Financial Wellness Solutions for the Workplace We believe every hardworking American deserves to move their financial life forward. You Want What’s Best for Your Employees — We Can Help You may know us as the nation’s #1 independent financial advisory firm, as ranked by Barron’s1, helping more than one million people reach their financial goals. We’re also the largest independent provider of advice to 401(k) plans – relied upon by thousands of companies (including 133 of the Fortune 500)2 thanks to our objective advice, rigorous investment methodology and because we give your employees access to experienced and talented human financial planners – not merely online algorithms. For decades, we’ve been serving the best interests of both employers and employees. Your company deserves the same quality service! 10M workers nationwide have access to our services2 We Help Employees Increase Their Productivity When your employees are worried about their personal finances, absenteeism, presenteeism and turnover rise, and productivity falls. We can help you fix that – by helping your employees improve their financial preparedness and retirement readiness. Your employees get our financial tools, education and advisor support to help them become more financially secure. This is designed to help your employees become more productive at work – so they suffer less absenteeism and presenteeism, and you enjoy higher retention. The goal is higher workplace productivity – so everyone can benefit! Employers know that distracted workers are less productive. That’s why companies turn to us – by helping your workers improve their personal finances, they can improve their workplace performance. – Kelly O’Donnell, Executive Vice President and Head of Workplace We Serve Thousands of Companies – Including Many of America’s Largest Employers 133 of the Fortune 5002 rely on us to help their employees improve their finances and prepare for retirement2 Want to Improve Your Bottom Line? Improve the Financial Health of Your Employees 60% say financial stress at home hurts their performance at work3 62% say getting financial advice through their employer could reduce their financial stress4 25% of employees spend almost an hour of every workday thinking about or dealing with their personal finances5 5% of total payroll is at risk because your employees are worrying about their personal finances6 Get Our Research Read our groundbreaking studies on employee behavior and retirement investing, based on our decades of experience serving many of America’s largest company retirement plans. The Truth About Women and Money Learn more America saves: Emergency Saving Learn more Key developments in defined contribution managed account programs Read more Give Your Employees the Financial Help and Advice They Need Learn more about how we help you by helping your employees. Contact us now. Contact Us Quick Links Our Locations The Ric Edelman Show Education Online Advice Contact Us Call: (888) PLAN-RIC Contact Us About Us About Our Company Team Pressroom Careers Client Logins Client Mobile App Edelman Financial Engines Portal Login Charles Schwab TD Ameritrade E.TRADE Fidelity Legal Information Privacy Policy Terms of Use Form CRS Edelman Financial Engines ADV Business Continuity Wrap Fee Brochure Do Not Sell My Personal Information 1The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. 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. 2Edelman Financial Data Warehouse as of June 30, 2020. 3Edelman Financial Engines research, Covid-19 and Financial Well-Being, June 2020. For a complete copy of the research study, visit https://go.financialengines.com/COVID-19andFinancialWell-Being 4Edelman Financial Engines research, Advice Gap, September 2020. For a complete copy of the research study, visit https://go.financialengines.com/AdviceGap 5Edelman Financial Engines research, Covid-19 and Financial Well-Being, June 2020. For a complete copy of the research study, visit https://go.financialengines.com/COVID-19andFinancialWell-Being 6Mercer, Inside Employees’ Minds, Financial Wellness Volume 2. 2017. For a complete copy of the research study, visit https://www.mercer.com/content/dam/mercer/attachments/global/inside-employees-minds/glb-2017-inside-employees-minds-volume-2.pdf 7Edelman Financial Engines Data Warehouse as of June 30, 2020. 8Services offered by Edelman Financial Engines depend on a number of factors, including plan sponsor/employer selection, as well as recordkeeper integration 9Financial Engines research, Help in Defined Contribution Plans: 2006 through 2012, May 2014. For a complete copy of the research study, visit https://go.financialengines.com/HelpReport 10Financial Engines research, Claiming Social Security: A Critical & Complex Decision for Retirement Security, March 2014. For a complete copy of the research study, visit https://go.financialengines.com/ClaimingSocialSecurityUpdate 11Financial Engines research, Missing Out: How much employer 401(k) matching contributions do employees leave on the table? May 2015. For a complete copy of the research study, visit https://go.financialengines.com/401kMatch 12Financial Engines research, In Whose Best Interest? March 2016 For a complete copy of the research study, visit https://go.financialengines.com/BestInterest 13Edelman Financial Engines research, Reconsidering the 401(k) Rollover, June 2019. For a complete copy of the research study, visit https://go.financialengines.com/FDR 14Edelman Financial Engines research, Covid-19 and Financial Well-Being, June 2020. For a complete copy of the research study, visit https://go.financialengines.com/COVID-19andFinancialWell-Being All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product. © 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.