Pensions and Benefits USA at 30th General Assembly

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2023 news 2Pensions and Benefits USA will be at the Indiana Convention Center for the 30th General Assembly, June 9-12, 2023. Ministers and church treasurers are encouraged to stop by our booth in the Nazarene Financial Services area of the exhibit hall.

P&B staff will be available to assist with questions about retirement, compensation, taxes, life and disability insurance, and our online portal (PB Access). There will be workshops featuring representatives from Fidelity Investments, GuideStone Financial Services, The Hartford, and P&B staff (see schedule below). One-on-one sessions with Fidelity reps will be available, but registration in advance is required (watch your email for details). Also, eligible church employees may take advantage of open enrollment during our GA special (June 1-23) to purchase or add up to $250,000 in supplemental group term life insurance coverage without proof of health.

The following workshops will be available at the P&B booth:

  • Friday, June 9
  •   12:00 p.m. – Your P&B USA Benefits – P&B Staff
  •      1:00 p.m. – Open Enrollment for Life Insurance &Your Nazarene Insurance Benefits
                                  – The Hartford/P&B Staff
  •     2:00 p.m. – Navigating Market Volatility – Fidelity Investments
  •     3:00 p.m. – Health Insurance Resources – GuideStone/P&B Staff
  •     4:00 p.m. – Learn the Basics of When and How to Claim Social Security
                                 – Fidelity Investments
  •     5:00 p.m. – Open Enrollment for Life Insurance &Your Nazarene Insurance Benefits
                                 – The Hartford/P&B Staff
  • Saturday, June 10
  •   10:00 a.m. – Managing My Money – Fidelity Investments
  •    11:00 a.m. – Open Enrollment for Life Insurance &Your Nazarene Insurance Benefits
                                 – The Hartford/P&B Staff
  •      1:00 p.m. – Health Insurance Resources – GuideStone/P&B Staff
  •     2:00 p.m. – Get Started and Save for the Future You – Fidelity Investments
  •     3:00 p.m. – Open Enrollment for Life Insurance &Your Nazarene Insurance Benefits
                                 – The Hartford/P&B Staff
  •     4:00 p.m. – Get a Handle on Your Current Student Loan Debt – Fidelity Investments
  •     5:00 p.m. – Health Insurance Resources – GuideStone/P&B Staff
  • Sunday, June 11
  •      1:00 p.m. – Open Enrollment for Life Insurance &Your Nazarene Insurance Benefits
                                 – The Hartford/P&B Staff
  •     2:00 p.m. – Health Insurance Resources – GuideStone/P&B Staff
  •     3:00 p.m. – Your P&B USA Benefits – P&B Staff
  •     4:00 p.m. – Organize, Plan, and Own Your Future – Fidelity Investments
  •     5:00 p.m. – Planning Ministerial Compensation – P&B Staff
  • Monday, June 12
  •   10:00 a.m. – Make the Most of Your Retirement Savings – Fidelity Investments
  •    11:00 a.m. – Planning Ministerial Compensation – P&B Staff
  •      1:00 p.m. – Learn the Basics of When and How to Claim Social Security
                                 – Fidelity Investments
  •     2:00 p.m. – Planning Ministerial Compensation – P&B Staff
  •     3:00 p.m. – Navigating Market Volatility – Fidelity Investments
  •     4:00 p.m. – Your P&B USA Benefits – P&B Staff
  •     5:00 p.m. – Manage Unexpected Events and Expenses – Fidelity Investments

Check our Facebook page or pbusa.org for more information during General Assembly.