Resources

The General Board offers a range of online assistance, services, materials and other information to help you with your investment, retirement and health benefit needs.

Highlights

Ernst & Young Financial Planning Services: 
In 2008, eligible participants in General Board-administered retirement plans can receive financial planning assistance at no charge from Ernst & Young!

LifeStage Investment Management Service: LifeStage develops and manages an investment portfolio for your self-directed General Board retirement plan balances that is tailored to your specific needs and circumstances.

Life 101—Tools for Living: Life 101 is a repository of relevant and useful articles about retirement, financial planning, family events and more, to support the financial well-being and healthy lifestyles of clergy, laypersons, retirees and their spouses.

What do you need?

• Retirement account login (OASIS)
• Health plan login and information (HealthFlex/WebMD)
• Pension projection calculator
• Annuity rates
• Investment fund performance
• Newsletters, brochures, annual reports or videos 
• Financial calculators
• Links to related Web sites including Benefits Access, the Extranet or United Methodist general agencies.

I want to...

• Contact the General Board
  • By e-mail
  • By phone or fax
  • By mail
• Understand my account statement
• Order materials
• Learn more about my investment options
• Take the Health Quotient (HQ)
• Understand clergy taxes and the housing allowance
• Prepare for my retirement
• Register for an upcoming event
• Check out the FAQs