IGNITING GROWTH THROUGH INNOVATION
Edelman Financial Engines (then Financial Engines) was a first mover in the retirement industry with the launch of a workplace managed account solution in 2004. EFE has predominantly held the ranking of #1 DC managed account provider in the workplace ever since. 2024 marks the 20th anniversary and offers an opportunity to reflect upon the last two decades as well as shape its future.
Discover data-driven trends from our 20-year history, new employer, and employee-driven research, and hear from the multitude of voices that have enabled our ability to help millions of employees over the past two decades.
Click on each item below to view more.
managed accounts report
Reflecting on two decades of managed accounts: Trends, insights and future vision.
This report explores historical member characteristics, and noteworthy behavioral trends related to their investments, illuminating the overall value of EFE’s managed account program.
The Benefits of Personalization in Defined Contribution Plans
Exclusive employer-focused research conducted in partnership with Cerulli Associates, exploring the value of managed accounts and financial wellness programs through the voice of the employers.
401(k) Managed Accounts: A Misunderstood Value Proposition
Exclusive employee-focused research conducted in partnership with Cerulli Associates, uncovering the invisible barriers inhibiting more widespread employee adoption of managed accounts.
Two decades in review
Embark on a captivating voyage with EFE team members, clients, plan providers, and consultants as they reflect on twenty years of managed accounts and the value and impact delivered to millions of employees.
managed accounts report
Reflecting on two decades of managed accounts: Trends, insights and future vision.
This report explores historical member characteristics, and noteworthy behavioral trends related to their investments, illuminating the overall value of EFE’s managed account program.
The Benefits of Personalization in Defined Contribution Plans
Exclusive employer-focused research conducted in partnership with Cerulli Associates, exploring the value of managed accounts and financial wellness programs through the voice of the employers.
401(k) Managed Accounts: A Misunderstood Value Proposition
Exclusive employee-focused research conducted in partnership with Cerulli Associates, uncovering the invisible barriers inhibiting more widespread employee adoption of managed accounts.
Two decades in review
Embark on a captivating voyage with EFE team members, clients, plan providers, and consultants as they reflect on twenty years of managed accounts and the value and impact delivered to millions of employees.
