Oklahoma Conference of the United Methodist Church

Clergy Benefits Retreats


Fall Benefit Retreats at Canyon Camp and Egan Camp have been cancelled for 2017. There will be Spring Retreats scheduled in early 2018, with dates TBD. More details will be available soon.






Plan’s & Services offered by Wespath Benefits & Investments

Topics covered in this course include:

  • Clergy Retirement Security Program (DB & DC)

  • Ministerial Pension Plan & Pre-1982 Pension Plan

  • United Methodist Personal Investment Plan

  • Comprehensive Protection Plan

  • Housing Allowance Exclusion

  • LifeStage Investment Management Service

  • LifeStage Retirement Income Service

  • Ernst & Young Financial Planning Services


Plan’s & Services offered by the Conference

Topics covered in this course include:

  • Review of Medical Plans offered

  • PPO vs High Deductible Health Plans

  • Advantages of Employer Sponsored Coverage

  • Flexible Spending Accounts (FSA)

  • Health Savings Accounts (HSA)

  • Prescription Drug Program

  • Generics programs & prescription pricing

  • Retiree Health Insurance Coverage with OneExchange


Additional Topic Include

  • Social Security Benefits
  • Wellness Plan Review
  • Clergy Taxes
  • Expected Medical Costs in Retirement


One on One Retirement Benefits Projections will be available to all participants.

See exactly where you will stand when you decide to retire.

Projections will be available based on age 62, 65, and/or 72 depending on your current age.



Oklahoma Conference of
The United Methodist Church

Attn: Kate Scraper
1501 NW 24th Street
Oklahoma City, OK 73106-3635
Phone: (405)530-2063
Fax: (405)524-0750
E-mail: kscraper@okumc.org


It's never too early.

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Or call 405-530-2063 for more information!

Making Disciples of Jesus Christ for the Transformation of the World

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1501 N.W. 24th St.
Oklahoma City, OK 73106-3635
Phone: 405-530-2000

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