EY Financial Services

Clergy and Lay employees who have an active retirement account balance with the 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. 

Common Examples of assistance from EY include:


Managing credit card and other debt

Determining how much to save

Making investment decisions

Creating an effective retirement plan

Understanding tax issues

Evaluating insurance needs and options

Buying a home or car

Financing a college education

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 visit https://gbophb.eyfpc.com/

(company code: gbophb; company program: gbophb)

Quick Links

Contact Us

Oklahoma Conference of The United Methodist Church Benefits

Office:1501 N.W. 24th, Oklahoma City, OK 73106-3635

Stephen Mitchell, Director of Benefits & Personnel
(405) 530-2063; smitchell@okumc.org
Debbie Ware, Health & Wellness Benefits
(405) 530-2069; dware@okumc.org

Wespath Benefits and Investments
1901 Chestnut Ave, Glenview, IL 60025-1604
1-800-851-2201; prcwebteam@gbophb.org