Vol. V, Issue 7
December 20, 2007
Ernst & Young Financial Planning Services Free in 2008
This year, Ernst & Young Financial Planning Services is being offered to eligible participants at no cost. In the past, this service was $99 January 1 through March 31 and $149 after March 31.
Another change to this service is that participants now have unlimited phone time. In the past, this program was sold in three-hour blocks. But all 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.
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, beginning January 2, 2008.
Please help us to promote this service. We think it’s a valuable clergy education and retirement planning program. If usage is low, however, we will need to reconsider offering it in future years.
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