At no cost to you, the Pension Boards-United Church of Christ, Inc. (PBUCC) offers unlimited access to financial planning services through Ernst & Young Financial Planning Services (EYFPS) to all retired members of the Annuity Plan with annuitized accounts, as well as to actively-contributing members. These services include EY Navigate™ and the EY Navigate™ Financial Planner Line. Read below for more information.
EY Navigate™ (formerly EY Financial Planning Center®) is a financial wellness service that helps you navigate your financial journey with information and tools for every stage of your life and career. You can evaluate your financial position, reach your retirement planning goals, or learn how to manage other financial concerns such as managing debt, budgeting, or understanding complex tax issues.
Visit the EY Navigate™ website at pbucc.eynavigate.com; click Get Started; and enter your 7-digit Member ID (without the hyphen); and follow the prompts. To learn more, please watch this introduction to EY Navigate.
Through the EY Navigate™ Financial Planner Line, members can speak directly and confidentially with an EY financial planner, also at no cost to you. Financial planners are trained in topics of importance to Pension Boards 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:
EY financial planners do not sell investment or insurance products. They provide professional advice without 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).
Not sure where to start? Click here to learn more.
The EY TaxChat™ app is an on-demand, mobile tax preparation service that connects Pension Boards members with Ernst & Young (EY) tax professionals in an easy-to-use online environment, making the filing of tax returns simple, fast, and reliable.
PBUCC members get a 10% discount using referral code: PBUCC20. To receive a free, no-obligation price quote, click here.