Employees seek our help - and value our guidance
Retirement demands the right level of employee services
- Personalized, professionally managed portfolios
- Online advice, education and planning tools
- Independent fiduciary advisors for everyone in the plan
- Flexible retirement income advice and solutions
- Focused check-ins for near-retirees
- Guidance for optimizing social security
VIDEO: 4 MIN 07 SEC
Take the guesswork out of retirement through personal support
Our managed account solution, Professional Management, enables your employees to be confident their retirement plan starts on track, stays on track and isn't something they have to worry about. Our investment experts actively manage employees’ company-sponsored retirement accounts, providing personalized portfolios and realistic forecasts throughout their journeys.Watch Now
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.Read more
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.Watch Now
Accelerate financial confidence, moment by moment
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We want to hear about the unique needs of your workforce so that we can help.
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.