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Pension Benefits & Financial Planning

Pension and financial planning are key to supporting clergy and lay employees throughout their ministry and into retirement. This page offers clear guidance and tools to help you understand your pension benefits and make confident financial decisions for the future.

Compass is an account-based defined contribution retirement plan for eligible clergy of The United Methodist Church (UMC) designed to help clergy optimize their retirement income with the ability to leave their account balance to their beneficiaries. Through shared responsibility, clergy accumulate an account balance during their active ministry and have flexibility to receive their income during retirement.


Compass Overview


Compass Participant FAQs


Compass Contribution Election Form- Start date is 1/1/2026


Compass at a Glance


Compass Waiver form

Watch a video overview of Compass with Wespath's Peter Hang (Recorded from 2025 Annual Conference).





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