EY Financial Planning Services
Professional guidance for your financial life
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.
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.
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.
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.
You can find your participant number in Benefits Access—go to My Benefits > Personal Profile > Personal Information.
We have updated our website with a new look and made it simple to navigate on any device.
We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For institutional investors, we have a new look for you too. Check out the updated Wespath Institutional Investments website.