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Visit Wespath.com Retirement & Investments Health & Well-Being Plan Sponsor Services About Wespath GENERAL CONFERENCE (AUG. 29 - SEPT. 6, 2022) Wespath Legislation and Resources Wespath’s top-most priorities are: Caring for those who serve around the globe—now and in future generations Assuring long-term sustainability of benefits for those who serve Serving the UMC and any new expressions of Methodism that may emerge Helping United Methodist-related institutional clients meet their investment and mission objectives, while honoring the values of the UMC Sustainable investing that integrates environmental, social and governance (ESG) factors and Church values into our investment strategies For General Conference, Wespath’s legislative focus includes: Benefit plans designed for the future (U.S. plans) Book of Discipline updates More efficient governance for Wespath More efficient governance of U.S. clergy plans and policies Flexibility to adapt to potential restructuring across the denomination Legislation Highlights Legislative Overview New Retirement Plan (Proposed) Plan Design Video U.S. Regional Conference Proposal Planning for Potential Scenarios FAQs about Key Legislation Board of Directors Church Investment Ethics Comprehensive Protection Plan (CPP) Investment Management Services Potential UMC Restructure FAQs on Disaffiliations (GC 2019 and GC 2020/22 petitions) Ministerial Pension Plan (MPP) Proposal Retirement Plan for General Agencies (RPGA) About Wespath and Our Work Wespath Benefits and Investments Overview Wespath Overview Video Shareholder Engagement - Success Stories Information for Central Conferences Delegates Wespath Legislation Législation de Wespath Sheria ya Wespath Legislação da Wespath Disaffiliation Information Disaffiliation Information Web Page Scenarios for Potential Restructure Benefits for Disaffiliating Churches Questions? 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Wespath Petitions and Rationales Quick Links Plan Changes Wespath Governance Wespath Services Church Investment Ethics Contingency Planning Other Discipline Updates Plan Changes Discipline ¶1504.1—Compass Retirement Plan Petition Rationale Discipline ¶1504.1—Clergy Retirement Security Program Amendments Petition Rationale Discipline ¶1504.1—Mandatory Plans and New Clergy Defined Contribution Retirement Plan Petition Rationale Discipline ¶1504.1—Comprehensive Protection Plan Amendments Petition Rationale Back to Wespath Petitions and Rationales Quick Links Wespath Governance Discipline ¶1501—GBPHB-Wespath Name Petition Rationale Discipline ¶1502.1—GBPHB Membership (Wespath Board of Directors) Petition Rationale Discipline ¶1502.3—Wespath Meetings Petition Rationale Discipline ¶1502.4—Wespath Committees Petition Rationale Back to Wespath Petitions and Rationales Quick Links Wespath Services Discipline ¶1504.2—Wespath Voluntary Benefit Plans Petition Rationale Discipline ¶1504.16—Wespath Institutional Investors Petition Rationale Discipline ¶1504.20—Central Conference Pensions Petition Rationale Back to Wespath Petitions and Rationales Quick Links Church Investment Ethics Discipline ¶717—Sustainable and Socially Responsible Investments Petition Rationale New Discipline ¶718—Investment Management Services Petition Rationale Back to Wespath Petitions and Rationales Quick Links Planning for Potential Contingencies New Discipline ¶2555—Pensions Matters for Disaffiliation by U.S. Annual Conferences or Groups of Local Churches Petition Rationale Discipline ¶1504.1—Contingency Changes to Retirement Plan for General Agencies (RPGA) Petition Rationale Back to Wespath Petitions and Rationales Quick Links Other Discipline Updates (Clarifications and Technical Changes) New ¶640—Joint Distributing Committee Cross-Reference Petition Rationale ¶715.4.d—General Agency Benefit Funding Plan Report Petition Rationale ¶807.8—General Agency Property Reporting Exemptions Petition Rationale ¶807.12.c—General Agency Pay Equity Reporting Petition Rationale ¶1504.8—Cost Allocation of Mandatory Plans Petition Rationale ¶1504.21—Health and Wellness Information Petition Rationale ¶1505—General Agency Pension Credit Petition Rationale Other Discipline Updates (Move Discipline paragraphs about Conference Boards of Pensions to a more intuitive location in the Discipline: the ¶600s, Annual Conferences section, from the ¶1500s, Wespath section) ¶1506—Move Pension Duties and Responsibilities of Annual Conferences Discipline ¶1506 and ¶639 Petition Rationale ¶1507 and ¶639—Financing Pension and Benefit Programs Petition Rationale ¶1508 and ¶639—Conference Pension Conflict of Interest Policies Petition Rationale Back to Wespath Petitions and Rationales Quick Links Legislative Collaborations Co-submitted with NAACT and AUMCPBO ¶615, 622, 639 and 818—Proportional Payment Petition Rationale Connectional Table Proposal for a U.S. Regional Conference Petition: Creation of a U.S. Regional Conference Legislative Overview FAQs U.S. Regional Conference—Press Release Back to Wespath Petitions and Rationales Quick Links Caring for those who serve since 1908 Resources Events Contact Us Visit our website for Institutional Investors: Wespath.com Address 1901 Chestnut Ave., Glenview, IL 60025 Phone 800-851-2201 Contact Us Terms & Conditions Privacy Sitemap Careers FAQ © 2021 Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. 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. Through its subsidiaries and affiliates Wespath provides administrative and investment services to benefit plans for plan sponsors controlled by or affiliated with The United Methodist Church (the "Church") and also provides certain administrative and investment services to institutional investors organized and operated exclusively for religious, benevolent, or charitable purposes which are related to the Church.