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LifeStage Investment Management

Automate the investment of your account based on your risk tolerance and other key personal information.

LifeStage Investment Management

Automate the investment of your account based on your risk tolerance and other key personal information.

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LifeStage Retirement Income

Manage your monthly distributions in retirement automatically based on your age, account balance, cost of living and other factors.

LifeStage Retirement Income

Manage your monthly distributions in retirement automatically based on your age, account balance, cost of living and other factors.

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EY Financial Planning Services

Get expert financial advice on tackling debt, saving for retirement, managing investments, evaluating insurance needs and more.

EY Financial Planning Services

Get expert financial advice on tackling debt, saving for retirement, managing investments, evaluating insurance needs and more.

Video: Pre-Retirement Webinar

Understand your Wespath retirement plans and decisions you should be making in order to prepare yourself for a financially secure retirement.

Video: 2020 Retiree Webinar

You will be making several important decisions about your retirement in the coming weeks and months. 

Video: Retirement Readiness Tool 

The Retirement Readiness Tool in Benefits Access can help you determine if you are saving enough money for your retirement.

Video: Manage Your Investments

This video is a presentation focusing on investing opportunities and resources, as well as Wespath's sustainable investing approach.

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Are You On Track to Retire?

You’ll need to make many important decisions to ensure your financial security and personal satisfaction in retirement. This booklet addresses many of them.

Are You On Track to Retire?

You’ll need to make many important decisions to ensure your financial security and personal satisfaction in retirement. This booklet addresses many of them.

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Apply for Retirement Benefits

This video series explains the process of applying online for retirement benefits via Benefits Access.

Apply for Retirement Benefits

This video series explains the process of applying online for retirement benefits via Benefits Access.

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Tax Information

Access tax topics and forms for participants, retirees, clergy and plan sponsors.

Tax Information

Access tax topics and forms for participants, retirees, clergy and plan sponsors.

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Required Minimum Distributions

At age 70½ some people are required by federal law to begin taking distributions from their retirement accounts.

Required Minimum Distributions

At age 70½ some people are required by federal law to begin taking distributions from their retirement accounts.

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FAQs About the SECURE Act: RMD Changes

The SECURE Act changed the required age to start receiving retirement benefits from age 70½ to 72 for certain populations.

FAQs About the SECURE Act: RMD Changes

The SECURE Act changed the required age to start receiving retirement benefits from age 70½ to 72 for certain populations.

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Investment Insights Blog

On a regular basis, the blog will feature new, easily digestible commentary from CIO Dave Zellner and the rest of our investment team.

Investment Insights Blog

On a regular basis, the blog will feature new, easily digestible commentary from CIO Dave Zellner and the rest of our investment team.

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Financial Planning Articles

Browse a selection of articles about financial planning, saving for college, retirement planning and more.

Financial Planning Articles

Browse a selection of articles about financial planning, saving for college, retirement planning and more.

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Investment Articles

Access investment articles covering the basics of investment risk, daily fund pricing and more.

Investment Articles

Access investment articles covering the basics of investment risk, daily fund pricing and more.