Financial Counseling Program

Financial Counseling ProgramImportant Note: The NYSUT organization will be closed for its annual summer shutdown from Monday, July 22, 2024 through Friday, July 26, 2024.

NYSUT Member Benefits will be operating with very limited staff during that time. Online enrollments for our endorsed Financial Counseling Program will be processed upon our return beginning Monday, July 29, 2024.

If you need immediate assistance regarding this program during our summer shutdown, please contact Member Benefits at 800-626-8101, Monday (July 22) through Wednesday (July 24) from 9 a.m. to 4:30 p.m. (EST).

Did you know that NYSUT Member Benefits offers financial services that can assist younger NYSUT members with planning for retirement and older NYSUT members with enjoying the fruits of their labor after years of hard work?

The NYSUT Member Benefits Corporation-endorsed Financial Counseling Program offers access to a team of Certified Financial Planners® to provide you with fee-based financial counseling services.

Stacey Braun Associates, Inc. is an investment advisory company established in 1977 that provides fee-based professional financial counseling for both groups and individuals. Being fee-based, Stacey Braun Associates receives no commissions from mutual funds, brokerage firms, insurance companies or any other third party. As a result, Stacey Braun’s advice is unbiased, objective and customized specifically for you and your financial situation.

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.

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.

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.