ADVICE TO HELP YOU RETIRE COMFORTABLY AND CONFIDENTLY

Making it easier to plan and help achieve retirement goals, with focused support on the 401(k).

Momentum Logo

EMPLOYEES SEEK OUR HELP - AND VALUE OUR GUIDANCE

Individuals who use our in-plan managed account solution gain not only a personalized plan, but the comfort and confidence they need to retire on their terms.

  • 95%

    value our service1

  • 94%

    found an advisor conversation valuable1

  • 92%

    are confident in their investment strategy1

RETIREMENT DEMANDS THE RIGHT LEVEL OF EMPLOYEE SERVICES

  • Personalized, professionally managed portfolios
  • Online advice, education and planning tools
  • Independent advisors for everyone in the plan
  • Flexible retirement income advice and solutions
  • Focused check-ins for near-retirees
  • Guidance for optimizing social security

RIDING THE UPS AND DOWNS OF AN EVER-CHANGING MARKET

Your employees have recently been on the ride of a lifetime, but it hasn’t been fun. Dealing with surging inflation and turbulent market volatility has left even those seasoned savers feeling queasy. Our recent research takes a deeper look at employee sentiment during these uncertain times.

VIDEO: 4 MIN 15 SEC

ENSURE EMPLOYEES MAINTAIN A SECURE RETIREMENT

Our propriety in-plan solution, Income Beyond Retirement, a feature of Professional Management, combines portfolio management and technology-enabled analysis with advisor support to create highly personalized, flexible retirement income plans and investing strategies to match the individual needs of employees.

play button

ACCELERATE FINANCIAL CONFIDENCE, MOMENT BY MOMENT

We believe everyone deserves to move their financial life forward. We’ll move all your employees forward. From the moment they’re hired to the moment they retire and everything in between, we are uniquely positioned to help.

Workplace Insights

    Diversity, equity and inclusion efforts need to extend to benefits

    When life happens, savings suffer

    Teachable moments from today’s retirees

    The Benefits of Personalization in Defined Contribution Plans

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.

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.

1 Edelman Financial Engines conducted an online survey of our current Professional Management members on February 10-23, 2022, focusing on intent and behaviors as well as subjective measures of value across 2,572 participants.

 

© 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.