Wespath Benefits and Investments

Wespath Benefits and Investments is a not-for-profit administrative agency of The United Methodist Church.

Wespath Benefits and Investments, recognized as one of "Chicago's Best and Brightest Companies to Work For®" in 2017, 2018, 2019 and 2020, is a not-for-profit administrative agency of The United Methodist Church responsible for the retirement, health and welfare benefit plans and programs, and investment fund management for more than 100,000 active and retired clergy and lay employees in the U.S. and around the world, and over 130 institutional investors.

In service since 1908, Wespath has approximately $28 billion* in assets under management. As the nation's largest reporting faith-based pension fund, Wespath incorporates consideration of environmental, social and governance (ESG) factors into our investment decision-making and aspires to make a positive impact on the environment and society. Wespath Institutional Investments is a not-for-profit subsidiary of Wespath Benefits and Investments.


Mission and Values

Wespath Benefits and Investments (Wespath) employs a diverse workforce and fosters teamwork in a dynamic environment. We seek candidates with the talent, education and skills to support our mission and values. We are an Equal Opportunity Employer, committed to fair practices related to recruitment, employment, promotions and transfers.

Our Mission: We care for those who serve by providing investment and benefit services that honor the mission and principles of the United Methodist Church.

Our Values: Our six core values are teamwork, integrity, stewardship. spirituality, customer satisfaction and mutual respect.

Wespath Institutional Investments

Wespath Institutional Investments serves the needs of institutional investors through a multi-manager platform of broadly diversified funds, positive social purpose lending, and the integration of environmental, social and governance (ESG) considerations onto our investment strategy.

Retirement Plan Services

Retirement Plan Services administers the denomination's retirement plans, in partnership with UMC annual conferences and other plan sponsors, to help assure clergy, surviving spouses and lay workers receive financial benefits at retirement.

Health, Well-Being and Welfare

Wespath seeks to improve multiple dimensions of health and well-being--physical, emotional, spiritual, social and financial--for clergy and lay workers of the UMC and their families. We provide health and welfare plans to UMC annual conferences and other plan sponsors.

Central Conference Pensions

Central Conference Pensions (CCP) provides retirement  support for clergy and surviving spouses in the Church conferences outside the United States. The initiative is developing sustainable pension plans where none previously existed. CCP provides funding for immediate pension support, education and training to help each region develop its own self-funded pension program.

Our mission of caring for those who serve extends to our employees. Rich in history and culture, Wespath Benefits and Investments (Wespath) promotes a collaborative work environment where employees are encouraged to take ownership of projects, use innovative thinking, and commit to continuous learning and improvement. In addition to competitive base pay, incentive programs and a generous benefits package, we offer an array of programs and services to promote a healthy work/life balance.

Training and Development

Wespath is committed to employee training and development. Newly-hired employees complete a series of organizational courses during their first six weeks of employment. Specific departmental and job skills trainings are offered throughout the year to employees through e-learning, instructor-led courses, self-study and one-on-one coaching.

To complement internal training efforts, Wespath offers tuition reimbursement for courses related to an employee's duties. We also partner with external training sources to provide ongoing employee professional and technical skills development.

Work/Life Balance

- Flexible work schedule (by position and departmental needs)
- Personal time off (PTO)
- Paid holidays
- Disability Insurance
- Employee Assistance Program (EAP)
- Virgin Pulse Walking Program
- On-site weight management program
- On-site wellness activities and events

Other Employee Benefits

- Scholarship grant program for dependents
- Special events for employees and families
- Employee awards and recognition
- Free financial planning services

Community Involvement

Wespath Benefits and Investments (Wespath) believes in being a good corporate citizen, supporting the communities where we live and work. Donations by our employees have helped with these efforts.

1. JP Morgan Chase Corporate Challenge 5K which supports charities and communities through fitness, team building and fun activities.
2. ChildServ, a social services agency reaching children and families in Cook, Lake and DuPage counties.
3. Connections Homeless Shelter which provides housing, employment and supportive services in Evanston, Illinois.
4. Heartland Blood Centers, a resource for medical facilities  serving local communities and part of the nationwide blood-sharing program.
5. Greater Chicago Food Depository in the fight against hunger.

Sustainable Investment

Wespath has been at the forefront of sustainable investing, with investments made according to values that create a healthy financial bottom line while delivering positive social and environmental returns. We screen our investments, and exclude companies that derive significant revenue from alcoholic beverages, tobacco-related products, pornography, gambling, weapons, or the management or operation of prison facilities.

Positive Social Purpose (PSP) Lending Program

Wespath has allocated nearly $1.8 billion to affordable housing and community development investments through its PSP Lending Program. We are the largest denominational investor in affordable housing programs for low- and moderate-income families in the nation.

Environmentally Focused

Our Glenview campus facility was awarded a Leadership in Energy and Environment Design (LEED) Gold certification by the U.S. Green Building Council for efficiencies in the building's design, construction, operation and maintenance. Wespath makes every effort to lessen its environmental impact, reinforcing the organization's core value of stewardship.

Wespath Benefits and Investments is a robust and diverse organization, offering career opportunities in many different fields:

- Actuarial
- Administration
- Communications
- Compliance
- Customer Service
- Finance
- Human Resources
- Health, Welfare and Retirement Plan Management
- Information Technology
- Investment Management
- Legal
- Project Management
- Quality Assurance
- Risk Management
- Sustainable Investment Strategies
- Compensation and Benefits

The success of our business is linked directly to the talent and commitment of our employees.

We recognize our employees for a job well done by providing competitive compensation and by rewarding superior performance. In addition to base pay, employees working 30-plus hours a week are eligible for:

- Incentive compensation
- Medical benefits and prescription drug coverage
- Dental and vision benefits
- Life/accidental death and dismemberment insurance
- Retirement savings program with matching contribution