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THE EVERYDAY ADVICE THAT EVERYONE NEEDS

Taking control of daily finances, by providing the resources to establish and maintain a solid financial foundation.

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EMPLOYEES NEED HELP TO ALLEVIATE THEIR FINANCIAL STRESS

Our research shows that employees have high levels of financial stress, but when they get the support they need they’re more likely to be in better financial shape.

  • 63%

    of women rate their financial stress as high or very high1

  • 71%

    of employees could not easily raise $2,000 in an emergency1

  • 70%

    of financial advisory clients spend little or no time worrying about finances at work1

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FINANCIAL HEALTH DEMANDS THE RIGHT LEVEL OF EMPLOYEE SERVICES

  • Help with basic financial fundamentals (budgeting, emergency savings, debt)
  • Guidance to build wealth and plan ahead (tax planning, estate planning)
  • Healthcare and caregiving support (Medicare, long-term care, elder care)
  • Benefits decision guidance across range of employer-provided offerings

HOW FINANCIAL UNCERTAINTY HAS EVOLVED

Financial stress surged throughout the pandemic, taking a major toll on employees in all aspects of their lives. Our recent research examines employee sentiments and behaviors at three key junctures from early 2020 to now, and highlights the impact advice can have on their financial outcomes.

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ACCELERATE FINANCIAL CONFIDENCE, MOMENT BY MOMENT

We believe everyone deserves to move their financial life forward. We’ll move all your employees forward. From the moment they’re hired to the moment they retire and everything in between, we are uniquely positioned to help.

Workplace Insights

    What employees want, need and expect

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    401(k) Managed Accounts: A Misunderstood Value Proposition

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    Igniting Growth Through Innovation

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    Focused male and female professionals planning business strategy on laptop. Business partners are analyzing plan during meeting. They are sitting at desk in office.

    When life happens, savings suffer

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GET IN TOUCH

We want to hear about the unique needs of your workforce so that we can help.

WE KEEP IT PERSONAL

We match your employees with customized solutions to achieve their unique financial goals.

WE DRIVE RESULTS

Our industry-leading engagement strategies are proven to drive meaningful outcomes.

WE'RE NOT CONFLICTED

Our advisors do not sell investment products. Their first and only goal is to provide advice in your employees' best interest.

1 ÃÛѨÊÓƵ conducted online surveys of America's employees focusing on subjective measures of financial well-being and financial advice at various points throughout the pandemic. The first survey was conducted from April 6-10, 2020, across 1,077 employees. The second survey was conducted from August 18 - September 1, 2020, across 1,901 employees. The final survey was conducted from May 27 - June 6, 2022, across 1,079 employees. Qualified survey participants were full-time and part-time employees with access to a retirement plan. Aggregate data is reported at 95 percent confidence with plus or minus 3 percent of error. Fielding was conducted on the Qualtrics Insight Platform. Demographics are available upon request.

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© 2022 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.