Edelman Financial Engines Marks 20 Years of Helping Millions of Employees Reach their Retirement Goals through 401(k) Managed Accounts
This year, Edelman Financial Engines (EFE) , America’s top independent wealth planning1 and workplace2 investment advisory firm, marks the 20th anniversary of its industry-leading 401(k) managed account program.
- This year, Edelman Financial Engines (EFE) , America’s top independent wealth planning1 and workplace2 investment advisory firm, marks the 20th anniversary of its industry-leading 401(k) managed account program.
- For more than two decades, EFE has been at the forefront of supporting employers and employees while playing an integral role in addressing the nation’s retirement preparedness.
- Today, that includes an increased focus on leveraging managing accounts and similar solutions to tackle the retirement income challenges currently facing employees.
- To further explore this 20-year milestone, Edelman Financial Engines is hosting an online webinar with PLANSPONSOR on February 15, 2024, at 2:00pm ET to discuss the benefits of managed accounts in defined contribution plans.