Ernst & Young Financial Planning Services
Free in 2008!
This year, eligible participants in General Board-administered retirement plans can receive FREE financial planning assistance by calling Ernst & Young, a global financial services firm. In the past, this service cost $99 from January 1 through March 31 and $149 after March 31.
Eligible participants can 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.
Another change to this program is that participants now are allowed unlimited phone time. In the past, this service was sold in three-hour blocks. However, this year, participants can call Ernst & Young as often as they like and spend as much time on the phone as necessary.
Ernst & Young Financial Planning Services is available to:
- active participants,
- surviving spouses, and
- terminated and retired participants with an account balance of at least $10,000.
While this service is available all year, it might not be next year, so be sure to take advantage of this valuable benefit!
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