Ernst & Young Financial Planning Services (EYFPS)

“I have been working with Danny [an EY financial planner] since 2015. He has been very helpful in guiding me to a sustainable financial retirement. He is very knowledgeable and has a great personality. I will miss talking with him and I highly recommend him to anyone looking to establish their financial well-being.”

“My only regret about the EY website and Jeff is that I didn't discover them sooner. As a finance-phobic person, Jeff and EY did me a huge favor by not only laying out my (long-overdue) financial " big picture" in sobering clarity, but by doing it in a way that didn't make me feel like financial imbecile. I feel very fortunate that EY provides such a resource, and I definitely plan to use it repeatedly in the future.”

The Pension Boards-United Church of Christ, Inc. (PBUCC) 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 the following financial services:

  • 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

EY financial planners do not sell investment or insurance products. They provide professional advice without sales pressure. To speak with a planner, at no cost to you, 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

Not sure where to start? (Click here to download a Welcome brochure)

*Only actively-contributing members of the Annuity Plan for the United Church of Christ, as defined in Section 1.40(A) of the Annuity Plan document, are eligible for financial planning services. For questions about eligibility for this program, please contact PBUCC Member Services at 1.800.642.6543.