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:
The E & Y Financial Planning Center Web site is free to all General Board plan participants. It includes articles on various financial topics and easy-to-use calculators on a wide array of personal finance topics. Additionally, General Board participants may get objective financial planning advice from Ernst & Young's professional financial consultants for an annual fee of $149.

• Free E & Y Web site
• Financial Planning Info

Life Stage: LifeStage allocates your retirement account contributions and the contributions made on your behalf among five General Board investment funds. After determining your investment fund allocation, LifeStage manages your account.

Life 101: We provide an array of relevant and useful articles and information to support the financial well-being and healthy lifestyles of clergy, retirees and their spouses.

What do you need?

• Access to your retirement account (OASIS)
• Health plan information (HealthFlex/WebMD)
• Pension projection calculator
  • Pension projection calculator instructions
  • Pension projection pop-up troubleshooting
• Annuity rates
• Investment fund performance
• Materials such as newsletters, brochures, videos or educational presentations 
• Financial tools/calculators
• Access to Park, the Extranet, or the Board of Directors Web sites (all password protected)
• Financial reports, retirement brochures, and other materials 

I want to...

• Learn more about my investment options
• Understand clergy taxes and the housing allowance
• Prepare for/manage my retirement
• Check out the FAQs