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EY Financial Services

Asset Allocation. Diversification. Roth Contributions. Required Minimum Distributions. Defined Benefit. Defined Contribution. The list goes on and on. Preparing for retirement can be confusing! Wouldn't it be nice to have a professional advisor, someone who knows your personal situation, by your side? Well now you do.

Clergy and Lay employees who have an active retirement account balance with Wespath Benefits and Investments have access to confidential, objective, financial counseling at no charge from EY Financial Planning Services, formerly known as Ernst & Young.  

EY financial planners have special training in topics important to participants, including General Board-administered plans and programs, and the clergy housing allowance.  When you speak with EY, you receive professional, objective advice without sales pressure. To speak with a financial planner, call EY directly at 1-800-360-2539, Monday through Friday from 8 a.m. to 7 p.m. or for more information click here.


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EY Financial Planning Services