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Workplace financial solutions

Financial wellness and retirement planning that support employees’ financial goals.

Get in touch

Workplace financial solutions

Financial wellness and retirement planning that support employees’ financial goals
Get in touch

Accelerating financial confidence with every employee, moment by moment

120+

FORTUNE 500 clients

as of Dec. 31, 2021

10M+

Employees have access to our services

#1

Managed accounts provider

Cerulli Associates Q3 and Q4 survey of DC managed account providers. Largest managed account provider by DC assets and market share as of Dec. 31, 2021.

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Financial solutions for every employee

We offer personalized financial solutions for employees throughout their entire lifecycle, from new hire to retire, and every moment in between.

We help every employee – from all demographic backgrounds and with all levels of financial knowledge and complexity of needs – to move their financial life forward.

Request a demo

Advice to retire comfortably and on time.

Offer in-plan investment advice and managed accounts, including retirement income support, to improve savings behaviors and outcomes.

Assistance when it matters most.

Give employees navigating critical financial moments access to focused counseling and tailored digital experiences to make milestone life decisions confidently.

Guidance with everyday financial decisions.

With a focus on establishing, building, and maintaining a solid financial foundation, employees gain access to a broad array of financial support.

Equitable help to make a difference.

Uncover insights across demographics and deliver targeted programs through Employee Resource Groups to drive equitable outcomes.

Trusted by some of America’s largest employers

One of the largest retirement plan providers trusted by:

Target
IBM
Ford
Xerox
Comcast
Northern Trust
Delta
Land O’Lakes

This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2021. 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.

Be in the know

Thought leadership and resources for employers.

Kelly O’Donnell

Kelly O’Donnell

Executive Vice President, Head of Workplace

“With the convenience of a digital experience and comfort of an advisor, our financial well-being programs ensure no employee is left behind.”

Read Kelly’s blog:
Reimagining Financial Help

Inside the advisor experience

Our advisors are here for your employees when it matters most. Learn how this conflict-free approach allows us to design personalized financial plans for your employees that put their best interests first.

What employees want, need and expect

75% of employees expect their employers to provide access to professional advice as they experience major personal and professional events.

What can you do to help?

Get in touch

We want to hear about the unique needs of your workforce so that we can help.
We keep it personal

We match your employees with customized solutions to achieve their unique financial goals.

We drive results

Our industry-leading engagement strategies are proven to drive meaningful outcomes for your employees.

We’re not conflicted

We’re the largest independent provider of advice to 401(k) plans.

Cerulli Associates Q3 and Q4 survey of DC managed account providers. Largest managed account provider by DC assets and market share as of Dec. 31, 2021.

Get in touch

We want to hear about the unique needs of your workforce so that we can help.
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Edelman Financial Engines Data Warehouse as of December 30, 2021.

Competitor assets based on The Cerulli Edge, U.S. Retirement Edition, 4Q 2021; data as of December 31, 2021. Sources: Individual company financial statements.

This is a partial listing of Edelman Financial Engines’ clients (which may be in a direct or subadvised relationship) as of March 15, 2022. 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.

Results are based on an online survey Edelman Financial Engines conducted of America’s employees on January 6-25, 2022, focusing on subjective measures of what employees want across 1,075 employees, including 972 retirement plan participants. Qualified survey participants were full-time employees with access to a retirement plan. Aggregate data is reported at 95 percent confidence with plus or minus 3 percent margin of error. Fielding was conducted on the Qualtrics Insight Platform. Demographics are available upon request.

The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.