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Dimensions Newsletter October 2025 (UMCLH)

Page 12

DIMENSIONS

Your Planner, Your Way: Online or By Phone Getting personalized financial guidance is easier than ever with EY Navigate. While you always have the option to call EY directly, your EY Navigate account gives you another convenient way to connect with a planner, right at your fingertips with direct messaging.

Whether you message online or call by phone, help from EY is closer than you think.

EY Financial Planning Is Available at No Cost to Wespath Participants

Simply log in at wespath.eynavigate.com, click “Work with a planner,” and send a message to your financial planner. It’s a simple, secure way to get the guidance you need, when you need it.

EY is available to 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. Costs are included in Wespath’s operating expenses that are paid for by the funds.

EY financial planners can help you with: Creating a personalized savings strategy Understanding your investment and retirement options Managing debt or student loans Planning for major life events or transitions Budgeting and improving financial wellness Prefer to talk to someone on the phone? Call +1 800-360-2539 Monday through Friday, 8:00 a.m.–7:00 p.m. CT, to speak with a EY financial planner.

VOL. 10 | ISSUE 4

Visit EY Navigate

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OCTOBER 2025


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