The more you know, the better prepared you’ll be
Edelman Financial Engines can help you avoid making costly financial mistakes. An advisor can:
- Provide you with guidance on key financial decisions to consider when leaving your employer.
- Discuss your unique situation and help you understand and weigh the available options under your current retirement plan to help you make the best decision for you.
- Help you reduce the risk of making a costly mistake and help keep you on track to reaching your financial goals.
Help your employees achieve financial peace of mind and increase focus and productivity. Momentum is a comprehensive financial wellness benefit to help improve your employees’ financial knowledge and confidence. It provides personalized guidance to each employee for every personal and professional financial moment that matters, from hire to retirement.
YOUR EMPLOYEES WANT HELP ACHIEVING FINANCIAL WELLNESS
Employees want, need and expect a workplace benefit that helps them achieve financial wellness in their personal and professional lives.
85
80
79
of employees would like to direct questions to a licensed professional*
of employees would value financial education*
need interactive digital tools*
Live, one-on-one financial counseling and specialized planning sessions with Chartered Retirement Planning Counselor® and Certified Financial Planner® credentialed advisors.
A dynamic library of curated content, webinars and educational resources
Digital tools such as calculators to estimate mortgages and retirement needs
GUIDANCE IN FOUR CATEGORIES FOR EVERY EMPLOYEE
- Saving
- Budgeting
- Debt management
- Generational planning
- Insurance decisions
- Health care
- Elder care
- Custom employee benefits
- New hire onboarding including benefit choices
- Changes in employment status
- Retirement counseling and income planning
- Equity compensation and grants
- Traditional in-plan online advisory services
- Discretionary in-plan professional management
- Retirement income
- 401(k) guidance
- Retirement Evaluations
- Social Security strategies and planning
- Personalized, multichannel experiences designed to address demographic groups with specific needs
- Employee Resource Group webinars
- Tailored counseling support to drive equitable outcomes and close financial gaps
BILL, 26
- Starts a new job
- Guidance about benefits
ANN, 31
- Having a baby
- Answers about college savings
AMY, 37
- Receives equity compensation
- What does she need to think about?
KELLY, 48
- Taking voluntary retirement
- Guidance about COBRA
- 401(k) rollover
SARAH, 63
- Wants to understand Medicare
- Preparing for Medicare transition
EMPLOYEES OF ALL AGES
Retirement planning and readiness
DIVERSE EMPLOYEES
Individualized experiences designed to address distinct needs
LEARN MORE
Submit the form below and one of our Momentum consultants will contact you to listen to what you want in a financial wellness benefit. Momentum can help you fill a void of financial knowledge and guidance. You can help relieve financial stress and improve productivity among your employees.
* Edelman Financial Engines conducted an online survey of America’s employees on January 6-25, 2022, focusing on subjective measures of what employees want across 1,075 employees, including 972 retirement plan participants. Qualified survey participants were full-time employees with access to a retirement plan. Aggregate data is reported at 95% confidence with plus or minus 3% margin of error. Fielding was conducted on the Qualtrics Insight Platform. https://marketing-landing-pages.financialengines.io/pdf/Want_Need_Expect_Research.pdf
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Edelman Financial Engines, LLC, does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
Decisions regarding Social Security are highly personal and depend on a number of factors such as your health and family longevity, whether you plan to work in retirement, whether you have other income sources as well as your anticipated future financial needs and obligations.
Investment advisory services including online advice and managed account services for 401(k) investments available to plan sponsors at applicable recordkeepers. Provision of these services subject to definitive agreement.
© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. Services provided by Edelman Financial Engines, LLC and affiliate(s), as applicable. AM2311979.
Momentum by Edelman Financial Engines™
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EVERYDAY WEALTH AND WELLNESS
RETIREMENT READINESS
LIFE'S FINANCIAL MOMENTS
DIVERSE EMPLOYEE NEEDS
PROFESSIONAL GUIDANCE FOR EVERY MOMENT THAT MATTERS, WHEN IT MATTERS MOST
MIKE, 55
- Wants to know about Social Security options
- Social Security strategies
FOR ALL EMPLOYEES
Accelerate financial confidence
