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.

In addition to the services below, the Employee Assistance Program (EAP) can help you access financial resources and money management.

No matter what type of investor you are, you can get personalized investment advice and help managing your Equifax 401(k) Plan account from the investing experts at Fidelity Investments.

PLEASE NOTE: Equifax changed providers for this investment advice service from Edelman Financial Engines to Fidelity Investments at the end of 2022. Employees were notified of this change in late November 2022.

Fidelity® Personalized Planning & Advice Overview

Eligibility

You are eligible if you are an active US employee of Equifax.

More Information

Log in to your account at Fidelity Investments.

Call 866-811-6041 to speak with a Fidelity representative.

*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.

Coming soon in 2023!

Check back for additional details about this new program in 2023.

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

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

Financial Planning

Fidelity® Personalized Planning & Advice

UBS Financial Wellness

My Social Security