Momentum by Edelman Financial EnginesTM is a workplace financial wellness platform that combines industry-leading 401(k) investment advisory capabilities with a dynamic suite of integrated resources – giving employees the momentum they need to accelerate their financial confidence, moment by moment. Featuring a broad range of digital tools and education materials, targeted communication strategies and access to one-on-one counseling and planning, Momentum guides employees from the
time they onboard at a new company all the way to retirement, with a focus in four critical areas:
1. Online advice and managed account services for 401(k) investments3
2. Curated campaigns and specialized guidance to address key financial considerations for both personal and professional
life milestones
3. Ongoing support for everyday financial questions as well as more advanced planning situations
4. Individualized experiences designed to address the distinct needs of diverse employee groups
Edelman Financial Engines believes that everyone deserves to move their financial lives forward and Momentum is an example of how we’re bringing this mission to life. For more information about Momentum by Edelman Financial EnginesTM visit:
https://www.edelmanfinancialengines.com/workplace/
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