Did you know that NYSUT Member Benefits offers financial services to help NYSUT members plan for a secure retirement -- and make the most of it once they get there?
The NYSUT Member Benefits Corporation-endorsed Financial Counseling Program offers access to Certified Financial Planners® that provide you with fee-based financial counseling services.
Facilitated by investment advisory company Stacey Braun Associates, Inc., this program can assist both groups and individuals with retirement planning, 403(b) savings, college savings, tax planning, and more. Being fee-based, Stacey Braun receives no commissions from mutual funds, brokerage firms, insurance companies, or any other third party. Stacey Braun has been offering unbiased, objective, and customized advice for specific financial situations since 1977.
Get Organized Before Meeting with a Financial Planner:
Stacey Braun offers a "Personal Financial Affairs Booklet" to help you better understand your financial situation. Many members find it beneficial to complete this booklet before joining the Financial Counseling Program to better organize their financial details. View Now
ELIGIBILITY:
NYSUT members are eligible to enroll in this program. After you enroll, your spouse or domestic partner is also eligible to use the program's benefits.
PAYMENT OPTIONS:
The annual fee for this program can be paid by Visa, MasterCard, check, money order, or payroll/pension deduction (if available to you).
The annual fee for the Full-Service Plan is $260, reduced to $250 if payroll or pension deduction is used. Learn more about the Full-Service Plan.
The annual fee for the 403(b) Advisor Option is $100, reduced to $95 if payroll or pension deduction is used. Learn more about the 403(b) Advisor Option.
Important: Plan renewal is automatic when payroll or pension deduction is used as the payment option and will remain in effect until revoked by your written authorization submitted to the NYSUT Member Benefits Trust. If the plan is cancelled before the annual fee is made, you will be billed for any balance due and not be allowed to re-enroll until such balance has been paid.
Payroll Deduction Authorization Form - Click here to download and print now.
Pension Deduction Authorization Form - Click here to download and print now.
If you are applying and paying by check, payroll/pension deduction, or credit card but don't want to apply online, please print and fill out the paper application form. If you will be using payroll or pension deduction as your payment method, make sure to also print and fill out the applicable authorization form.
HOW TO APPLY:
You can either print out the application form for this program or apply online.
1. Print out the Financial Counseling Program brochure, which includes the application form.
2. Online Application Form (Please Note: You must pay by credit card if you choose to apply online).
For more information, contact Member Benefits at 800-626-8101 weekdays from 9 a.m. to 5 p.m. (EST).
The NYSUT Member Benefits Corporation-endorsed Financial Counseling Program is provided by Stacey Braun Associates, Inc. and administered by the NYSUT Member Benefits Corporation.
NYSUT Student Members are not eligible to participate in this program.
There is an endorsement arrangement between the provider of this plan and the NYSUT Member Benefits Corporation. Click here for the details of this arrangement.