Upcoming Pension Events!
Wespath Benefits and Investments (Wespath) presents “The Road to Retirement”
Clergy eligible to retire in 2023—or considering retirement in the next few years: register today for Wespath’s pre-retirement webinars scheduled this fall. You’ll learn about:
- The retirement process
- Steps to take during the road to retirement
- Distribution and annuity options for your retirement plans, as well as which plan distribution can be deferred
- Exciting optional and customizable features of LifeStage Retirement Income
- Navigating Benefits Access
Please click on a date/time to register:
- Tuesday, October 11, 1:00 p.m. – 2:00 p.m., Central time.
- Thursday, October 27, 11:00 a.m. – 12:00 noon, Central time.
- Tuesday, November 8, 10:00 a.m. – 11:00 a.m., Central time.
- Tuesday, November 29, 2:00 p.m. – 3:00 p.m., Central time.
Discover What’s Possible at Clergy Benefits Academy!
Wespath welcomes clergy of all ages and in all stages of ministry to attend Clergy Benefits Academy (CBA) on Monday, November 16 through Wednesday, November 18, at the Omni Interlocken hotel in beautiful Bloomfield, Colorado. New ordinands, early-career clergy, mid-career clergy, ready-to-retire clergy, district superintendents, clergy in extension ministries—and spouses too!—are welcome to discover what’s possible when you prioritize the five dimensions of well-being. Click here for more information.
The Sky’s the Limit with revitup!
Learn ways to improve your financial, emotional, social, spiritual and physical health. Gain the inspiration to move mountains in your ministry. Relax and rejuvenate in a resort-like setting. Prepare for a bright future!
Register today for revitup! This inspiring in-person event will be held on November 16-18 at the beautiful Omni Interlocken resort in Broomfield, Colorado. Clergy 39 years old and younger are invited to attend. Click here to learn more.
Both events are learning opportunities structured around the five dimensions of well-being: spiritual, financial, health, social and emotional. Early registrants will receive a $50 resort credit.
Clergy Compensation Calculator
Want to know how much to budget for your church’s pension costs? The Clergy Compensation Calculator on the Treasurer’s Office Pension website can provide the answers you’re looking for. This tool performs the mathematical functions of the Clergy Compensation Worksheet without interfering with official compensation reports. Pastors, Finance Committee and SPRC members (anyone, really!) can run any number of compensation package scenarios to learn how different choices will impact the church’s pension budget line items and the pastor’s pension-related payroll withholdings. For questions, contact JoAnna Ezuka, Benefits Coordinator, at firstname.lastname@example.org.
Missed an online seminar? Want to view a past training?
UMPIP Automatic Features
Considering withdrawing your retirement money to meet a current financial need? The United Methodist Personal Investment Plan (UMPIP) is designed to provide retirement income. During difficult economic times, however, participants may feel forced to access these funds to relieve immediate financial obligations. This article describes and compares two methods of withdrawing money from your UMPIP account prior to retirement.
The New and Improved Benefits Access
Recent updates to the design and navigation of Benefits Access make it easier to use on your computer and mobile devices. With the new Benefits Access, you will still enjoy the improved site design and navigation with the added ability to see a summary of all your Wespath benefits. Benefits information will be right at your fingertips, whether you’re at home or on the go.
The way you log into Benefits Access will stay the same. Simply use your current Benefits Access login credentials at benefitsaccess.org. Not registered yet? Sign-up today!