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Important Account Information: Your quarterly statement is now available.

Wespath Benefits and Investments

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Your account statement is available in Benefits Access

For the period October 1 through December 31, 2023

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News You Can Use

2023 Tax Forms
Wespath will mail certain 2023 Internal Revenue Service (IRS) tax reporting forms to participants no later than January 31, 2024. Learn more about Tax Forms.

2024 Contribution Limits
Good news for your retirement savings! Contribution limits have increased over 2023 amounts, which means you can save even more for your retirement. Learn more.

2023 Investment Recap and Outlook 
In this video, Managing Director of Investment Management Frank Holsteen recaps the major investment news from the fourth quarter, reviews important developments from 2023 and shares key themes investors will be watching in 2024.


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Our address is 1901 Chestnut Ave., Glenview, IL 60025, USA