Fiduciary protection
In today's financial world, plan sponsors are faced with many challenges. How do you meet the retirement needs of a diverse workforce and increase your company's fiduciary protection? As an independent investment advisor and manager, Financial Engines can help. Contact us to learn more about how we provide expert advice and recommendations for your participants and how we can offer fiduciary protection for your company.
How we can offer protection
Expert help
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By providing a personalized Retirement Evaluation, we help your participants understand exactly where they stand and how to prepare for success. What's more, with a comprehensive Retirement Plan in hand, professional recommendations or management of their retirement account, and ongoing monitoring and reporting, your participants are more likely to stay on course and reach their retirement goals.
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Extensive fiduciary protection
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Plan sponsors who hire Financial Engines may obtain one or more fiduciary safe harbors, including liability protection under ERISA's Investment Manager provisions. Additionally, our Professional Management program meets the Department of Labor's Qualified Default Investment Alternative (QDIA) criteria.* As a managed account, it's the only type of QDIA that can offer full safe harbor protection to those plans that include company stock.
*The safe harbor is available to plan sponsors of participant directed individual account plans subject to ERISA who prudently select and monitor a QDIA.
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Independent and conflict free
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Financial Engines is an investment advisor registered with the U.S. Securities and Exchange Commission. We are independent and don't sell investment products or earn commissions. And we are not affiliated with or controlled by any broker/dealer, registered investment company, insurance company, or financial services organization. We act solely in the best interest of your participants, and strongly believe that plan participants and sponsors value our objectivity and benefit from our independent approach.
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Working with us
Whether you're a plan sponsor, consultant, or retirement plan provider, we're ready to help. Learn more ›
Read the research
Help in Defined Contribution Plans:
Is it Working and for Whom? Learn more ›
Our investment methodology
We provide independent, institutional-quality advice and management, once only available to large pension plans. That's just the way Bill Sharpe envisioned it. Learn more ›