E&Y Financial Plannning Services

“I would have made different, less informed decisions about my retirement, had I not spoken to an EY financial planner.”

“There are a lot of parts to financial planning.  The EY representative helped me focus on the parts that count!”

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 pbucc.eyfpc.com.

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.

Copyright© 2018   The Pension Boards-United Church of Christ, Inc.
475 Riverside Drive, Room 1020, New York, NY 10115  •  Phone: 800.642.6543  •  Fax: 212.729.2701 •  E-mail: info@pbucc.org