Employee Benefits

Let’s put more life in work/life balance.

One of our highest priorities at Financial Engines is addressing the health and wellness of our associates and their family members. We have a comprehensive Benefits Program to help you protect yourself and your family physically and financially.

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Medical, Dental and Vision Plans

Whether you prefer an HSA, HMO or PPO, Financial Engines has several medical plans to consider, allowing you to meet your individual needs.

Additional Insurance and Programs

It’s not all about the work. Life is complex and events happen that may cause you to need additional support. Financial Engines is proud to offer these additional programs:

  • Life Assistance Program EAP
  • Backup Dependent Care Coverage
  • Pre-paid Legal Program
  • Voluntary Pet Insurance


Financial Engines offers a great commuter benefit through the Commuter Check® program. Use your pre-tax dollars (subject to monthly limits determined by the IRS) to pay for your commuting expenses, and you can reduce your commuting costs by up to 40%. This program allows you to purchase a variety of products to use when commuting, and the best part is, you can elect to have your order recur each month and receive confirmations by email.

Financial & Retirement Planning

To keep your financial future as healthy as your body, our 401(k) provides a company match of up to 4% of your eligible earnings. As a Financial Engines employee, you may elect to have your 401(k) account and ROTH professionally managed free of charge.

Paid Time Off

We want you to have flexibility at home and in your career. For our exempt associates, time away from work is balanced with work commitments and approved as needed. For our non-exempt associates, PTO is accrued up to 20 days per year for the first three years.


Benefits come in many forms. One of the most important perks of joining our team is doing work that does good — both in and out of the office. Our Reach program matches employee gifts dollar-for- dollar, up to $200/year. It also allows each of us to spend eight hours of volunteer time per quarter.

In 2017, The Reach Program resulted in…

  • $40,000 donated by employees to charities of their choice
  • $22,000 matched through the Reach Matching Gift program
  • $20,000 raised for hurricane relief efforts
  • 900 care packs donated to support hurricane relief 
  • $250,000 raised in a Radio-thon to help the Salvation Army provide shelter and warm meals
  • $6,000 raised in support of breast cancer awareness
  • 1,000 hygiene kits packed and donated to Veterans

Important Information

*This is a partial listing of Financial Engines’ customers as of December 31, 2017. These companies have consented to disclosure of their relationships with Financial Engines. This does not constitute an endorsement or approval of the advisory service provided. Third-party marks appearing on this site are the property of their respective owners.

*Investment News, RIA Data Center, 2018

*Methodology: InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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©2018 Financial Engines, LLC. All rights reserved. Financial Engines® is a registered trademark of Financial Engines, LLC. All advisory services are provided by Financial Engines Advisors L.L.C. Financial Engines does not guarantee results and past performance is no guarantee of future results.

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