The Board of Pensions of the Presbyterian Church (U.S.A.) offers the Ernst and Young LLP (EY) financial planning to participants in the
Healthy Pastors, Healthy Congregations program
at no cost. No matter your age or level of financial understanding, EY can help you get on the road to financial wellness. With guidance from financial planners and online resources, you’ll be able to see your finances more clearly, develop good money habits, and tackle your goals one step at a time.
If you are a pastor participating in the Healthy Pastors, Healthy Congregations program, an EY financial professional will
contact you directly for counseling sessions after you complete the online learning modules and training session with congregational leadership. The counseling consists of a series of
phone calls and requires an assessment by your EY counselor. This is a requirement of the program and results in a personalized financial plan.
Take advantage of:
Reports for particular goals. Your financial planner will create customized reports on a wide variety of personal financial topics and walk you through the findings.
Unlimited phone time. Call EY’s dedicated and objective financial planners as often as you’d like, and spend as much time on the phone as needed. They are also accessible via messaging.
Secure, 24-hour online access. From videos and articles, to newsletters, calculators, and webinars, you can achieve your financial goals with unlimited resources available through the EY Financial Planning Center website.
How a financial planner will help
Whether you have specific financial goals or don’t know where to begin, EY can help you build a plan tailored to your situation and unique needs. A planner can also help you:
Develop an action plan for your future. Save for college, build savings toward your Retirement Savings Plan, or establish an emergency fund.
Address debt. Whether it’s credit card debt, student loans, or both, EY can help you create a budget and determine the best payment strategy to eliminate your debt.
Understand tax issues. EY representatives have been specially trained in topics such as clergy housing allowance.
As a Healthy Pastors, Healthy Congregations participant, you have unlimited access to this financial planning benefit provided by EY at no cost to you. EY financial planners do not sell any financial products, which means you can count on unbiased, objective guidance that is confidential.
Shortly after you become eligible to start this portion of the program, an EY financial planner will reach out to you via phone to get started.
If you are a current program participant and have questions about the e-learning modules, call the program administrator at 215-587-7219 or email them
. If you have questions about eligibility for or accessing Benefits Connect, call the Board of Pensions at 800-773-7752 (800-PRESPLAN) Monday through Friday, 8:30 a.m. to 5 p.m. ET.