LOG IN Forms Contact Us Institutional Investor? Visit Wespath.com Retirement & Investments Health & Well-Being Plan Sponsor Services About Wespath 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. 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. Visit EY Navigate 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. Learn More 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. Resources EY Financial Planning Services brochure EY Navigate (EY Financial Planning Center login) EY Form ADV II (disclosure statement) Caring for those who serve since 1908 Resources Events Contact Us Visit our website for Institutional Investors: Wespath.com Address 1901 Chestnut Ave., Glenview, IL 60025 Phone 800-851-2201 Contact Us Terms & Conditions Privacy Sitemap Careers FAQ © 2021 Wespath Benefits and Investments, a general agency of The United Methodist Church. All Rights Reserved. The General Board of Pension and Health Benefits of The United Methodist Church, Incorporated in Illinois, a general agency of The United Methodist Church ("Wespath") is a not-for-profit corporation and is exempt from U.S. federal income taxes under Section 501(c)(3) of the United States Internal Revenue Code. Through its subsidiaries and affiliates Wespath provides administrative and investment services to benefit plans for plan sponsors controlled by or affiliated with The United Methodist Church (the "Church") and also provides certain administrative and investment services to institutional investors organized and operated exclusively for religious, benevolent, or charitable purposes which are related to the Church.