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Financial Planning Resources

The Wespath Benefits and Investments (Wespath) website (www.wespath.org) features many resources and recorded educational programs designed to explain your retirement plan(s) investments, important financial concepts, the retirement process, and more. Click here for a robust selection of resources that provide helpful information for participants can learn at their own pace.

Participants can also access helpful materials on the Benefits Access website at www.benefitsaccess.org by clicking “Learn” at the top banner.

Wespath Retirement Webinar

Wespath Benefits Education offers pre-retirement, , retirement, and UMPIP, webinars throughout the year that you can watch from the comfort of your own home. Previous webinars are posted here. Check the Wespath Events and Webinars webpage for upcoming webinars.

EY Financial Planning Services

Wespath offers EY Financial Planning Services at no charge to:

• active participants with an account balance, surviving spouses with an account balance, and
• terminated and retired participants with an account balance of at least $10,000.
• Costs for these services are included in Wespath’s operating expenses that are paid for by the funds.

In addition to resources at wespath.eynavigate.com. EY financial planners provide confidential, objective guidance on:

• making investment decisions, saving for retirement, managing debt, understanding tax issues,
• evaluating insurance needs and options, buying a home
• and more!

Click here for a copy of the EY Financial Planning Services brochure.

To speak directly with an EY financial planner, call 1-800-360-2539, business days from 8 a.m. to 7 p.m., Central Time, or visit EY Navigate to access calculators, webinars, educational content and more. You will need your Participant Number to register for the EY Navigate website. You can find your participant number in Benefits Access by clicking on “Profile” and “Account Management Summary” or you can call Wespath Customer Service for assistance.