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Compass: A New Retirement Plan for UMC Clergy

Beginning January 1, 2026, active United Methodist clergy will begin earning benefits through Compass. Retired or terminated clergy will not be impacted.

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Dimensions Newsletter

The Dimensions Newsletter supports your path to well-being with useful personal wellness information.

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Benefit Resources to Support Those Affected by Natural Disasters

The devastation brought by such natural disasters is immense and the road to recovery can be daunting. We are here to support you.

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Saving Grace: A Guide to Financial Well-Being

Saving Grace is a six-session, small group course that speaks to money management topics—such as saving, earning, giving, spending, and debt—from a Wesleyan perspective to help participants reach personal financial goals and achieve a sustainable financial life.

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Careers at Wespath

Are you looking for a welcoming workplace? A rewarding career with flexible benefits?

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African Methodist Episcopal Church: Plan Information for Participants

Learn about your plan, and access and manage contributions and investments.

AME Church: Plan Information for Participants
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UMC Clergy Financial Well-Being Initiative

Wespath Benefits and Investments has partnered with a broad coalition of organizations to help clergy improve their financial acumen and address their debt. Pastors are better positioned to serve, lead and grow vibrant congregations when personal finances are not a source of stress.

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News & Events

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Markets at a Glance: Q2 2025

Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 2025 market performance, highlighting how the S&P 500 and the Nasdaq Composite indexes both reached new all-time closing highs despite significant volatility.

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What You Should Know About the Bloomberg U.S. Aggregate, Wespath’s New Fixed Income Benchmark

Wespath is adopting the Bloomberg U.S. Aggregate Index as the new benchmark for its Fixed Income Fund and Social Values Choice Bond Fund—enhancing transparency and aligning with industry standards. Learn how this shift empowers investors to better evaluate performance without changing the funds’ core strategies.

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Moody’s Downgraded the U.S. Credit Rating—Should We Be Worried?

From budget negotiations in D.C. to Moody’s downgrading the U.S.’ credit rating, federal government spending has dominated headlines recently. Wespath’s Connie Christian (Manager, Fixed Income) examines the news, sharing both the historical context of the Moody’s downgrade and her perspective on whether it is likely to drive broader uncertainty in U.S. Treasuries.

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