DE&I

PROUD TO BE A


BEST PLACE TO WORK


Together with our employees, we’re changing corporate culture for the better.  
 

We want to be a best place to work for everyone, not just some, and while there’s still work to be done, we’re proud of what we’ve achieved in a few short years. We are humbled to be recognized by these third-party organizations for our efforts, and cautiously optimistic about where we’ll be five years from now.

90/100

2023-2024 CORPORATE EQUALITY INDEX

As measured by the Human Rights Campaign Foundation

80/100

2023 DISABILITY EQUALITY INDEX
Best Place to Work for People with Disabilities Top Scorer

  • Top Scorer Recognition forBest Place to Work for People with Disabilities (2023); Disability:IN)
  • Top Scorer Recognition for Best Place to Work for People with Disabilities (2023; Disability:IN)
  • America’s Greatest Workplaces for Diversity (2023; Newsweek)
  • America’s Greatest Workplaces (2023; Newsweek)
  • America’s Greatest Workplace for Parents and Families (2023; Newsweek)
  • Diversity, Equity & Inclusion Rising Star (2022; 2023; DCIIA)
  • Luminaries Awards for Diversity, Equity & Inclusion (2022; Think Advisor)
  • Diversity, Equity & Inclusion Rising Star (2022; Investment News)
  • Outstanding DE&I Practices (2022; Investment News)

Newsweek: America's Greatest Workplaces for Diversity 2023: Newsweek's America's Greatest Workplaces for Diversity 2023 was based on a five-part evaluation of companies across various industries, which included a pre-study survey of HR professionals, employee interviews, desk research on diversity KPIs, media monitoring of legal disputes for the previous 24 months, and validation against Newsweek's diversity scoring model. Client experiences are not considered. Compensation was not provided to be included on this list.

 

America's Greatest Workplaces (National) 2023: Newsweek's ranking ofAmerica's Greatest Workplaces 2023 was based on a large employer survey of companies in the U.S. that employ at least 1,000 employees across all industry sectors. Evaluation and scoring of survey responses considered factors such as familiarity with and likelihood of recommending the company, company image, corporate culture, working environment, work-life balance, training and career progression, compensation and benefits, sustainability awareness, proactive management of the diverse workforce and media monitoring of press coverage for the previous 24 months. These factors were used to calculate an "America's Greatest Workplaces for Job Starters" score for each company. Client experience was not considered. Compensation was not provided to be included on this list.

 

America's Greatest Workplaces for Parents & Families 2023: Newsweek's ranking of America's Greatest Workplaces 2023 was based on a large employer survey of companies in the U.S. that employ at least 1,000 employees across all industry sectors. Evaluation and scoring of survey responses considered factors such as familiarity with and likelihood of recommending the company, company image, corporate culture, working environment, work-life balance, training and career progression, compensation and benefits, sustainability awareness, proactive management of the diverse workforce and media monitoring of press coverage for the previous 24 months. These factors were used to calculate an "America's Greatest Workplaces for Job Starters" score for each company. Client experience was not considered. Compensation was not provided to be included on this list.

 

Disability:IN Top Scorer Recognition for Best Place to Work for People with Disabilities 2023: The Disability:IN Top Scorer Recognition for Best Places toWork for People with Disabilities was awarded to Edelman Financial Engines in 2023, which earned EFE a spot on the Disability Equality Index (DEI). The DEI measures a wide range of criteria within the following five categories: culture and leadership; enterprise-wide accessibility; employment practices (benefits, recruitment, employment, education, retention and advancement, and accommodations); community engagement; and supplier diversity. Client experiences were not considered. Compensation was not provided to be included on this list.

 

DCIIA Diversity, Equity and Inclusion Rising Star 2023 Rising Star 2022: The Defined Contribution Institutional Investment Association has awarded the Diversity, Equity & Inclusion Rising Star award to Samantha Lordi, Vice President, Institutional Marketing, in 2022, and Josh Andreasen, Director, Financial Planning, in 2023. Each year, DCIIA members nominate a leader and a rising star from within their organization to recognize those who are advocating for diversity, equity and inclusion within their organization and/or the broader industry. Client experiences are not considered. Compensation was not provided to be included on this list.

 

Think Advisor Luminaries Awards for Diversity, Equity & Inclusion 2022: Think Advisor Luminaries Award for Diversity, Equity & Inclusion for 2022 was awarded to Edelman Financial Engines after being nominated and submitting essays for consideration. Winners were selected by a panel of judges from across the advice industry, as well as the Think Advisor's editorial team, in recognition of their efforts to produce meaningful, innovative and replicable results in the following areas: community impact, diversity, equity and inclusion, thought leadership and executive leadership. Client experiences were not considered. Compensation was not paid to be included on this list.

 

Investment News Diversity, Equity & Inclusion Rising Star 2022 Outstanding DE&I Practices 2022

 

Corporate Equality Index: The Corporate Equality Index rates employers from nearly every industry and region based on an annual CEI survey administered to hundreds of major global employers. To earn top ratings, employers took concrete and dedicated steps to establish and implement comprehensive policies, benefits and practices that ensure greater equity for LGBTQ+ workers and their families. The CEI rating criteria used considered four key pillars: nondiscrimination policies across business entities, equitable benefits for LGBTQ+ workers and their families, supporting an inclusive culture and corporate social responsibility. Client experiences were not considered. Compensation was not paid to be included on this list.