The United Methodist Church is committed to helping UMC clergy and lay workers to achieve their retirement objectives through products and services aligned with the principles of the UMC.
The Financial Health of our Clergy and Lay
employees is important to us.
Follow this link for resources that will assist you in making the best decisions for your life situation.
Included are videos from the recent Wespath Pre-retirement seminar.
Jamion Wolford has a wealth of knowledge and always willing to assist participants with their questions. He may be contacted at (304) 344-8331 ext. 350
Wespath Benefits and Investments (formerly General Board of Pensions) is the administrative agency committed to the financial success for those they serve. The name was created with two important elements in mind:
Wes—recognizes and honors John Wesley, the founder of Methodism and a strong advocate for social justice;
Path—refers to our goal of providing participants and institutional clients with a path to follow in achieving retirement, health and investment objectives.
Caring for those who serve since 1908 continues to be the tagline, capturing their mission and reflecting their long history in service to UMC clergy and lay workers and their institutional investors.
Pension will be withdrawn from the church's bank account via ACH starting in July for those churches/charges where the clergy is eligible. Download the schedule of withdrawal dates here.
Contribution Election Form
UMPIP/ROTH
Schedule Benefits for CPP
Informational sheet on Comprehensive Protection Plan benefits.
At-A-Glance: CRSP
Clergy Retirement Security Program.
Designation of Beneficiary: Retirement & Welfare Plans
Designate the beneficiary (ies) eligible to receive retirement and welfare plan benefits in the event of a participant's death under the terms of the applicable plan(s).
At-A-Glance: UMPIP
Summary of plan features for the United Methodist Personal Investment Plan.
EY Brochure
EY financial planning services highlights brochure.