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TALK WITH AN ADVISOR REPRESENTATIVE

Call us at (800) 601-5957

Business days from 9 a.m. to 9 p.m. ET

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PROFESSIONAL MANAGEMENT

Our experts will manage your retirement plan account.

Based on the results of your Retirement Evaluation, you might want to consider
Professional Management to keep working toward your financial goals. For a low
program fee, our experts will:

 * Optimize your portfolio and build you a personalized retirement plan
 * Help you get on track to achieve your goals and keep you there
 * Automatically rebalance your portfolio, based on your risk preference
 * Consistently monitor your account to reflect changes in your life, needs or
   goals
 * Provide quarterly updates to help you track your progress

SIGN UP BY MAY 26, 2023 AND A TEAM OF INVESTMENT EXPERTS WILL OPTIMIZE YOUR
PORTFOLIO, FREE OF PROGRAM FEES FOR THREE MONTHS.*

*Program fees will apply after Aug. 25, 2023. Cancel anytime.

SIGN UP NOW

QUESTIONS? SPEAK WITH AN ADVISOR

ONLINE ADVICE

You’ll manage your retirement plan account.

Make the changes suggested in your Retirement Evaluation on your own. You’ll
have access to powerful, easy-to-use tools that can help you manage your account
and make informed decisions about your future – at no additional cost to you.

You’ll get:
 * Personalized investment recommendations
 * Digital planning tools to help you implement expert recommendations
 * Unlimited access to professional advisors

GET STARTED ACCESS ONLINE ADVICE See More Info

Return to your

Retirement Evaluation

FREQUENTLY ASKED QUESTIONS

Who is Edelman Financial Engines?
For more than two decades, Edelman Financial Engines has been an industry
pioneer providing investment advisory services in the workplace to employees –
no matter their account size or investment expertise.

Co-founded by Stanford University professor and Nobel Prize-winning economist
Dr. William F. Sharpe, Edelman Financial Engines provides employees access to
high-quality, sophisticated investment advice that was typically only available
to high-net-worth investors. We model 38,000 investments every month and have
been awarded 12 patents on our investment methodology. Our investment advice is
personalized to your unique situation, preferences, needs and goals.
How are you connected to Blue Cross NC?
Your employer chose Edelman Financial Engines as the investment advisor for your
employer-sponsored retirement plan account to help you reach the future you
want. We’re not trying to sell any particular product and we don’t earn
commissions from recommending some investments over others. We are a fiduciary.
We do what’s right for you. We are your financial advocate, and we put your
interests first.
I already work with my plan’s recordkeeper. Don’t they take care of everything?
Your plan’s recordkeeper handles the mechanics of your company retirement plan:
 * Manages your contributions and gets them invested
 * Provides statements tracking your account activity and balance
 * Does not typically suggest how you should invest or save for retirement, or
   can only provide information and education on a limited and general basis
 * Might not offer you licensed advisors

Edelman Financial Engines, as investment advisor, provides you with retirement
and investment advice:
 * Delivers Retirement Evaluations so you can check your progress
 * Gives you objective, personalized investment advice specific to your needs
   and situation
 * Provides access to licensed advisors who can answer your questions
 * Recommends how much you should save to better meet your goals
 * Suggests appropriate plan funds to invest in, per your goals and preferences
 * Offers access to educational resources for retirement, saving and financial
   wellness

Why should I have my account managed for me?
To successfully manage your own investments, it helps to have the following
things: the willingness to research markets and investment performance, the time
to monitor your account regularly, and the ability to avoid emotionally based
investment decisions. As a Professional Management member, you can benefit from
our team of investment experts who monitor the market's ups and downs daily, our
modeling of tens of thousands of funds to find the right mix of investments for
you, and our technology that runs thousands of simulations to project how much
retirement income you might have. We have the objective clarity to make informed
investment decisions.
How do you keep my information secure and private?
Edelman Financial Engines maintains an information security program that you can
read about here. We are required to implement and maintain reasonable and
appropriate safeguards to protect the information provided to us. If you have
questions about our privacy or security practices, please call us and speak with
an Edelman Financial Engines advisor.

To enable investment advisory services on an ongoing basis, Edelman Financial
Engines receives encrypted participant data from your plan’s recordkeeper. We
may also receive information from you about your investment accounts that are
not part of your company’s plan.

Our privacy policy explains how we protect the privacy of your personal and
financial data as a “financial institution” within the meaning of Regulation
S-P, Privacy of Consumer Financial Information, issued by the Securities and
Exchange Commission (“Reg S-P”). Please note that Edelman Financial Engines
explains when your information may be disclosed to a third party in limited
circumstances, e.g., with the permission of the individual, if we are required
or authorized by law to disclose such information, or if we need to share such
information with companies who work with us or on our behalf to provide a
product or service requested by you or to maintain or service your Edelman
Financial Engines account.

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QUESTIONS?

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(800) 601-5957

Business Days

Business days from 9 a.m. to 9 p.m. ET

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 * About Edelman Financial Engines
   
 * Legal Information
   
 * Privacy Policy
   
 * Online Privacy Statement
   
 * Chat Usage Terms
   
 * Do Not Share My Personal Information
   

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. All advisory services
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed. See
https://edelmanfinancialengines.com/patent-information for patent information.
Apple, the Apple logo and iPhone are trademarks of Apple Inc., registered in the
U.S. and other countries. App Store is a service mark of Apple Inc., registered
in the U.S. and other countries. Android and Google Play are trademarks of
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