Edelman Financial Engines Launches Retirement Plan Solution for Small Businesses

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โดย Business Wire·US·Read original
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Edelman Financial Engines has launched a new integrated workplace retirement solution for small and mid-sized businesses and their employees, now available through ADP. The service combines institutional-grade investment management, 3(38) fiduciary responsibility, plan consulting, and personalized financial advice for a single fee, with no additional direct cost to employees. CEO Ralph Haberli said the offering extends the firm's mission to improve financial outcomes for retirement savers, bringing fiduciary advice to millions who previously lacked access. The firm manages over $300 billion in assets and serves nearly 600 of the nation's largest employers, and this new solution targets the segment employing the majority of the American workforce.

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Edelman Financial EnginesPrivate▲ Positive
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Edelman launches a new retirement plan solution for small businesses, expanding its market reach.