Login and Manage Your Benefits

Manage Retirement Benefits

• View your account balance and transaction history
• Download statements and tax forms
• Select your LifeStage Investment Management options, including modeling your risk tolerance
• Adjust your fund allocations and rebalance your portfolio if you are not using LifeStage Investment Management
• Access to EY Financial website
• View your retirement contribution details

Access Health and Well-Being Benefits

• View your health benefits details including your current plans and deductibles
• View your health and reimbursement accounts
• Access provider websites
• Manage your plan options or make changes for qualifying life events
• View and access well-being programs and tools
• View life and disability insurance options

Access Retirement Funds

• Set up and manage your retirement withdrawals and distributions
• Manage annuity direct deposits
• View and change annuity tax elections
• Apply for a loan
• View retirement projections
• Verify pension income

Manage Your Account Settings

• View and update your personal information
• Manage your beneficiaries
• Change your account access options
• Update your contact information

Certain Options May Require Additional Steps

The following options require you to work with a Customer Service representative:

• Changes to your name, date of birth or Social Security number
• Changes to participant contribution amounts or percentages
• Notifying Wespath about a death
• Hardship withdrawal applications
• Horizon 401(k) loans applications
• Benefit payments issued by wire
• Loan payoff or loan deposit bank account
• Rollovers to other financial institutions
• Custom tax withholdings

Benefits Access How To’s

View the Step-by-Step Registration Guide for new Users:

• View the English Version
• View the Spanish Version