United Methodist Personal Investment Plan (UMPIP)

At a Glance

Summary Plan

Roth  

 


 

Clergy Retirement Security Program (CRSP)

At a Glance Summary Plan
Plan Overview  

 


 

Comprehensive Protection Plan (CPP)

At a Glance Summary Plan

 


 

Form

 


 

EY Financial Planning

Whether you’re new to the Church, or 30 years into your career or ministry, finances play a significant role in how you live — today and in retirement. You may have managed your own finances, but it’s a good idea to make sure you are on the right track by speaking with a financial professional. Wespath Benefits and Investments (Wespath) offers confidential, objective financial counseling at no charge* to eligible participants** from EY, formerly known as Ernst & Young.

 EY financial planners have special training in topics important to participants, including Wespath-administered plans and programs, and the clergy housing allowance. 

* Costs for these services are included in Wespath’s administrative expenses that are paid for by the funds.

** Financial planning services are available to active participants and surviving spouses with an account balance in Wespath-administered plans, and to terminated and retired participants with an account balance of at least $10,000.

Brochure Website
To speak to a financial planner, call 1-800-360-2539 (Monday through Friday from 8 a.m. to 7 p.m.)

 


 

Payment

  1. Scan the completed pension invoice with specified amounts entered on appropriate lines
  2. E-mail the completed invoice to 
  3. You may remit payments online or mail a check along with a copy of the completed health insurance invoice to:

North Texas Conference
P.O. Box 866128
Plano, TX 75086

Pay online