EY Personal Finance

In Tax

EY Personal Finance is a suite of digital financial wellness offerings that address a full set of financial wellness needs.

Related topics Tax

What EY can do for you

Want to help your employees build and maintain their financial health? Comprehensive financial wellness services can help your company benefits perform as designed while better serving your employees’ holistic wellness needs through every change life brings their way.

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.

EY Personal Finance is a suite of high-touch digital financial wellness offerings designed to address an individual’s full set of financial wellness needs. This includes understanding his or her benefits, comprehensive financial planning and tax compliance.

Among the services offered are:

  • EY Navigate helps employees break down complex financial planning tasks — such as debt management and retirement planning — and develop personalized action plans on topics affecting early career all the way to retirement.
  • EY Change recognizes that employer benefits are a key pillar of the employee financial equation. Through high-touch assistance, including telephone-based counseling and access to group learning, we help employees navigate the impact of organizational change — from restructured benefits and acquisition integration to severance events and relocation.
  • EY TaxChat , an on-demand, mobile tax preparation app, connects employees with EY professionals in an easy-to-use, secure online environment, making filing personal taxes simpler, faster and more reliable. No appointments, paper documents or complicated tax software needed.
  • EY Tax Desk  provides individuals prompt access to EY tax professionals to receive thorough, easy-to-understand responses to tax questions. A trusted resource offering accurate and rapid responses to a variety of tax questions, the EY Tax Desk is a timely and valuable benefit for employees.

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