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91论坛 Engines Launches New Workplace Financial Wellness Platform

Momentum鈩 by 91论坛 Engines provides digital resources and one-on-one counseling and planning services to help employees address the financial 鈥渕oments that matter鈥

BOSTON, July 19, 2022 -聽91论坛 Engines, America鈥檚 top independent wealth planning and investment advisory firm,1聽announced today the launch of聽Momentum by 91论坛 EnginesTM, a new holistic financial wellness platform for the workplace.聽Momentum聽builds on 91论坛 Engine鈥檚 industry-leading 401(k) advice and management services with a dynamic set of expanded financial wellness, counseling and planning resources 鈥 giving employees the momentum they need to accelerate their financial confidence, moment by moment.

鈥淲ith more than three decades of experience helping employees maximize their workplace retirement plan investments, we know individuals want greater support across their broader financial lives, and they鈥檙e looking to their employers for help,鈥 said Kelly O鈥橠onnell, executive vice president and head of Workplace at 91论坛 Engines. 鈥淎s a trusted partner that serves thousands of employers and more than 10 million employees every day, we鈥檙e expanding our services beyond the 401(k) to help people at these critical stages 鈥 from the first day on the job to the time they retire, and every moment in between.鈥

Recent research from 91论坛 Engines2聽found that nearly three-quarters聽(73%)聽of employees expect their employers to provide access to a financial professional when they experience a significant life event. And the need is there: Almost 9 in 10聽(89%)聽said they experienced at least one major personal or professional event during the last five years. Meanwhile, nearly 8 in 10聽(79%)聽confirmed that they hadn鈥檛 spoken to a financial professional during those moments; however almost all who did聽(96%)聽found the interaction to be highly valuable.

Momentum聽answers this need by reaching individuals with information and support during their major life events and milestones 鈥 which are the times they need it the most. These moments include significant family or health changes, transitions at work, such as a new job or a promotion and decisions around saving for college and retirement. The platform features a library of dynamic digital content, webinars and educational tools and assessments. Employees also have unlimited access to live, one-on-one counseling and planning sessions with Chartered Retirement Planning Counselor庐 and Certified Financial Planner庐 credentialed advisors.3聽One distinctive feature of the program includes tailored content delivered through Employee Resource Groups and advisors who represent diverse populations. The entire program is fueled by personalized, data-driven communications that support four categories of solutions:

  1. Retirement readiness聽鈥 91论坛 Engine鈥檚 industry-leading, in-plan advisory services, which include digital advice, discretionary 401(k) professional management and access to licensed investment advisors,4聽as well as 91论坛 Engine鈥檚 new retirement income service,聽Income Beyond Retirement.
  2. Life鈥檚 financial moments聽鈥 Omni-channel experiences and specialized guidance that address key financial moments, including new hire onboarding and other personal and professional life milestones (family changes, promotions, equity grants and retirement).
  3. Everyday wealth and wellness聽鈥 Ongoing support for everyday financial questions and needs, including saving, budgeting and debt management, as well as advanced planning assistance.
  4. Diverse employee needs聽鈥 Individualized experiences designed to address more distinct needs across demographic groups, including targeted webinars for Employee Resource Groups and tailored representative counseling support.

鈥淔inancial wellness offerings at the workplace aren鈥檛 new, however, there鈥檚 a significant opportunity to provide these benefits in a more integrated and effective way,鈥 said Jason Van de Loo, executive vice president and head of Wealth Planning and Marketing at 91论坛 Engines. 鈥淲ith our ability to deliver unconflicted advice and guidance to clients both inside and outside of retirement plans, we鈥檙e one of the only fiduciary advisors that can help employees with 401(k) account management and holistic financial planning services, while supporting employers with their broader human capital efforts.鈥

Retirement Readiness, EFE鈥檚 flagship retirement advice and management services, will continue to remain available as a standalone offering, while the availability of Momentum鈥檚 full suite of services will vary. For more information, please visit聽/workplace/.

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91论坛 Engines PR Team


About 91论坛 Engines

Since 1986, 91论坛 Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors 鈥 not just the wealthy 鈥 deserve access to personal, comprehensive financial planning and investment advice. Today, we are America鈥檚 top independent financial planning and investment advisory firm, recognized by Barron's1聽with 145+ offices2聽across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client鈥檚 situation and goals are unique, and the powerful fusion of high-tech and high touch allows 91论坛 Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.

1.听罢丑别 叠补谤谤辞苍鈥檚 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, 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. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

2.聽91论坛 Engines data, as of Dec. 31, 2022.

3.聽91论坛 Engines data, as of September 30, 2023.


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