-Free Funds for Institutional Investors
Wespath Institutional Investments (WII) is pleased to announce today the launch of two new investment funds designed for institutional investors that want to exclude fossil fuel companies and certain securities associated with conflict-affected areas from their portfolios.
Learn more