Financial Planning

Don’t leave your financial well-being to chance. Get the confidence and help you need from these programs to be at your financial best.

Financial Engines

LifeWorks

my Social Security

Free personalized investment advice and help with your Equifax 401(k) Plan account

Our Employee Assistance Program offers help with budgeting, financial emergencies, home buying, and more

A free online account from the Social Security Administration that provides you with an online Social Security statement and future benefit estimates

 

No matter what type of investor you are, you can get free personalized investment advice and help managing your Equifax 401(k) Plan account from the investing experts at Financial Engines.
If you actively manage your 401(k) account, consider Online Advice to help refine your investment strategy, retirement income forecast, and savings scenarios.
If you’d like professional help, consider Professional Management and a personalized strategy for investing, saving, and forecasting retirement income.
 

Eligibility

You are eligible if you are an active employee working a minimum of 25 regular scheduled hours per week.

 

Contact Information

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Log in to your account at Fidelity Investments

phone

Call 877-401-5762 to speak with a Financial Engines investment advisor from 9 AM – 9 PM Monday through Friday.
Send an email to adviser@financialengines.com

 

*Advisory services, including Online Advice and Professional Management, are provided by Financial Engines Advisors, L.L.C., an independent, federally registered investment advisor and wholly owned subsidiary of Financial Engines, Inc. Financial Engines does not sell investments or receive commissions for the funds it recommends. Financial Engines does not guarantee future results. The information has been provided by Financial Engines. Financial Engines is not affiliated with Fidelity Investments or its affiliates.

For many, Social Security will be a major source of income during retirement. To help manage Social Security benefits, employees can create a free, personalized account through my Social Security.

  • Review your online Social Security Statement
  • Verify your lifetime earnings
  • See estimates of your future benefits

 

Contact Information

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Go to www.ssa.gov/myaccount to create an account.