We’re Looking Out for Your Financial Health

Member Education Overview

Did you know that all PBUCC Members, both accumulating and already annuitized, have complimentary access to free financial help? From workshops, to online tools to licensed Fidelity Retirement Planners, you have resources at your fingertips that can help you put a plan in place—for whatever financial goals you may have.

Watch this quick three-minute video to see all the help you can take advantage of and take your next steps toward financial wellness today!

  • Fidelity Retirement Planners
    You have a team of licensed Fidelity Retirement Planners that are available to speak with you when it’s most convenient for you. They know all about your PBUCC Lifetime Retirement Income Plan and can be reached easily by phone. Click here to learn more.

  • Fidelity NetBenefits® and App
    Fidelity NetBenefits® has financial tools beyond just saving for retirement. From creating an emergency savings fund and managing your spending to improving your investing know-how and growing your savings, NetBenefits® has the resources you need to help you achieve financial wellness and feel confident about where you stand. Log in to NetBenefits® via your PBUCC Member Login, and click “Access Fidelity NetBenefits® to get started.

    You can also download the NetBenfeits® smartphone app (Apple and Android) for on-the-go access to financial resources and your PBUCC Lifetime Retirement Income Plan account.

  • Complementary Financial Wellness Webinars
    The Pension Boards and Fidelity offer financial planning webinars throughout the year on a wide range of topics. Below are just a few of the topics covered: Click here to learn more!
    • Budget and debt management
    • Saving for multiple goals
    • Investing and choosing your investment approach
    • Building a retirement income plan
    • Estate planning education

Helpful Sites

Social Security Benefit Planner – provides your most recent Social Security earnings record. Social Security calculators use different parameters and assumptions (e.g., different stop work-ages, future earnings projections, etc.) to help you plan for retirement.

Department of Labor - For additional retirement and financial resources.

Annual Credit Report - Obtain a free copy of your credit report from each of the three major credit reporting agencies every 12 months.