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 2012 - May 2014

Claiming Social Security: A Critical & Complex Decision for Retirement Security - Survey Results - March 2014

Social Security in the New Retirement: Financial Engines' Social Security Methodology - February 2014

Financial Engines® Income+ Early Results - July 2012

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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