Retirement Plan Employer Liaison
Office of Church Staff Finances in Ministries and Faith Development
Telephone: (617) 948-4655
Jackie Toone (she/her/ella) comes to the UUA from Empower Retirement, where she previously worked as a Registered Representative and Account Manager. She has spent the past four years in the Financial Services industry, beginning her tenure at Prudential and obtaining her Series 6 and 63 licenses initially to work directly with clients in the Annuities Service Center. With a focus on Women's and Gender Studies, Jackie has demonstrated the consistent value of promoting women's and queer rights in the workplace, and is thrilled to have found an organization that espouses her values.
As the Employer Liaison, Jackie will be working with our church administrators to ensure equitable treatment of the employees of each of our member congregations. She believes that financial prosperity can be achieved through planning and appropriate compensation for employees. As a licensed rep, she has seen firsthand how scary a prospect retirement can be, and is dedicated to making the process of preparing and saving as simple as possible for the talented folks working with and for our congregations.
When not at work, Jackie can be found spending time catching up on the latest shows and movies with her spouse, Robin, or reading science fiction novels and anthologies. They share an ancient Himalayan cat named Pumpkin who reminds them every day to provide breakfast and dinner service, and who demands treats and pets in equal measure.