As of September 1, 2001, the Faculty Association of Suffolk Community College Benefit Fund (“FA Benefit Fund” or “Fund”) adopted a pilot financial counseling benefit available to eligible members.

WHO IS ELIGIBLE?

If you are eligible for Faculty Association of Suffolk Community College Benefit Fund benefits, either as a full-time member of the Faculty Association or the Guild of Administrative Officers, you are eligible to participate in the financial counseling program.

WHAT IS THE BENEFIT?

The Fund provides for financial consultations and financial education through the Investment Advisory firm of Stacey Braun Associates, Inc. Financial topics that are covered include but are not limited to:

• Retirement Planning
• College Funding
• Investment Planning
• Pension/IRA Rollovers
• Basic Estate Planning
• Life, Disability, and Long Term Care Insurance
• Tax Planning

WHAT SERVICES ARE AVAILABLE TO ELIGIBLE MEMBERS?

• One and one-half hours of financial consultations each plan year*.
• Unlimited access to Stacey Braun’s proprietary financial website**.
• Unlimited use of Stacey Braun’s e-mail help-desk.
• Periodic Financial Education Seminars.
• Discounted written financial plans.

*Consultations are held at the Benefit Fund Office or campus locations on predetermined dates.

**To access the website logon to www.staceybraun.com. Use your zip code as your Temporary Password and the first initial of your first name, the first four letters of your last name and the last four numbers of your social security number (no spaces) as your User ID.

WHAT ARE THE COSTS?

• One and one-half hours of financial consultations each plan year - NO COST TO ELIGIBLE MEMBERS*.
• Unlimited access to Stacey Braun’s proprietary financial website - NO COST TO ELIGIBLE MEMBERS.
• Unlimited use of Stacey Braun’s e-mail help-desk - NO COST TO ELIGIBLE MEMBERS.
• Periodic Financial Education Seminars - NO COST TO ELIGIBLE MEMBERS.
• Discounted written financial plans:
  Retirement Planning: $200
  College Funding: $200
  Investment Planing: $200
  Basic Estate Planning: $200
  Insurance Planning: $200
  Special Requests: $200
  All Components: $750
  

*Stacey Braun Associates, Inc. is not compensated by any of the products that they may recommend.

HOW TO UTILIZE THE BENEFIT:

To utilize this benefit contact Stacey Braun at 1-888-949-1925 or to access the website logon to www.staceybraun.com. Use your zip code as your Temporary Password and the first initial of your first name, the first four letters of your last name and the last four numbers of your social security number (no spaces) as your User ID.

BENEFITS QUESTIONS? PLEASE CONTACT MARY AT (631) 732-6500.

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533 College Rd - Selden, NY 11784-2899 (631) 451-4151 - Fax (631) 732-4584 - Email