Financial Solutions for Your Employees
It's more important than ever for your employees to feel financially secure, now and as they look to the future. We offer personalized financial solutions for employees throughout their entire life – from new hire to retire – and every step in between.Ìý
We’re here to accelerate financial confidence, moment by moment.
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TRUSTED BY SOME OF AMERICA'S LARGEST EMPLOYERS
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This is a partial listing of ÃÛѨÊÓƵ’ clients (which may be in a direct or subadvised relationship) as of Dec. 31, 2022. These companies have consented to disclose their relationship with ÃÛѨÊÓƵ. This does not constitute an endorsement or approval of the advisory services provided. All marks are the property of their respective owners.
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Partner with an advisor who cares about your employees’ success as much as you do. With services designed with their goals in mind, we can help your employees take their financial health further.
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100+
FORTUNE 500 CLIENTS
Firm stats as of September 30, 2023
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10M+
EMPLOYEES HAVE ACCESS TO OUR SERVICES
Firm stats as of September 30, 2023
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#1
MANAGED ACCOUNT PROVIDER
Cerulli Associates Q3 and Q4 survey of DC managed account providers. Largest managed account provider by DC assets and market share as of December 31, 2022
WITH THE CONVENIENCE OF A DIGITAL EXPERIENCE AND COMFORT OF AN ADVISOR, OUR FINANCIAL WELL-BEING PROGRAMS ENSURE NO EMPLOYEE IS LEFT BEHIND.
Kelly O’Donnell
President, Employer Services
Inside the Momentum Experience
We’re here to guide your employees on how to wire all of life’s big decisions together, allowing them to unlock new ways to help build, grow, preserve and protect their wealth.
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We keep it personal
We match your employees with customized solutions to help achieve their unique financial goals.
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We drive results
Our industry-leading engagement strategies are proven to drive meaningful outcomes for your employees.
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Proudly Independent
We’re the largest independent provider of advice to 401k plans.
Cerulli Associates Q3 and Q4 survey of DC managed account providers. Largest managed account provider by DC assets and market share as of December 31, 2022
We want to hear about the unique needs of your workforce so that we can help – let’s connect.
Workplace Insights
© 2024 ÃÛѨÊÓƵ. Momentum services are offered by ÃÛѨÊÓƵ, and affiliate(s), as applicable, through an employer agreement. Retirement plan advisory services are provided by Financial Engines Advisors L.L.C. through a retirement plan sponsor agreement.