Founded in 1908, Wespath Benefits & Investments is a not-for-profit general agency serving The United Methodist Church, serving more than 100,000 active and retired clergy and lay employees of the Church. Each quarter, LifeStage Investment Management compares your target mix with your actual mix of investments, which can change due to market fluctuations. https://lnkd.in/grsPjHnS. Customer Service at Wespath - YouTube We have updated our website with a new look and made it simple to navigate on any device.We will continue to add more valuable information and features. Wespaths Joe Halwax CAIA CIMA and Neil Sobczak attempt to explain the U.S. stock market and its oddities in our Q2 takeaways blog: https://ow.ly/fBW050P45A6, Happy Fourth of July, everyone! NOTE: we have not changed our phone number for plan sponsors or participants as part of this update. Looking to make a difference? Determine your retirement plan withdrawals/distributions and review options for automating your plan distributions in LifeStage Retirement Income. The General Board of Pension and Health Benefits of The United Methodist Church, Incorporated in Illinois, a general agency of The United Methodist Church ("Wespath") is a not-for-profit corporation and is exempt from U.S. federal income taxes under Section 501(c)(3) of the United States Internal Revenue Code. Previously, Lucas was sector manager and lead analyst of Sustainalytics oil and gas research. envie um e-mail para Click here for more information. per informarci del problema. Customer Service Representative at Wespath Benefits and Investments Reviews Salaries Salary estimated from 4 employees, users, and past and present job advertisements on Indeed in the past 12 months. Wespath Benefits and Investments Customer Service Reviews Updated Apr 5, 2022 Filter by Topic Remote Work Work Life Balance Benefits Career Development Senior Leadership Compensation Management Culture Coworkers Workplace Diversity & Inclusion Covid 19 Search Reviews Search Reviews Filter by Job Title Clear All English Benefits Access for participants can be used to access acount information and complete transactions 24 hours a day, seven days a week. On May 23, Wespath transitioned to a new, streamlined voice response system for Customer Service. For plan sponsors and plan participants, we have a new look for you too. Si continas viendo este mensaje, If you want to have more control in managing your investments, or if you have unique financial circumstances, you may prefer a more hands-on approach. As chief information and technology officer (CITO), Bryan oversees strategy and leadership for all aspects of information technology, governance and security, the Project Management Office (PMO), and the development and implementation of key information technology initiatives in support of Wespaths business objectives. and retired and terminated participants with account balances of at least $10,000. questo messaggio, invia un'email all'indirizzo As CFSO, Eileen leads Wespaths benefits administration transformation and strategic governance for the organizations broader business plan, while also overseeing the accounting and finance division. Ms. Farhadieh will succeed current Chief Investment Officer, Dave Zellner when Dave retires in the summer of 2024. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Wespath is responsible for the general supervision and administration of retirement, health and welfare benefit plans and programs, and investment fund management for more . Wespath Benefits and Investments: Wespath Extranet Login Page Wespath Benefits & Investments Profile and History. Chirag joined Wespath in January of 2021. Initially things are great and of course so are the benefits. It also underscores the importance of supporting a more #sustainable global economy." are available to answer your questions about the New Life, available at no additional cost to active participants with a. account balance, surviving spouses with an account balance. Customer Service Representative jobs Management Consultant jobs Recruiter jobs . scusiamo se questo pu causarti degli inconvenienti. Jake is also a board member of the Catholic Impact Investing Collaborative and the Interfaith Center on Corporate Responsibility. naar White papers, thought leadership and commentaries on the economy, topical issues, investment trends and more. . If you are a participant with questions about your retirement or health plans, please submit your inquiry on the. She received a bachelor's degree in Leadership Studies from DePaul University and has successfully completed the Principles for Responsible Investment (PRI) Academys Responsible Investment Essentials course. Updated information about the performance of your investments. Jake currently co-leads the Engagement Track of the Net-Zero Asset Owner Alliance and serves on the UN Principles for Responsible Investment Stewardship Advisory Committee. Sylvia joined Wespath in September 2011. "Though I am Methodist and have worked at Wespath, The United Methodist Church's benefits and investments agency, for more than four years, I knew only a little about on-campus programs like Wesley at Virginia Tech. Log into Benefits Access (www.benefitsaccess.org), and make this change under Retirement Accounts LifeStage Investment Options. User Name: * Password: * Prior to that, she worked as an analyst in the CMBS market at LaSalle National Bank and GMAC Commercial Mortgage. Wespath currently serves several expressions of the Methodist faith. Additional voluntary contributions will also be managed in this subaccount. Starting January 2023,EY Financial Planning Services will beavailable at no additional cost to active participants with a Wespath account balance, surviving spouses with an account balance. The average Wespath Benefits and Investments salary ranges from approximately $32,000 per year for Customer Service Analyst to $170,479 per year for Director. take part of your balance and leave some for later. WII is not registered as an investment advisor under the Investment Advisers Act of 1940, as amended (the "Advisers Act"), or under any comparable local, state or federal law or statute, in reliance on exemptions from such registration available to investment advisers to such Charitable Organizations. Eileen has worked at Wespath Benefits and Investments since 1987 and serves as chief financial and strategy officer (CFSO). On Board Express - Wespath Benefits and Investments Wespath Benefits and Investments Customer Service Salaries Set up your Benefits Access user account by clicking the New User Registration button. Wespath Managing Director of Investment Management Frank Holsteen discusses Q2 market performanceincluding the outperformance of the Super 7 large tech stocks, market excitement surrounding artificial intelligence, U.S. inflation, and the continued strength of the job market. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de an. Evan is primarily responsible for developing and managing relationships with institutional clients along with overseeing development and execution of products and services that enhance the institutional investor client experience. message, please email Contact Wespath Institutional Investments scusiamo se questo pu causarti degli inconvenienti. Looking to make a difference? Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie If you prefer, you can self-manage the investment of your account balance. Krystal Holmes. Phone Call Security . This report details our latest work on climate action, our COVID-19 response, and engagements on human rights and opioid accountability. Prior to that, he spent 10 years with Securian Financial Group. For more Wespath investment resources visit the link below. Customer Service assistance will be unavailable that day. He is responsible for overseeing the public equity investment program for Wespath and its subsidiaries. Wespath Benefits and Investments Extranet Login to site. Working as a Customer Service Representative at Wespath - Indeed 1-800-851-2201 International Callers +1 847 869-4550 Please note: If you retire on July 1, your initial benefit payments will be delayed due to the July 4 bank holiday. helping you build the financial future you imagine, providing timely, comprehensive information about your plan. Si vous continuez voir ce questo messaggio, invia un'email all'indirizzo Wespath Institutional Investments LLC ("WII") provides investment services to companies organized and operated exclusively for religious, educational, benevolent, fraternal, charitable, or reformatory purposes, and to certain pooled investment vehicles maintained by such companies (collectively, "Charitable Organizations"). questo messaggio, invia un'email all'indirizzo Dr. James F. MillerExecutive Director, Department of Retirement Services, A message from Andrew Q. HendrenGeneral Secretary/CEO, Wespath. https://ow.ly/To1j50Pc2IC, Lucas Schoeppner, Manager of Sustainable Investment Stewardship, provided insights for this case study with FAIRR Initiative. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Previously, she was a senior sales executive at Ajilon, where she handled a variety of account management, sales, business development and administrative tasks. Previously, Alicia worked as the global accounts director at SBC Communications (Cingular Wireless), where she was responsible for building new client relationships and servicing existing accounts. Karen joined Wespath in April 2013. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website. Previously, she was an investment analyst at the Illinois Municipal Retirement Fund, where she covered private real estate and other sector portfolios. For plan sponsors and plan participants, we have a new look for you too. Reporting directly to Wespaths board of directors, Andy leads Wespaths enterprise efforts and fiduciary functions. Sheila is Wespath's chief legal officer and oversees the Legal and Compliance and Internal Audit departments, while also serving as Wespath's corporate secretary, supporting the Wespath Board of Directors and coordinating governance of Wespath's subsidiaries. You can modify this in Benefits Access (www.benefitsaccess.org) under Retirement Accounts LifeStage Investment Options. If there is a significant difference, the service automatically rebalances your current investment mix and future allocations. Copyright Wespath Benefits and Investments,a general agency of The United Methodist Church We have updated our website with a new look and made it simple to navigate on any device.We will continue to add more valuable information and features. The company is headquartered in Glenview, Illinois. You can change your risk tolerance in www.benefitsaccess.org. Changing your risk tolerance will change how your account balance is distributed among the fundsotherwise known as your target investment mix. om ons te informeren over dit probleem. Visit our website for Participants, Conferences and Other Plan Sponsors, Visit our website for: Participants, Conferences and Other Plan Sponsors, If you are a Wespath participant, please access your account on, U.S. Treasury Inflation Protection Fund-I Series, The Wespath staff noted below are our institutional relationship managers. He was responsible for projects focused on quantitative ESG scoring models, screening and sub-adviser due diligence. 1-847-866-4307. jhalwax@wespath.org. Disculpa Previously, Krystal was an institutional investments associate, responsible for delivering operational support to institutional clients. In 2013, he was selected for the Fulbright "U.S. Young Journalists" research grant. P.S. Si continas recibiendo este mensaje, infrmanos del problema 2023 Wespath Institutional Investments LLC, affiliated with The United Methodist Church. Lamentamos Als u dit bericht blijft zien, stuur dan een e-mail Before Wespath, Lucas served as a director on the Catholic Responsible Investments team at Christian Brothers Investment Services. 2, opt. Lucas joined Wespath in April 2023. You may wish to work with a financial professional who can help you manage your retirement plan investments. naar Before Wespath, Jake was an institutional consultant at Morgan Stanleys Graystone Consulting.