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.”
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.