EY Personal Finance

Today’s employees are concerned about their financial health, as they manage multiple life goals and struggle to make appropriate benefit decisions. Financial wellness is therefore a key pillar in your overall employee well-being program. Whether it’s financial planning, adapting to new benefits or navigating tax changes, EY Personal Finance can help transform your employees' financial well-being and enhance your employee benefit offerings.

Related topics

Tax
Workforce

The team

Juliette Meunier
EY US Employee Personal Finance Leader
Dan Eck
EY US Managing Director of Group Learning
Cinda Boyd
Ernst & Young LLP West Region Leader

EY Personal Finance services is a suite of planner-driven, digitally-enabled financial wellness offerings designed to address an individual’s full set of financial wellness needs – from understanding his or her benefits, to comprehensive financial planning, to tax compliance.

 

Adding financial wellness services can help demonstrate an ROI on employee benefits programs in numerous ways, including:

 

  • Reducing employee financial stress, often leading to improved productivity, personal health, and even loyalty
  • Attracting and retaining employees while preparing them for retirement at an appropriate age
  • Improving awareness and use of employee benefits and driving a higher ROI on your benefit and compensation plan spending
  • Reducing direct costs, including health care, FICA taxes, wage garnishment, bankruptcies and retirement plan loans
  • Mitigating legal risks with regular employee outreach on responsible retirement investing and financial education
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Let’s discuss how you can help employees stay financially well.

Plan your financial future: EY Navigate

EY Navigate reduces employees’ financial uncertainty by providing clarity around complex tasks – such as debt management, benefit decisions and retirement planning – and developing personalized action plans. It gives employees access to financial planners, online tools and custom education, resulting in an actionable roadmap to navigate the twists and turns of their financial journey.

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Adapt to unexpected events: EY Change

Change is constant, but it doesn’t have to be stressful for organizations or impacted individuals. During times of disruption, a well-defined change strategy, including a customized call center and group learning resources, supports the organization and leads to successful execution, adoption and acceptance of many change events, all while easing the burden on your implementation team and supporting your people.

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File taxes: EY TaxChat

EY TaxChat is an on-demand mobile service that connects users with knowledgeable EY tax professionals to gather documents, chat, then prepare and file the return all in a secure, online environment.

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Educate advisors: EY Tax Desk

EY Tax Desk provides your financial advisor employees with tax education and information on essential topics such as retirement plans, transactions and deductions.  Providing your financial advisors with access to the EY Tax Desk will give them the ability to provide rapid responses to their clients’ tax questions, helping to set your firm apart from your competition and reducing the time and costs of research.

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Tax deduction planning concept. Businessman calculating business balance prepare tax reduction.

The Personal Finance services team

Juliette Meunier

EY US Employee Personal Finance Leader

Passionate about wellness in the workplace and empowering employees to make informed financial decisions throughout their working lives. Proud mother. Avid reader. Fitness lover. Wine enthusiast.

Los Angeles, USA

Dan Eck

EY US Managing Director of Group Learning

EY Executive Director in Columbus with a passion for empowering individuals to improve their financial future. Musician, father and treasurer for many non-profit organizations.

Columbus, USA

Cinda Boyd

Ernst & Young LLP West Region Leader

Senior manager. West Region Leader for EY Personal Finance. Building a better working world by supporting large organizations and their employees. Provides financial wellness solutions.

San Diego, USA

Our latest thinking on employee personal finance benefits

Money and mental health

Employees financial health should be a key component of an organization’s holistic wellbeing strategy.

24 Jan 2024 Juliette Meunier

Company stock in 401(k) plans — the good, the bad and the risky

The rewards of company stock holdings in a retirement savings plan must be balanced with significant risks that span the organization, from HR, legal, risk management and compensation to executives and employees. Learn more

03 Oct 2023 EY Americas

Harnessing growth through wellness: the future of workforce benefits

Harnessing growth and seizing opportunity: 2023 Future of Workforce Benefits study. Download the full report.

27 Jun 2023 Chris Morbelli

Ten reasons why wellness in the workplace matters

Employers have an opportunity to rethink and redefine wellness for their employees and financial well-being is an essential part of that conversation. Learn more.

15 Mar 2023 EY Americas

How to engage employees with financial incentives

Employees across all generations are seeking deeper guidance in their financial planning.

25 Apr 2022 Dan Eck

How do you know if financial wellness is paying off for you and your people?

Understanding the ROI of employee financial wellness.

25 Apr 2022 Dan Eck

    EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.