Personalized Retirement Advice for Your Employees

HR and corporate treasury leaders face complex challenges to provide competitive benefits that deliver real value. Edelman Financial Engines offers personalized retirement solutions that support your employees’ unique financial needs while aligning with your organization’s goals.

 

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This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of May. 31, 2025. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners.

The Right Retirement Solutions for Your Employees’ Unique Situations

Saving and planning for a dignified retirement is challenging in an increasingly volatile market. Our approach ensures that employees have access to personalized support that meets their unique retirement needs.
  • Personalized portfolios for every participant
  • Independent and unbiased investment strategies
  • Comprehensive online tools for advice and planning


The Human Touch for Your Employees

Your employees face big financial questions—like “When can I retire?” or “How much do I need to save?” Edelman Financial Engines’ managed accounts program connects them with licensed financial advisors who offer personalized guidance.
 
Our experienced professionals help your employees make confident decisions, so they can focus on what matters most - getting their future on track.

The Industry Leader in Workplace Managed Accounts

  • A Barron’s Top Independent Financial Advisory Firm Eight Years in a Row

    Ribbon showing the years 2018 - 2025

    Awarded each September, based on prior 12-month data through June 30

  • Top managed account provider for workplace retirement plans

    Podiums showing first, second and third place. First place is highlighted in red.

     

    Published 3Q 2025, based on prior 6-month data through June 30, 2025 as gathered by Cerulli Associates.

Retirement planning can be difficult for plan sponsors and employees. That’s where EFE shines.

Let’s talk about how we can deliver for you.
 

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