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Whether you’re just starting out or are 30 years into your career or ministry, the financial decisions you make today can influence how you live in the future. One of the smartest moves you can make at any stage of life is to get expert financial guidance.

Connect with EY

Call 1-800-360-2539, business days from 8:00 a.m. to 7:00 p.m., Central time, to speak directly with an EY financial planner. Or visit EY Navigate to access calculators, webinars, educational content and more.

Financial Guidance

Wespath partners with EY Financial Planning Services, a leading global financial services firm, to offer confidential, objective financial counseling at no additional cost1 to eligible participants. Financial planning services are available to all active participants and surviving spouses with an account balance in Wespath-administered plans, as well as to terminated and retired participants with an account balance of at least $10,000.

Experts You Can Trust

EY financial planners do not sell investment or insurance products. This means you receive unbiased guidance without any of the sales pressure you might have with other financial planners. EY financial planners can help evaluate your financial situation and address your questions about retirement planning and investment management. They have special training in Wespath-administered plans and other topics important to participants, such as the clergy housing allowance.

Financial Planning for Your Life

  • Budgeting
  • Managing credit cards and other debt
  • Setting goals for retirement savings
  • Managing investment decisions
  • Comparing before-tax, Roth and/or after-tax retirement plan contributions
  • Making retirement distribution decisions
  • Evaluating insurance needs and options
  • Buying a home or car
  • Financing a college education
  • Estate planning
  • Tax planning

Start Planning Your Future

If you’re an eligible participant, there are no forms to fill out, no enrollment steps to complete and no fees to pay—no matter how much help you need.1 Call EY directly at 1-800-360-2539 to speak with a financial planner. 

1 Costs for these services are included in Wespath’s operating expenses that are paid for by the funds.

How to Find Your Participant Number

You can find your participant number in Benefits Access—from the Retirement details page go to Profile > Personal Information Summary.