Wesleyan Pension Fund partners with Morgan Stanley to manage our investment portfolios and they also provide financial planning to our members for FREE!  Morgan Stanley and the team assigned to do our financial planning has extensive experience in conducting financial planning and retirement consulting services. This assistance is offered for all Wesleyan Pension Fund participants as an additional part of your benefits.

If you would like to schedule a consultation with an Advisor, please contact using the form below or call us 317-774-3954 to ask to be referred to our financial planning team. They will send you an email with a questionnaire about your financial picture.  Once you return the questionnaire to them they will set up a ZOOM call consultation with you and your spouse if desired.