Momentum by Edelman Financial EnginesTM is a workplace financial wellness platform that combines industry-leading 401(k) investment advisory capabilities with a dynamic suite of integrated resources – giving employees the momentum they need to accelerate their financial confidence, moment by moment. Featuring a broad range of digital tools and education materials, targeted communication strategies and access to one-on-one counseling and planning, Momentum guides employees from the
time they onboard at a new company all the way to retirement, ...
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Product Summary - Momentum overview - Provides an overall description of Momentum and it's benefits
Product Summary - Benefits Basics - Provides description of guidance for new hires including benefits selection
Product Summary - Employee Transition - Guidance for COBRA and 401k transition for employee transition
Product Summary - Equity Compensation - Description of guidance for implications for equity awards
Product Summary - Financial Fundamentals - Describes guidance for budgeting, debt reduction and other fundamentals
Product Summary - Healthcare & Caregiving - Describes guidance for healthcare decisions and caregiving for elderly parents
Product Summary - Income After Retirement - Describes guidance for income needs after retirement based on goals
Product Summary - Medicare Transition - Describes guidance for transition to Medicare for those nearing 65
Product Summary - New Hire Onboarding - Describes guidance provided to employees about benefits, health insurance
Product Summary - Social Security Decision - Describes guidance on how to optimize Social Security income
Product Summary - Student Loan Debt - Describes guidance about how to manage student load debt
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