For Plan Sponsors
Your source for plan sponsor resources, administrative forms and participant education materials
Wespath partners with plan sponsors to develop benefit programs for clergy, lay employees and their families. We offer resources and support to help plan sponsors effectively manage their health benefits and retirement plans.
Health and Well-Being Resources
HealthFlex Well-Being Grants
HealthFlex is accepting applications for $2,500 Well-Being Grants to be used to support well-being in your conference. There are 5 grants available. Submit your application now! The deadline to apply for grants awarded in January 2020 is December 31, 2019.
Who is eligible to apply: Any UMC conference or employer who has adopted HealthFlex for 2020. Application must come from the conference or employer office. This is the application.
Access current marketing campaigns and collateral plan sponsors can share with participants to increase engagement with retirement and benefits programs.
2019 Retiree Webcast
Online Application Overview
Begin Your Benefits the Easy Way
This video shows how to request a distribution in the online application and highlights the LifeStage Retirement Income distribution service.
Contribution Remittance Process Survey
Plan sponsors and clergy salary paying units: please take our survey about Wespath’s contribution remittance process.
To request enrollment kits and other plan sponsor-related materials from Wespath, please send your contact information, a list of the materials you need and quantities to [email protected].
To learn more about sponsoring retirement and/or benefit plans for your clergy or lay employees, contact your conference liaison or call 1-800-851-2201 (option 3).
Plan Sponsor Forms
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For institutional investors, we have a new look for you too. Check out the updated Wespath Institutional Investments website.