< Enterprise Workplace Solutions

The everyday advice that everyone needs

Taking control of daily finances, by providing the resources to establish and maintain a solid financial foundation.
Get In Touch
Man in a work apron smiles as he works on repairing a bike in a bike shop.
A craftsman's apron hangs on the wall next to a doorway in a bike shop. A shiny bike stands in front of a wooden garage door.

Employees Need help to alleviate their financial stress

Our research shows that employees have high levels of financial stress, but when they get the support they need they’re more likely to be in better financial shape.
63%
of women rate their financial stress as high or very high1
71%
of employees could not easily raise $2,000 in an emergency1
70%
of financial advisory clients spend little or no time worrying about finances at work11
63%
of women rate their financial stress as high or very high1
71%
of employees could not easily raise $2,000 in an emergency1
70%
of financial advisory clients spend little or no time worrying about finances at work11

Financial health demands the right level of employee services

  • Help with basic financial fundamentals (budgeting, emergency savings, debt)
  • Guidance to build wealth and plan ahead (tax planning, estate planning)
  • Healthcare and caregiving support (Medicare, long-term care, elder care)
  • Benefits decision guidance across range of employer-provided offerings

How financial uncertainty has evolved

Financial stress surged throughout the pandemic, taking a major toll on employees in all aspects of their lives. Our recent research examines employee sentiments and behaviors at three key junctures from early 2020 to now, and highlights the impact advice can have on their financial outcomes.

Read Research

VIDEO: 2 MIN 53 SEC

There is no substitute for talking to someone

Employees have a range of everyday needs and questions that they just can’t solve for alone. And when they seek help, it’s critical that they not only have someone to talk to, but someone they can trust. Our conflict-free advisors offer all that, and more, to your employees.

Watch Now

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 industy-leading engagement strategies are proven to drive meaningful outcomes.
We're Not Conflicted
Our advisors do not sell investment products. Their first and only goal is to provide advice in your employees' best interest.
Connect With Our Team

1 Edelman Financial Engines conducted online surveys of America's employees focusing on subjective measures of financial well-being and financial advice at various points throughout the pandemic. The first survey was conducted from April 6-10, 2020, across 1,077 employees. The second survey was conducted from August 18 - September 1, 2020, across 1,901 employees. The final survey was conducted from May 27 - June 6, 2022, across 1,079 employees. Qualified survey participants were full-time and part-time employees with access to a retirement plan. Aggregate data is reported at 95 percent confidence with plus or minus 3 percent of error. Fielding was conducted on the Qualtrics Insight Platform. Demographics are available upon request.

© 2022 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.