2024 Issues

• April 25
  • Participant Communications
  • Q1 2024 Webinar Now Available

• April 18
  • 2024 Move to Contribution Management
  • March Investment Report Available
  • "Live from Wespath" Recording Now Available
  • General Conference—Resources Available

• April 12
  • Compass Webinars
  • "Live from Wespath" Recording Available Next Week

• April 4
  • Participant Communications
  • Recording Available: General Conference Legislation Q&A Webinar
  • Wespath expanding offering of funds with heightened environmental, social criteria
  • Q1 Key Takeaways Blog and Markets at a Glance Video

• March 27
  • You Are Invited: Wespath Q&A on General Conference Legislation
  • Reminder: Wespath Holiday Closing—Good Friday

• March 21
  • General Conference Information—Updated Resources
  • Wespath Email to Conference Communicators
  • Participant Communications
  • New Investment Insights Blog: Why Not Just Invest 100% in Stocks?
  • Wespath Holiday Closing—Good Friday

• March 14
  • First Session Next Wednesday—Answering Your Questions About Compass

• March 12
  • Conference Forum Presentations Available
  • 2025 Comprehensive Benefit Funding Plan Webinar Recording Available
  • Upcoming Compass Webinars
  • Participant Communications
  • New Monthly Investment Report, Markets at a Glance Video Available

• February 29
  • "Live from Wespath" Airs on April 10
  • Next Week: Conference Forum and HealthFlex Mini-Summit

• February 22
  • Live from Wespath Returns April 10
  • 2025 Comprehensive Benefit Funding Plan Training
  • Participant Communications

• February 15
  • Upcoming Systems Maintenance Outages
  • General Conference Info—Wespath Petitions
  • Participant Communications
  • 2025 Comprehensive Benefit Funding Plans Update
  • New Monthly Investment Report, Markets at a Glance Video Available
  • Wespath Holiday Closing—Presidents Day

• February 8
  • Register Today for Conference Forum & HealthFlex Mini Summit
  • Upcoming Systems Maintenance Outage

• February 7
  • Wespath CIO Dave Zellner Announces Retirement

• February 1
  • 2025 Comprehensive Benefit Funding Plan (CBFP) Tool Release

• January 25
  • Conference Forum & HealthFlex Mini Summit Registration Open
  • Watch Now: Q4 Webinar
  • Participant Communications: Dimensions

• January 11
  • Holiday Closing: Martin Luther King Jr. Day
  • Participant Communications

• January 4
  • Annual Tax Reporting Forms
  • New Commentary Available: 2023 Market Takeaways and Top Investment Themes for the New Year

2023 Issues

• December 28
  • Holiday Closing: New Year's Day
  • Reminder: Systems Maintenance

• December 21
  • New Investment Insights Blog: Wespath Staff Members Share Their Holiday Traditions and What They're Thankful For!
  • Happy Holidays from Wespath!
  • Holiday Closing: Christmas Day

• December 14
  • Reminder to Update Benefits Access
  • Wespath Closing Early—Friday, December 15
  • Systems Maintenance
  • Save the Date: Wespath 2024 Events
  • New Markets at a Glance Video, Monthly Investment Report Available
  • Participant Communications

• December 7
  • UMPIP Webinar Next Week
  • New Investment Insights Blog: Exploring Diversified Bond Funds in 2023

• November 30
  • New Investment Insights Blog: Exploring the Private Credit Market in 2023
  • Wespath Receives Matching Grant for Clergy Financial Well-Being Initiative

• November 22
  • New Investment Insights Blog: Exploring the Fixed Income Market in 2023
  • Holiday Closing: Thanksgiving

• November 16
  • New Investment Insights Blog: An Exciting Time to Be a Lender? Exploring the Fixed Income Market in 2023
  • Holiday Closing: Thanksgiving
  • Participant Communications

• November 9
  • Participant Communications
  • Survey Asks Participants for Feedback About Wespath Branding
  • New Markets at a Glance Video, Monthly Investment Report Available
  • Reminder: Exciting New Resources Available for You to Download and Share—Encourage Your Clergy and Lay Employees to Save for Retirement

• November 2
  • Exciting New Resources Available for You to Download and Share—Encourage Your Clergy and Lay Employees to Save for Retirement
  • New Investment Insights Blog: Understanding Developments in the Chinese Economy

• October 26
  • Participant Communications
  • Q3 Webinar is Now Live!
  • Helping the Next Generation of Sustainable Investors

• October 19
  • Participant Communications
  • Helping the Next Generation of Sustainable Investors

• October 12
  • Participant Communications
  • New Monthly Investment Report Available

• October 9
  • Benefits Access for Plan Sponsors Update

• October 5
  • Participant Communications
  • Now Available: Q3 Market Takeaways and Commentary!

• September 28
  • New Investment Insights Blog: New Tool Helps Us Measure the Impact of Our Investments in Public Markets

• September 21
  • General Conference Update—Wespath Outreach to Delegations
  • New Investment Insights Blog: Why Climate Change Is Causing Higher Insurance Premiums and Intensifying the Housing Affordability Crisis
  • System Maintenance
  • Have You Signed into the Wespath Portal Lately?
  • Participant Communications

• September 14
  • Markets at a Glance Video, Monthly Investment Report Explore Housing Affordability
  • Three Key Factors Affecting Your Non-Profit's Income
  • System Maintenance on Saturday, September 16

• September 7
  • General Conference Planning—Resources Available
  • Newsletter Shares Matching Grant Update, Program Partnerships
  • Encourage Clergy and Lay Employees to Make Personal Retirement Plan Contributions a Priority
  • Participant Communications

• August 31
  • Wespath Holiday Closing—Labor Day

• August 10
  • New Markets at a Glance Video, Monthly Investment Report Available
  • Wespath commentary on ESG investing published by UM News
  • Wespath Early Closing—Friday, August 11

• August 3
  • CRSP Participant Communication
  • Participant Communication: EY Webinar Follow-Up

• July 27
  • New Webinar: Learn How to Engage Your Constituents with Saving Grace
  • First Aid for Mental Health Champions Virtual Training on August 16
  • Adopting Best Practices: Electronic Payments
  • In Case You Missed It: New Sustainable Investment Report

• July 20
  • New Sustainable Investment Report Published!
  • Participant Communications
  • Q2 Investments Webinar is Now Available

• July 13
  • Participant Communications
  • Q2 Market Review Video
  • New Monthly Investment Report Available
  • Compass Plan Design Webinar
  • Comprehensive Benefit Funding Plans—Due July 31

• July 6
  • Now Available: Q2 2023 Market Takeaways and Mid-Year Recap

• June 29
  • New Deputy Chief Investment Officer
  • Participant Communications
  • Systems Unavailable—June 30 at 8:00p.m.
  • Wespath Holiday Closing—Independence Day

• June 22
  • New Investment Insights Blog: Investing in Commodities
  • Webinar for Virgin Pulse Plan Sponsors: "Walk the Wesley Way"
  • Participant Communications

• June 15
  • Participant Communications
  • Upcoming Deadlines: Adoption Agreements for 2024
  • DAC and CACs Now Available for 2025
  • Wespath Holiday Closing—Juneteenth

• June 8
  • Participant Communications
  • May 2023 Monthly Investment Report and Markets at a Glance Video Now Available!

• June 1
  • Participant Communications This Week
  • "Live from Wespath" Event—Recordings and Resources Available

• May 25
  • "Live from Wespath" Event—Recordings and Resources Available
  • New Video: Wespath Asset Manager Explains Approach
  • Participant Communications
  • Reminder: Resources Available for Annual Conference Gatherings
  • Wespath Holiday Closing—Memorial Day

• May 18
  • Blog Update: "Should Investors Be Worried About the Debt Ceiling Debate?"
  • Reminder: Resources Available for Annual Conference Gatherings

• May 11
  • Resources Available for Annual Conference Gatherings
  • Benefits Access Mobile App Shutting Down Effective July 1, 2023
  • New Markets at a Glance Video, Monthly Investment Report Available

• May 4
  • Spread the Word About Mental Health Awareness Month

• April 28
  • Disaffiliation Information—Updates to Wespath.org Website
  • Participant Communications

• April 20
  • New Clergy Event: "Live from Wespath" on May 17
  • Q1 Investment Insights Webinar Now Live
  • Clergy Financial Well-Being Initiative Newsletter Shares New Matching Grant, Recent Events
  • Conference Forum/Mini-HealthFlex Summit Presentations Available
  • Streamlining Your Calls to Wespath
  • Participant Communications

• April 13
  • First Quarter Investment Webinar Coming Soon
  • Participant Communications
  • Conference Forum Presentations Available
  • Participants Access Quarterly Statement Online

• April 6
  • New Blog and Video: Q1 2023 Investment Review and Outlook
  • Help With Clergy Status Updates
  • Wespath Holiday Closing—Good Friday

• March 30
  • Comprehensive Benefit Funding Plans Webinar—Recording Available
  • Participant Communications
  • Help With Clergy Status Updates
  • New Blog—Why Does Wespath Invest in International Companies?
  • Wespath Holiday Closing—Good Friday

• March 23
  • Update to EY Navigate Website
  • Participant Communications

• March 17
  • Register for Conference Forum and Mini HealthFlex Summit
  • Help Boost Benefits Access Registration
  • 2024 Comprehensive Benefit Funding Plans Live & Webinar Update
  • New Investment Insights Blog: Silicon Valley Bank's Failure Reinforces Importance of Long-Term Investment Plan
  • New Markets at a Glance Video, Monthly Investment Report Available

• March 9
  • Registration for Conference Forum/Mini HealthFlex Summit Now Open
  • Announcing the 2023 Calkins and Lee Award Recipients

• March 2
  • New Investment Insights Blog: Should Investors Be Worried About the Debt Ceiling Debate?
  • Announcement Regarding 2023 Clergy Events

• February 23
  • 2024 Comprehensive Benefit Funding Plans Update
  • Participant Communications
  • Benefit Access Registration Campaign Tools Coming Soon

• February 16
  • Participant Communications
  • New Blog—WEF Global Risks Report: 3 Takeaways from a Sustainable Investor
  • Wespath Holiday Closing—Presidents Day

• February 9
  • System Maintenance on Saturday
  • 2024 Comprehensive Benefit Funding Plans
  • January Monthly Investment Report Now Live
  • Staff Announcements

• February 2
  • New CEO Blog
  • Clergy Well-Being Survey Launched This Week
  • Wespath's Refreshed Investment Beliefs
  • Save the Date: Conference Forum and Mini HealthFlex Summit

• January 26
  • Disaffiliation Information—Updated FAQs
  • How "Well" Are UMC Clergy? Clergy Invited to Participate in Well-Being Survey
  • Participant Communication—Dimensions
  • New Blog: How Sustainability Themes Impact Economic Growth—An Example in Action

• January 19
  • Participant Communications
  • Now Live—Q4 Investment Insights Webinar

• January 12
  • Timely Updates Help Your Participants
  • Participant Communications
  • 2023 Clergy Well-Being Survey
  • Q4 Market Takeaways and 2022 Review Video
  • Wespath Holiday Closing—Martin Luther King Jr. Day

• January 5
  • Participant Communications
  • Annual Tax Reporting Forms
  • New Blog: Q4 2022 Investment Review and Outlook
  • Save the Date Conference Forum and Mini-HealthFlex Summit

2022 Issues

• December 29
  • Systems Unavailable—December 31 at 8 p.m.
  • Wespath Holiday Closing—New Year's Day (Observed)

• December 22
  • Systems Unavailable—December 31 at 8 p.m.
  • Start 2023 With Some Favorite Investment Podcasts, Commentary and Twitter Follows!
  • Access to Participant Information Changed
  • Wespath Holiday Closing—Christmas Day (Observed)

• December 15
  • Wespath Closing Early—Friday, December 16
  • Systems Unavailable—Saturday, December 17
  • Participant Communications
  • November Monthly Market Commentary
  • New Investment Insights Blog: Are Mission-Based Investors Sacrificing Alpha in the Name of Investment Exclusions?

• December 8
  • New Unscripted Video with Genesis Investment Management
  • Participant Communications

• December 1
  • Farmer Fund Opportunity
  • New Investment Insights Blog: Putting Our Sustainable Economy Framework into Practice

• November 22
  • Tax Forms Update
  • New Blog: Reflections From a United Methodist Trip to COP27

• November 17
  • 2022 Central Conference Pensions Report
  • Participant Communications
  • New Blog: From Elation to Misery—How Emotions Tempt Investors to Time the Markets
  • Holiday Closing: Thanksgiving

• November 11
  • Monthly Market Commentary
  • Participant Communications This Week

• November 3
  • Unscripted with Wellington Management

• November 1
  • Cybersecurity Alert

• October 27
  • Reminder: Systems Unavailable—Saturday, October 29

• October 20
  • Systems Unavailable—Saturday, October 29
  • Investment Insights Webinar—Now Live
  • Widening Wespath's Circle of Service—AME Church
  • Participant Communications—Phasing Out Printed, Mailed Quarterly Statements in 2023

• October 13
  • Special Wespath Update
  • Monthly Market Commentary

• October 6
  • Key Takeaways from Third Quarter's Markets
  • Participant Communications

• 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 15
  • Monthly Market Commentary

• 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