Did you know you can keep your money with Wespath?
Beyond Wespath’s proven long-term track record, here are some things to consider:
Autopilot Solutions LifeStage Investment Management and LifeStage Retirement Income are offered at no additional cost.1 |
Comprehensive Financial Guidance EY Financial Planning Services are available at no additional cost.1,2 |
Clergy Housing Allowance Preservation Rollovers out of a Wespath-administered plan may not be eligible for the housing allowance exclusion. |
Additional Advantages
1 Costs for EY Financial Planning and LifeStage services are included in Wespath’s operating expenses that are paid for by the funds. The investment funds are neither insured nor guaranteed by the U.S. government. For more information about the funds, please see the Investment Funds Description. Historical returns are not indicative of future performance. |