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.James Berner, Conference Treasurer

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.

James Berner has a wealth of knowledge and always willing to assist participants with their questions. He may be contacted at (304) 344-8331 ext. 35

Contribution Election Form

UMPIP/ROTH

2017 Schedule Benefits for CPP

Informational sheet on Comprehensive Protection Plan benefits for 2017.

At-A-Glance: CRSP

Clergy Retirement Security Program.

Housing Allowance Exclusion Worksheet

This worksheet is helps retired clergy determine the amount s/he may exclude from gross income persuant to Section 107 of the Internal Revenue code.

EY Brochure

EY financial planning services highlights brochure.

At-A-Glance: UMPIP

Summary of plan features for the United Methodist Personal Investment Plan.

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).