Financial Engines

Press Releases 2011

Year 2002

Jan. 15, 2002
FINANCIAL ENGINES® TO PROVIDE OUTCOMES-BASED INVESTMENT ADVICE TO HP EMPLOYEES
Feb. 11, 2002
FINANCIAL ENGINES® CUSTOMER BASE GROWS TO 650 PLAN SPONSOR CLIENTS SERVING OVER 1.9 MILLION EMPLOYEES IN 2001
Feb. 19, 2002
FINANCIAL ENGINES® SERVES UP 401(K) INVESTMENT ADVICE TO 35,000 UNITED TECHNOLOGIES CORPORATION EMPLOYEES
Apr. 9, 2002
JCPENNEY PROVIDES ITS 160,000 401(K) INVESTORS WITH FINANCIAL ENGINES® INVESTMENT ADVICE
Apr. 23, 2002
FLORIDA RETIREMENT SYSTEM LAUNCHES CHOICE PROGRAM POWERED BY FINANCIAL ENGINES TO FIRST 460,000 STATE EMPLOYEES
May. 21, 2002
FINANCIAL ENGINES' DATA SHOWS ADVICE HELPS 401(K) INVESTORS MAKE INFORMED DECISIONS
May. 29, 2002
FINANCIAL ENGINES, INC. ADDS CADENCE DESIGN SYSTEMS, INC. TO ITS GROWING LIST OF CLIENTS
Jun. 10, 2002
CITISTREET TO TAKE FIDUCIARY RESPONSIBILITY AND PROVIDE FIRST FULLY INTEGRATED, UN-BIASED ADVICE TO RETIREMENT PLAN PARTICIPANTS, POWERED BY FINANCIAL ENGINES
Jul. 22, 2002
LEADING GLOBAL LAW FIRM HIRES FINANCIAL ENGINES® TO PROVIDE PERSONALIZED INVESTMENT ADVICE TO PARTNERS AND EMPLOYEES
Aug. 13, 2002
MORE OF AMERICA'S LARGEST COMPANIES OFFERING FINANCIAL ENGINES' 401(K) ADVICE TO EMPLOYEES
Aug. 13, 2002
FINANCIAL ENGINES FOUNDER WILLIAM F. SHARPE TO PARTICIPATE IN PRESIDENT'S ECONOMIC FORUM
Sep. 3, 2003
PEOPLE'S SECURITIES, INC. PILOTING THE FINANCIAL ENGINES PROFESSIONAL ADVISOR
Sep. 3, 2002
FINANCIAL ENGINES INTRODUCES IRA ROLLOVER, NEW MONEY AND REBALANCE QUICKSOLVE SOLUTIONS
Nov. 20, 2002
FINANCIAL ENGINES INTRODUCES THE NEXT GENERATION OF WORKPLACE INVESTMENT ADVICE

Year 2001

Jan. 9, 2001
FINANCIAL ENGINES® HIRES LARRY RAFFONE TO EXTEND ITS WEALTH MANAGEMENT PLATFORM TO FINANCIAL PROFESSIONALS
Jan. 10, 2001
CBSMARKETWATCH.COM TO OFFER FINANCIAL ENGINES® PORTFOLIO FORECASTERSM SERVICE
Jan. 16, 2001
METLIFE RESOURCESSM OFFERS ACCESS TO ONLINE INVESTMENT ADVICE THROUGH FINANCIAL ENGINES®
Mar. 1, 2001
VANGUARD TO BE FIRST TO OFFER FINANCIAL ENGINES' ADVICE PLATFORM TO BOTH EMPLOYER RETIREMENT PLANS AND RETAIL INVESTORS
Mar. 9, 2001
NORTHERN TRUST RETIREMENT CONSULTING and FINANCIAL ENGINES® ON TRACK TO PROVIDE FINANCIAL ADVICE TO APPROXIMATELY A QUARTER MILLION INVESTORS IN 2001
Apr. 23, 2001
CITISTREET ROLLOVER IRA ADVICE SERVICE AND CITISTREET ADVISORS TO BE POWERED BY FINANCIAL ENGINES®
May. 8, 2001
ONLINE INVESTMENT ADVICE NOW AVAILABLE FOR NESTLÉ USA EMPLOYEES THROUGH FINANCIAL ENGINES®
May. 24, 2001
NOBEL PRIZE-WINNING ECONOMIST FORESEES MORE TAILORED INVESTMENT PRODUCTS LIKE "S&P 500 Without The Tech"
Jun. 28, 2001
MARSHALL & ILSLEY TRUST COMPANY TEAMS WITH FINANCIAL ENGINES® TO DELIVER INVESTMENT ADVICE
Jul. 9, 2001
FINANCIAL ENGINES® TO PROVIDE FINANCIAL GUIDANCE TO 650,000 SUNSHINE STATE EMPLOYEES
Jul. 11, 2001
FINANCIAL ENGINES® AND NORTHERN TRUST SEE STRONG DEMAND FOR INVESTMENT ADVICE
Jul. 24, 2001
FINANCIAL ENGINES® FIRST TO OFFER TAX-SMART ADVICE PLATFORM
Oct. 10, 2001
FINANCIAL ENGINES® TO PROVIDE BEST IN CLASS ADVICE TO J.P. MORGAN/AMERICAN CENTURY PLAN SPONSORS
Oct. 22, 2001
NORTHERN TRUST RETIREMENT CONSULTING AND FINANCIAL ENGINES® FIRST TO INTEGRATE DEFINED BENEFIT CALCULATION RESULTS WITH ADVICE

Year 2000

Jan. 18, 2000
FINANCIAL ENGINES® SELECTED BY AIR LINE PILOTS ASSOCIATION TO PROVIDE INVESTMENT ADVICE TO ITS ALASKA AIRLINES PILOT GROUP MEMBERS
Jan. 31, 2000
FINANCIAL ENGINES® ANNOUNCES NEW RELATIONSHIPS TO BEGIN THE YEAR 2000
Mar. 1, 2000
FINANCIAL ENGINES® LAUNCHES ONLINE ADVICE FOR ALL TAX-DEFERRED RETIREMENT ACCOUNTS
Mar. 23, 2000
T. ROWE PRICE RETIREMENT PLAN SERVICES TO OFFER FINANCIAL ENGINES® INVESTMENT ADVICE TO PLAN PARTICIPANTS
Apr. 20, 2000
JOINING FOR A BRIGHT TOMORROW: THE CLOROX COMPANY SELECTS FINANCIAL ENGINES INVESTMENT ADVISOR® SERVICE FOR ITS EMPLOYEES
May. 2, 2000
VISA SELECTS FINANCIAL ENGINES® TO HELP TAKE EMPLOYEES FURTHER IN RETIREMENT
Jun. 6, 2000
THE PRINCIPAL FINANCIAL GROUP® TEAMS WITH FINANCIAL ENGINES® TO DELIVER ONLINE INVESTMENT ADVICE TO MILLIONS OF RETIREMENT PLAN MEMBERS
Jun. 12, 2000
INDEPENDENCE DAY ARRIVES EARLY FOR FEDERAL EMPLOYEES THANKS TO FINANCIAL ENGINES®
Jun. 22, 2000
FINANCIAL ENGINES® LINKS WITH AFFINITY COMMUNITIES TO MEET INCREASED DEMAND FOR ADVICE
Aug. 17, 2000
FINANCIAL ENGINES EXTENDS ITS REACH AS IT ROLLS OUT THREE NEW PLAN SPONSORS
Aug. 30, 2000
AMERICAN COMPANIES REPORT: EMPLOYEES NOT PREPARED TO MAKE THEIR OWN RETIREMENT INVESTMENT DECISIONS
Aug. 31, 2000
BOISE CASCADE SELECTS FINANCIAL ENGINES® TO MAKE INVESTMENT ADVICE AVAILABLE TO SAVINGS PLAN PARTICIPANTS
Sep. 14, 2000
FINANCIAL ENGINES® ADDS FORECASTING CAPABILITY TO GO2NET'S SILICON INVESTOR
Oct. 5, 2000
eADVISOR® INVESTMENT ADVICE TO BE POWERED BY FINANCIAL ENGINES® TECHNOLOGY
Nov. 1, 2000
TRANSAMERICA RETIREMENT SERVICES TEAMS WITH FINANCIAL ENGINES® TO PROVIDE ONLINE INVESTMENT ADVICE TO RETIREMENT PLAN PARTICIPANTS
Nov. 6, 2000
NEW FINANCIAL ENGINES® SITE DESIGN PROVIDES ADDITIONAL PATHS TO ONLINE ADVICE
Nov. 13, 2000
FLEETBOSTON ALLIES WITH FINANCIAL ENGINES® TO DELIVER ONLINE INVESTMENT ADVICE TO RETIREMENT PLAN PARTICIPANTS
Nov. 21, 2000
RICE UNIVERSITY SELECTS FINANCIAL ENGINES® AS BACK TO SCHOOL GIFT FOR EMPLOYEES
Dec. 11, 2000
FINANCIAL ENGINES® OFFERS LATEST TECHNOLOGY TO MOTOROLA EMPLOYEES
Dec. 20, 2000
AIG PROVIDES FINANCIAL ENGINES® INVESTMENT ADVICE TO ITS EMPLOYEES

Year 1999

Mar. 31, 1999
AIR LINE PILOTS ASSOCIATION OFFERS FINANCIAL ENGINES INVESTMENT ADVISOR® SERVICE TO ITS EMPLOYEES
May. 10, 1999
MERRILL LYNCH SELECTS FINANCIAL ENGINES TO DELIVER INTERNET-BASED INVESTMENT ADVICE TO 401(k) PARTICIPANTS
Jun. 3, 1999
FINANCIAL ENGINES CLOSES $20 MILLION ROUND OF VENTURE FINANCING
Jun. 10, 1999
FINANCIAL ENGINES WELCOMES FORMER EBAY MARKETING EXECUTIVE JOHN THIBAULT TO MANAGEMENT TEAM
Jun. 14, 1999
FINANCIAL ENGINES' ONLINE INVESTMENT ADVICE NOW AVAILABLE DIRECTLY TO CONSUMERS
Jun. 16, 1999
NORTHERN TRUST TO INTEGRATE FINANCIAL ENGINES' ONLINE INVESTMENT ADVICE INTO ITS RETIREMENT SERVICES WEB OFFERINGS
Aug. 2, 1999
TIME WARNER'S MONEY.COM TO FEATURE FINANCIAL ENGINES 401(K) ADVICE AND FREE PORTFOLIO FORECASTING
Aug. 2, 1999
SCUDDER DEFINED CONTRIBUTION SERVICES TEAMS WITH FINANCIAL ENGINES TO BRING INVESTMENT ADVICE TO RETIREMENT PLAN PARTICIPANTS
Sep. 27, 1999
MERCK SELECTS FINANCIAL ENGINES® TO PROVIDE ONLINE INVESTMENT ADVICE TO ITS EMPLOYEES
Oct. 7, 1999
FINANCIAL ENGINES® WELCOMES GARRY HALLEE TO MANAGEMENT TEAM
Oct. 12, 1999
3COM® SELECTS FINANCIAL ENGINES® TO PROVIDE ONLINE INVEMENT ADVICE TO ITS EMPLOYEES
Nov. 4, 1999
AMERICA ONLINE AND FINANCIAL ENGINES® ANNOUNCE TWO-YEAR, MULTI-MILLION DOLLAR AGREEMENT
Nov. 15, 1999
PRUDENTIAL TO FEATURE FINANCIAL ENGINES INVESTMENT ADVISOR® SERVICE
Nov. 18, 1999
ALLIANCE BENEFIT GROUP SELECTS FINANCIAL ENGINES® TO DELIVER INTERNET-BASED INVESTMENT ADVICE TO 401(K) PARTICIPANTS
Nov. 29, 1999
HALLMARK SELECTS FINANCIAL ENGINES® TO PROVIDE ONLINE INVESTMENT ADVICE TO ITS EMPLOYEES
Dec. 9, 1999
FINANCIAL ENGINES® APPOINTS RAY SIMS CHIEF FINANCIAL OFFICER
Dec. 16, 1999
FINANCIAL ENGINES® CLOSES $85 MILLION STRATEGIC FINANCING ROUND LED BY OAK HILL

Notice To Readers: Financial Engines' press releases, presentations and printed remarks are included on this website for historical purposes only. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents.

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