EFE advice experience

The EFE approach

With more than 20 years of experience, Edelman Financial Engines delivers personalized advice tailored to meet the needs of both participants and plan sponsors. Participants receive guidance and tools aligned with their individual goals, while plan sponsors gain insights and data on how advice benefits their plan.

Track progress

A personalized overview of their plan allows participants to monitor their progress toward their retirement goals and make adjustments to fit their preferences.

See where they stand

Participants can review at a glance their portfolio balance and accounts tied to their retirement forecast, along with their other assets.

Use powerful planning tools

Interactive financial planning tools help participants explore personalized strategies and make informed decisions.

Dedicated resources for plan sponsors

Plan sponsors receive robust reporting from Edelman Financial Engines that helps them monitor participant engagement and outcomes, supporting their fiduciary oversight responsibilities.

Access to high-level statistics, including:

Assets under management.
Participant demographics.
Eligible and enrolled participants.

More detailed reporting, including:

Financial Health Scores that assess participant progress across investments, savings, and retirement income.
Engagement metrics by service type.
Trends in participant behavior and outcomes.

Our reporting and expert support are designed to give you a clear picture of how participants are engaging with the advice services. We’ll help you evaluate how those services are improving financial outcomes so you can make informed decisions about advice in your plan.

Want to explore how Advice powered by Edelman Financial Engines can benefit your participants?

Let's connect

Already a client? Contact your Vanguard team today.

Important information

All investing is subject to risk, including the possible loss of the money you invest.

The Vanguard Group has partnered with Financial Engines Advisors L.L.C. (FEA) to provide subadvisory services to the Vanguard Managed Account Program and Personal Online Advisor. FEA is an independent, federally registered investment advisor that does not sell investments or receive commission for the investments it recommends with respect to the services which it is engaged in as subadvisor for Vanguard Advisers, Inc. (VAI). Advice is provided by Vanguard Advisers, Inc. (VAI), a federally registered investment advisor and an affiliate of The Vanguard Group, Inc. (Vanguard). Vanguard is owned by the Vanguard Funds, which are distributed by Vanguard Marketing Corporation, a registered broker-dealer affiliated with VAI and Vanguard. Neither Vanguard, FEA, nor their respective affiliates guarantee future results. Vanguard will use your information in accordance with Vanguard’s Privacy Policy.