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 FREE financial planning assistance from Ernst & Young, a global financial services firm. Take advantage of this free service by calling Ernst & Young directly at 1-800-360-2539 between 9:00 a.m. and 8:00 p.m., Eastern time, Monday through Friday.

LifeStage Investment Management Service: LifeStage is a free service provided by the General Board. It 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: Life 101 offers 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?

• Retirement Account Login (OASIS)
• Health plan information (HealthFlex/WebMD)
• Pension projection calculator
  • Pension projection calculator instructions
  • Pension projection pop-up troubleshooting
• Annuity rates
• Investment fund performance
• Newsletters, brochures, annual reports or videos 
• Financial tools/calculators
• Access to Park, the Extranet, or the Board of Directors Web sites (all password protected)  

I want to...

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