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Financial Solutions for Your Employees

It's more important than ever for your employees to feel financially secure, now and as they look to the future. We offer personalized financial solutions for employees throughout their entire life – from new hire to retire – and every step in between. 

We’re here to accelerate financial confidence, moment by moment.

 

 

TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS

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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 Dec. 31, 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.

Momentum by Edelman Financial Engines

 

Partner with an advisor who cares about your employees’ success as much as you do. With services designed with their goals in mind, we can help your employees take their financial health further.

Retirement Readiness

Are you and your employees confident about retirement goals?

Advice designed to retire comfortably and on time. 

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Life's Financial Moments

During their most critical milestones, are your employees prepared?

Focused guidance when it matters most.

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Everyday Wealth and Wellness

Have your employees established a solid financial foundation?

Guidance with everyday financial decisions.

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Diverse Employee Needs

Do your programs engage all of your employees, including the underrepresented?

Equitable help to make a difference.

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  • 100+

    FORTUNE 500 CLIENTS

    Firm stats as of September 30, 2023

  • 10M+

    EMPLOYEES HAVE ACCESS TO OUR SERVICES

    Firm stats as of September 30, 2023

  • #1

    MANAGED ACCOUNT PROVIDER

    Cerulli Associates Q3 and Q4 survey of DC managed account providers. Largest managed account provider by DC assets and market share as of December 31, 2022

Kelly O'Donnell
WITH THE CONVENIENCE OF A DIGITAL EXPERIENCE AND COMFORT OF AN ADVISOR, OUR FINANCIAL WELL-BEING PROGRAMS ENSURE NO EMPLOYEE IS LEFT BEHIND.

Kelly O’Donnell

President, Employer Services

Inside the Momentum Experience


We’re here to guide your employees on how to wire all of life’s big decisions together, allowing them to unlock new ways to help build, grow, preserve and protect their wealth.

 

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  • We keep it personal

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

  • We drive results

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

  • Proudly Independent

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

    Cerulli Associates Q3 and Q4 survey of DC managed account providers. Largest managed account provider by DC assets and market share as of December 31, 2022

We want to hear about the unique needs of your workforce so that we can help – let’s connect.

Workplace Insights

    The Benefits of Personalization in Defined Contribution Plans

    A group of business people partners during a set team meeting in the modern office.High quality

    Diversity, equity and inclusion efforts need to extend to benefits

    Putting employees on the fast track to financial health

    How financial uncertainty has evolved through the pandemic

© 2024 Edelman Financial Engines, LLC. Momentum services are offered by Edelman Financial Engines, LLC, and affiliate(s), as applicable, through an employer agreement. Retirement plan advisory services are provided by Financial Engines Advisors L.L.C. through a retirement plan sponsor agreement.