Q & A

Unlimited access to EY Financial Planning Services® that includes the EY Financial Planner Line (EYFPL) and EY Navigate™, a financial wellness website, is available to all retired members of the Annuity Plan, with both annuitized and non-annuitized accounts, as well as to actively-contributing members.

EY Financial Planner Line® (EYFPL)

A. The EY Financial Planner Line® is an important part of your personal financial planning benefit. With EY, you have unlimited, toll-free access to financial counseling over the phone. EY financial planners will help answer your financial questions and educate you on all of your money-related needs and goals. The EYFPL is offered at no cost to you and there is no limit on the number of calls you can make.

Click here to learn more about EYFPL.

EY Navigate™

A. EY Navigate™ (formerly EY Financial Planning Center®) is your online resource for financial education and planning. EY Navigate helps you break down complex tasks such as debt management and retirement planning and helps you develop a personalized action plan. The website features:

  • A Tailored and Guided Path: Participants are presented with a set of six simple questions that allow planners to learn about them and their financial concerns and get them started on a tailored and guided experience.
  • Calculators and Data Visualization: Proprietary tools and calculators are embedded within certain goals to enable financial planning exercises to support individual needs at varying life stages.
  • Prescriptive Action Items: Upon creating a financial plan in any one goal, you are assigned a series of next steps, including an estimated “time to complete” and due date.
  • Notifications and Prompts: Using both email communications and app push notifications, you are encouraged to work on new goals, complete open next steps and address any issues with respect to their financial plans.
  • Progress and Tracking: EY Navigate makes it easy for you to stay on budget and builds awareness about their cash flow and spending habits.
  • Regular Checkups: EY Navigate periodically prompts you to complete a “Confidence Checkup” to gauge their financial stress.

Click here to learn more about EY Navigate™.