Ernst & Young Financial Planning Services

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The Pension Boards now offers financial planning services through Ernst & Young Financial Planning Services (EYFPS) at no cost to actively-contributing members of the Annuity Plan for the United Church of Christ.* EYFPS can help evaluate your financial position, retirement planning goals, and other financial concerns.

Eligible members* may speak with an EY financial planner at no cost. Financial planners are trained in topics of importance to members, including PBUCC-administered Plans and programs. The financial planners deliver independent, objective, and confidential financial education and counseling, and can assist you with:

  • Planning for retirement
  • Determining how much to save
  • Making investment decisions
  • Understanding tax issues
  • Budgeting
  • Insurance needs and options
  • Buying a home or car
  • Managing credit card and other debt
  • Financing college education
  • and more

To speak with a planner, call the Ernst & Young Financial Planner Line (EYFPL) at 1.877.927.1047, Monday through Friday from 9:00 a.m. to 8:00 p.m. (ET).

The Ernst & Young Financial Planning Center (EYFPC) is an interactive website that provides eligible members with information and tools for financial planning at every stage of their lives and careers. Visit EYFPC at pbucc.eyfpc.com.

Additional information is available on the Financial Planning section of the Pension Boards’ website: http://bit.ly/1GD6OZo.

*Only actively-contributing members of the Annuity Plan for the United Church of Christ are eligible for financial planning services. For questions about eligibility for this program, please contact PBUCC Member Services at 1.800.642.6543, Option 6.