Workplace financial solutions
Financial wellness and retirement planning that support employees’ financial goals.
Get in touchWorkplace financial solutions
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.
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 demoAdvice 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:
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
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 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 and the nation’s #1 independent financial advisory firm.
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.