EY Financial Planning Services® Now Available to Retirees

The Pension Boards is pleased to announce that, as of January 1, 2020, access to EY Financial Planning Services® (EYFPS) is now available to retired members of the Annuity Plan with annuitized accounts, as well as to actively-contributing members.  

EY Financial Planning Services® were first introduced by the Pension Boards in 2015 as an incentive benefit to help actively-contributing members maximize their benefits and achieve financial wellness. EYFPS provides members with assistance in matters such as budgeting, estate planning, tax preparation, and debt management. Members may also speak directly with a dedicated financial planner at no cost to them.

“We are pleased to offer members greater access to these services,” said John E. Linzey, Chief Financial and Operations Officer. “In the real world, a financial planner can cost anywhere between $150 to $300 an hour. Annuity Plan members can make informed financial decisions through EY’s new secure online financial wellness platform [EY Navigate™], on EY’s mobile app, or by phone with a dedicated financial planner of their choosing. We hope our members will take advantage of EY services to reach their financial goals.”

 

How Do I Get Started?

  • Register for EY Navigate™ a financial wellness website* that helps you navigate your financial journey with information and tools for every stage of your life and career. Visit pbucc.eynavigate.com; click Get Started; enter your 7-digit Member ID (without the hyphen); and follow the prompts. Watch this video to learn more http://bit.ly/PB_EYNAVIGATE or read EY Navigate™ FAQs.

 

Call an EY Planner

  • Through the EY Navigate™ Financial Planner Line, members can also speak directly and confidentially with an EY financial planner trained in topics of importance to Pension Boards members, including PBUCC-administered plans and programs. EY financial planners do not sell investment or insurance products. They provide professional advice without the sales pressure.

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

Learn more about EY Navigate™  or call the Pension Boards Member Services at 1.800.642.6543.

*EY Navigate™ includes strict data privacy and security standards practiced by Ernst & Young LLP.