www.financialengines.com
Open in
urlscan Pro
2a02:26f0:480:595::2d5b
Public Scan
Submitted URL: https://click.mail.edelmanfinancialengines.com/?qs=c62794b330a09ba3992d1c2c7949508bff6a9429a8c156433af9279fda62e45e346bcaba6bfcf114ffcdbaa5a56c...
Effective URL: https://www.financialengines.com/app/enc/
Submission: On June 15 via manual from US — Scanned from DE
Effective URL: https://www.financialengines.com/app/enc/
Submission: On June 15 via manual from US — Scanned from DE
Form analysis
0 forms found in the DOMText Content
Business days from 9 a.m. to 9 p.m. ET We're here to help. Call (800) 601-5957 SEE WHERE YOU STAND RIGHT NOW Find out if you're saving enough and investing correctly to meet your goals. Explore your Retirement Evaluation today to learn how you can optimize your portfolio. See my evaluation Get Professional Management for three months free of program fees.* Sign up by Jul 14, 2023. MAKE YOUR MONEY WORK HARDER Let us optimize your Flex retirement plan account for you with Professional Management. Or manage your investments on your own with Online Advice. ONLINE ADVICE Access powerful retirement planning tools and advice to help you manage your Flex retirement plan account. Get started FEATURES INCLUDE: * check-iconDigital planning tools * check-iconPersonalized investment recommendations that you can implement * check-iconUnlimited access to helpful professional advisors Optimize your portfolio and get three months free of program fees* PROFESSIONAL MANAGEMENT Our team of experts will choose your investments and provide ongoing management of your Flex retirement plan account. Start at no cost* Learn more FEATURES INCLUDE: * check-iconA personalized investment plan based on your goals and risk tolerance * check-iconAutomatic rebalancing and monitoring of your Flex retirement plan account by a team of investment experts * check-iconUnlimited access to professional advisors * check-iconLow annual rate of no more than 0.50% - that's up to 50% less than you might pay elsewhere1 * check-iconCancel anytime TAKE CONTROL OF YOUR FINANCIAL FUTURE Partner with investment professionals who care about your success as much as you do. So you can spend less time worrying, and more time living. 1.3plus-icon million clients Firm stats as of September 30, 20223 117 FORTUNE 500 PLAN SPONSORS Firm stats as of Sept. 30, 20223 TRUSTED BY SOME OF AMERICA'S BEST COMPANIES This is a partial listing of Edelman Financial Engines' clients (which may be in a direct or subadvised relationship) as of December 31, 2021. These companies have consented to disclose their relationship with Edelman Financial Engines. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners. FREQUENTLY ASKED QUESTIONS Who is Edelman Financial Engines?chevron-down-icon How are you connected to Flex?chevron-down-icon I already work with my plan's recordkeeper. Don't they take care of everything?chevron-down-icon Why should I have my account managed for me?chevron-down-icon How do you keep my information secure and private?chevron-down-icon BACK TO TOPchevron-up-icon QUESTIONS? Talk to an advisor CALL US We're here to help. Call (800) 601-5957 Business days from 9 a.m. to 9 p.m. ET SCHEDULE Schedule a call with an advisor. *If you remain enrolled, program fees will apply after Oct 13, 2023. Cancel anytime. 1 The industry average is based on reporting in PriceMetrix's "The State of North American Retail Wealth Management, 10th Annual Report," which found that based on PriceMetrix's proprietary database (as of the end of 2020 was comprised of detailed client-holdings and transaction information from roughly 70,000 financial advisors), the average fee in 2020 for accounts with assets between $1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was 1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to change. Investment Advisor services vary, and some advisors in the studies may provide different services than Financial Engines Advisors L.L.C. The report is available here. 2 The Barron's 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. About Edelman Financial EnginesLegal InformationPrivacy PolicyOnline Privacy StatementChat 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. DO NOT SHARE MY PERSONAL INFORMATION * YOUR PRIVACY * STRICTLY NECESSARY COOKIES * ADVERTISING COOKIES * PERFORMANCE COOKIES * FUNCTIONAL COOKIES YOUR PRIVACY Like many online services, Edelman Financial Engines uses cookies and similar technologies to enhance your online experience. When you visit our website, we store cookies on your browser to collect information. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. However, you can choose not to allow certain types of cookies. Click on the different category headings to find out more and change your settings according to your preference. For information about our privacy practices, please refer to our Privacy Policy STRICTLY NECESSARY COOKIES Always Active These cookies are necessary for our sites and services to function and cannot be switched off. ADVERTISING COOKIES Advertising Cookies Active These cookies may be set through our sites and services by our advertising partners. These companies may use cookies and similar technologies to try to tailor the ads you see online to your interests based on your activity over time across our services and other sites, or your interaction with our emails. PERFORMANCE COOKIES Performance Cookies Active These cookies allow us to understand how users interact with the different features of our sites and services and discern traffic sources so that we can measure and improve the performance the sites and services. FUNCTIONAL COOKIES Functional Cookies Active These cookies enable and enhance the functionality of our sites and services. Back Button BACK Filter Button Consent Leg.Interest Switch Label label Switch Label label Switch Label label Clear checkbox label label Apply Cancel Confirm My Choices Allow All