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.

Get all of your financial questions answered through the free UBS Financial Wellness program.

UBS Financial Coaches

Complimentary and confidential calls with UBS Financial Coaches, who are available to answer your financial questions, review your personal situation and offer help and suggestions.

UBS Financial coaches are available Monday-Friday from 8:30 AM to 7:30 PM (EST). Visit ubs.com/finwellappointment to schedule a time that works best for you.

There is no limit to the amount of times you can book an appointment with a coach. You can meet with one as often as you need, at no cost to you.

Family members are always welcome to participate in calls with UBS Financial Coaches.

Digital Resources

Access to digital resources that will help guide you through your financial journey. You can find budgeting and savings tools, helpful tips on tackling student debt, retirement planning resources, investing, home buying, and so much more.

Log into financialwellness.ubs.com/fw/efx. If you are a first time user, select Register for online access. You will need your employee ID which can be found in Workday.

Educational Events

Look out for communications on various webinars/trainings throughout the year.

More Information

Log in to your account at financialwellness.ubs.com/fw/efx

Call 888-346-9355 to speak with a representative.

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