Small business owner works on a design for a client.

The Retirement Plan for Small Businesses that Think Big

Supporting 401(K), 403(B), Cash Balance Pension Plans and Beyond

Running your employee retirement plan doesn’t have to be your second job

Our job is making sure you have the peace of mind that comes with a retirement plan that meets your needs.

Investment Management
  • Selecting and managing plan investments
  • Creating or maintaining the investment policy statement
  • Forming investment committee and meeting regularly

Employee Education

  • 1-on-1 enrollment meetings with our retirement experts
  • Educational seminars and webinars
  • Newsletters and blogs
Plan Review and Management
  • Plan design benchmarking, including tax deduction maximization
  • Managing fees and unnecessary costs
  • Complying with ERISA Section 404(c)
  • Plan testing and Form 5500 preparation
  • Conducting an annual client review
  • Monitoring regulatory updates


Enhanced Benefits

  • Access to our nationwide network of financial planners for help beyond retirement including:
    • Life events and goals
    • Estate planning
    • Insurance needs
    • Saving for college

Get a personalized experience from a team dedicated to delivering a plan that’s right for you.

We’re privileged to provide advice for employer-sponsored plans for many of America’s best-known companies.

  • $270


    Firm stats as of December 31, 2023

  • 102


    Firm stats as of December 31, 2023

  • 145


    Firm stats as of December 31, 2023

Statistics reflect Edelman Financial Engines as firm providing both workplace and wealth planning services.