Let us optimize your portfolio to help keep you on track for retirement
- We create a personalized retirement plan that covers your investments, savings and retirement income
- We pick investments and take care of transactions in your account
- We assist you with customizing your plan, and keep it on track
{SPONSOR_NAME} makes it easy and affordable to get investment advice
Low fees
{SPONSOR_NAME} has negotiated a program fee for {MA_PROGRAM_NAME}.* {availableThroughText}1
No hidden costs
{pmAboutFeeText}. Discounts may apply for larger balances. {seeFeesAndDisclosure}.*
The fees have no impact on your take-home pay because it’s paid from your {SPONSOR_NAME} account.
Cancel anytime. You're not locked in to any long-term commitments.
What happens after I sign up?
- Set your goals online or give us a call when you sign up at {SUPPORT_PHONE} {SUPPORT_PHONE_SUFFIX}
- We’ll work on your retirement plan and mail it to you in about two weeks
- You can tailor your plan to fit investing preferences and to consider other investments you hold
- We'll optimize your portfolio for your goals and manage it over time so you don't have to
- You can be highly involved or just check in occasionally – we’ll keep you updated quarterly
- You can cancel at any time, for any reason, without penalty
Other ways we can help
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Online Advice
Powerful retirement planning tools for self-directed investors.{learnMoreOALink}
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Questions?
{SUPPORT_PHONE_TEXT} {SUPPORT_PHONE_PREFIX} {SUPPORT_PHONE} {SUPPORT_HOURS}
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.
*Professional Management fees are charged in the frequency and manner detailed in the Terms and Conditions; and are deducted directly from your account. Fee examples are for illustrative purposes only.
Certain services provided on an educational or guidance basis only.
Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results.
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