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Employee Financial Services

Create a stronger workforce through Employee
Financial Education and Wellness Planning

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We can help your employees reduce their money-related stress, invest confidently and actively manage their financial wellness with:

  • Learning communities – onsite workshops, live webinars, educational videos, interactive newsletters
  • Guided support – financial planning website with personalized action plans, online wellness assessment, planner co-browsing and online chat help
  • One-on-one counseling – in-depth personal financial wellness counseling on the phone and online

  • Helping employees at all career stages

    Protect themselves and their families:

    • Annual enrollment decision making
    • Healthcare insurance planning and financing
    • Life and property insurances
    • Long-term care

    Manage debt and improve cash flow:

    • Budgeting and cash flow
    • Benefit decisions
    • Income tax planning

    Know when and where to save:

    • Investment planning and management
    • Education planning
    • Estate planning
    • Retirement planning
  • Supporting employers, improving benefits spend

    • Provide unbiased, personal financial guidance/information for all employees
    • Assimilate your benefit programs
    • Improve employee financial confidence, work-life balance and productivity
    • Drive benefit understanding, usage and ROI
    • Make your job easier with recommendations that work for employers just like you
  • Sharing 35+ years of trusted experience

    • Educate employees on the value of their benefits
    • Motivate employees to actively plan their financial futures
    • Counsel employees on benefit plan changes and additions
    • Assist employees as they transition through acquisitions and divestitures
    • Help guide your workforce through organizational reduction
    • Support employees through relocation efforts including tax planning
  • Ernst & Young LLP’s customized, financial wellness program benefits

    • Experienced, credentialed financial planners
    • Independent and objective financial planning and support
    • Comprehensive suite of interactive financial planning tools
    • Dedicated account team trained specifically on your benefits, company culture and employees
    • Comprehensive engagement reporting and prescriptive next steps

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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.