Financial Engines
Research and resources
At Financial Engines we love data. We analyze it by day to gain deeper insights into participant behavior. And we think about it all night in order to design retirement services that can improve a participant's chances of success. Here are a few resources to provide greater insight into what we do and how we do it.
Help in Defined Contribution Plans: 2006 Through 2010 - September 2011
Understanding the Accidental Investor: Baby Boomers on Retirement
2010 National 401(k) Evaluation
Help in Defined Contribution Plans: Is it Working and for Whom? - January 2010
The Financial Engines Retiree Research Center
–"The 4% Rule-At What Price?",by Jason S. Scott, William F. Sharpe, and John G. Watson, Journal of
Investment Management, Third Quarter 2009
–"The Longevity Annuity: An Annuity for Everyone?", by Jason S. Scott, Financial Analysts Journal,
January/February 2008
–"Behavioral Obstacles in the Annuity Market", by Wei-Yin Hu and Jason S. Scott, Financial
Analysts Journal, November/December 2007
The Intelligent Portfolio by Christopher Jones
A Fiduciary's Advisory Services Guide
Working with us
Whether you're a plan sponsor, consultant, or retirement plan provider, we're ready to help. Learn more ›
Bill Sharpe's vision
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 ›
Investor Central
10 tips on investing for
your participants.
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