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Employee Financial Services

Create a stronger workforce through Employee
Financial Education and Counseling

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In an ideal world organizations would be able to manage risk and enhance returns on benefits and compensation while providing employees with the resources they need to take informed actions. You can — with our help.

Tell us your objectives. Then, we’ll customize a program for your organization that fits your needs, budget and includes any or all of the following services:

  • Employee Financial Education Workshops – face-to face, webinars, teleconference
  • EY Financial Planner Line® - personal financial counseling provided via telephone
  • EY Financial Planning Center® - a website with financial education and tools to provide a personalized experience for registered users

We cover these financial planning topics

  • Financial planning for all career stages
  • Investment planning and management
  • Budgeting and cash flow
  • Education planning
  • Estate planning
  • Annual enrollment decision analysis
  • Benefit plan change or choice
  • Retirement planning
  • Income tax planning
  • Health care consumerism and financing
  • Insurance (Healthcare and Property)
  • Wills and trusts
  • Long Term Care
  • Separation planning (e.g., early retirement, severance)


Benefits of Employee Financial Education and Counseling (EFEC)

  • Satisfy strategic objectives by providing employees with crucial, ongoing support through employee financial education and counseling
  • Foster employee good will and workforce productivity
  • Enhance ROI through more efficient utilization of benefits and resources
  • Reduce administrative burden on HR/benefits professionals by providing access to an objective, trusted resource for personal, confidential financial guidance


Triggers for implementing an EFEC program

  • Workforce management concerns
    • Reduction in force/severance/early retirement
    • Attraction/retention/timing of retirement
    • HR workload concerns
  • Benefit plan promotion, changes or concern for ROI
    • Benefit freeze/suspension/change/choice
    • Managing costs through effective use of benefits resources
  • Risk management concerns
    • Pending/existing benefit plan litigation
  • Merger or acquisition activity
  • Cash flow/debt concerns among employee population
  • Employer aspiration to appear on Best Employer lists


What differentiates us

Count on us for:
  • Independence and objectivity
  • Full program customization
  • Action-oriented approach
  • Dedicated account team
  • Commitment to long-term relationships
  • Client-specific training

  • Experienced, credentialed financial planners
  • Tax and benefits subject matter professionals
  • Detailed engagement reporting and measurement
  • Formal Assessment of Service Quality
  • Experience working with similar clients
  • Fair and transparent fee structure


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Any investment services provided by Ernst & Young LLP employees are performed under the supervision of Ernst & Young Investment Advisers LLP ("EYIA"). Additional information about EYIA is available on the SEC’s website at http://www.adviserinfo.sec.gov/IAPD/Content/IapdMain/iapd_SiteMap.aspx.