Finance/Treasurer

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Enrolling Employees- Learn how to enroll employees in the Wesleyan Pension Fund. This section outlines eligibility for both clergy and laity staff, provides steps for completing enrollment forms, and explains how to begin contributions to ensure timely plan participation.

Finance Administrators can use this page as a central resource for managing Wesleyan Pension Fund responsibilities. It includes guidance on employee enrollment, contribution setup, fund classification (ER and EE), and important administrative procedures such as exit interviews, job terminations, and year-end deadlines. This information is intended to help ensure accuracy, compliance, and smooth plan participation for all employees.

Special Security Law Notice outlines the Wesleyan Pension Fund’s status as a church plan under federal law. It explains that, while the Plan is generally exempt from registration and regulation under various securities laws, it must still comply with Internal Revenue Code requirements. This notice is provided to ensure participants are informed of the legal protections and limitations associated with Plan assets.

Visit the Forms and Tools section to find all WPF forms and supporting documents. This centralized hub makes it easy to locate, download, and submit the materials needed for plan administration.

Employer Contributions: Managing retirement plan contributions doesn't have to be complicated. Our Contributions page provides you with the resources and the guidance needed to submit contributions confidently and keep employee retirement accounts on track.