For press or media-related questions please contact the Financial Engines PR Team.

prteam@financialengines.com or call (408) 498-6020


2016 Press Releases

Middle-Income Americans’ Financial Plans Lagging, Financial Engines Study Finds

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Financial Engines Now Serving More than 1 Million Managed Account Clients

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Financial Engines Chief Financial Officer Ray Sims to Retire

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Financial Engines Reports Third Quarter 2016 Financial Results

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Financial Engines Expands Services to Deliver Unbiased, Comprehensive Financial Help to Millions of Working Americans

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Financial Engines Reports Second Quarter 2016 Financial Results

Financial Engines (NASDAQ: FNGN), America’s largest independent investment advisori , today reported financial results for its second quarter ended June 30, 2016.

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Financial Engines Reports First Quarter 2016 Financial Results

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Financial Engines Applauds the U.S. Department of Labor’s Conflict of Interest Rule

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A Set-It-and-Forget-It Retirement? Not Exactly…

Financial Engines Study Shows Wide Misuse of Target-Date Funds Driven by Investor Overconfidence and Desire for Greater Diversification

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Financial Engines Reports Inducement Grant under NASDAQ Listing Rule 5635(c)(4)

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Financial Engines Reports Fourth Quarter and Full Year 2015 Financial Results

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Financial Engines Completes Acquisition of The Mutual Fund Store

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Financial Engines Announces Updates to Its Social Security Planner to Reflect Changes in the Bipartisan Budget Act of 2015

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2015 Press Releases

Financial Engines to Acquire The Mutual Fund Store to Expand Independent Advisory Services for 401(k) Plan Participants

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Financial Engines Reports Third quarter 2015 Financial Results

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Majority of 401(k) Participants Want to Work with a Financial Advisor, Yet Barriers Persist, Financial Engines Survey Shows

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Financial Engines Expands Access to Its Investment Advisors

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Financial Engines’ Christopher Jones testifies in support of the DOL’s Conflict of Interest Rule

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Wells Fargo to offer Financial Engines’ independent advisory services to 401(k) clients

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Financial Engines Reports Second Quarter 2015 Financial Results

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Financial Engines’ CEO Lawrence Raffone a Panelist at the White House Conference on Aging

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Financial Engines Partners with the Social Security Administration to Simplify Retirement Planning

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Americans Likely Leaving $24 Billion in Unclaimed 401(k) Company Matching Contributions on the Table Annually, Financial Engines Finds

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Financial Engines Reports First Quarter 2015 Financial Results

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Total Assets in Employer Retirement Plans Offering Financial Engines Exceed $1 Trillion

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Financial Engines Reports Fourth Quarter and Full Year 2014 Financial Results

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Financial Engines Increases Quarterly Dividend

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2014 Press Releases


2013 Press Releases

Financial Engines Reports Third Quarter 2013 Financial Results

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100th Contract Signed for Financial Engines Income+

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Financial Engines Reports Second Quarter 2013 Financial Results

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Financial Engines Expands Retirement Help To Include IRA Management

SUNNYVALE, CA – May 8, 2013 – Financial Engines (NASDAQ:FNGN), America’s largest independent registered investment advisor, today announced it is expanding its services to include management of Individual Retirement Accounts (IRAs).  IRA management includes access to Financial Engines’ retirement income…

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Financial Engines Reports First Quarter 2013 Financial Results

FNGN_1Q13_Earnings_Release_20130507

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2012 Press Releases

Financial Engines Appoints Paul Gamble To Executive Vice President Of Distribution And Institutional Services

SUNNYVALE, CA – December 4, 2012 – Financial Engines® (NASDAQ: FNGN), America’s largest independent registered investment advisor, today announced the promotion of Paul Gamble, 43, to the position of Executive Vice President of Distribution and Institutional Services. In his new…

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Financial Engines Promotes Larry Raffone To President

SUNNYVALE, Calif.–(BUSINESS WIRE)– Financial Engines® (NASDAQ: FNGN), America’s largest independent registered investment advisor, today announced the promotion of Larry Raffone, 48, to the position of President of Financial Engines. In his new position, Raffone continues to report to Financial Engines’…

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Financial Engines Reports Third Quarter 2012 Financial Results

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Financial Engines Income+ Solution Gains Momentum

NEW YORK – October 10, 2012 – Financial Engines® (NASDAQ: FNGN), America’s largest independent registered investment advisor,today announced strong demand for its Income+ solution with more than 50 signed contracts, totaling over $79 billion in retirement assets to serve the…

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Financial Engines Enrolls 600,000th Managed Account Member

PALO ALTO, Calif.– June 13, 2012 – Financial Engines today announced it is now helping more than 600,000 American workers manage their 401(k) accounts through the company’s Professional Management service. The managed account service professionally manages workers’ 401(k) accounts and…

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Financial Engines Reports First Quarter 2012 Financial Results

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J. P. Morgan Launches Financial Engines® Income+ To 401(k) Clients

NEW YORK and PALO ALTO, Calif., May 8, 2012 – Financial Engines and J.P. Morgan Retirement Plan Services today announced that Financial Engines Income+ has been integrated into J.P. Morgan Retirement Plan Services’ 401(k) offering. Income+ is available as part…

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Financial Engines Reports Fourth Quarter and Full Year 2011 Financial Results

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2011 Press Releases

Financial Engines Reports Third Quarter 2011 Financial Results

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Mercer Rolls Out Financial Engines Income+ to 401(k) Clients

PALO ALTO, Calif. and NORWOOD, Mass., October 31, 2011 – Financial Engines and Mercer’s US Outsourcing business today announced that Financial Engines®Income+, the first retirement income solution designed specifically for 401(k) plans, has been rolled out to Mercer’s defined contribution…

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Financial Engines And The Pension Research Council Host Retirement Income Summit

PALO ALTO, Calif. October 4, 2011 – Financial Engines and the Pension Research Council (PRC) of the Wharton School today announced the agenda for the Financial Engines/PRC Retirement Income Summit, a daylong symposium taking place Oct. 4, 2011, in New…

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401(k) Participants Using Professional Investment Help Continue to Do Better Than Those Who Go it Alone

PALO ALTO, Calif. September 26, 2011 – According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not take advantage of help tools. The disparity between workers using…

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Financial Engines Reports Second Quarter 2011 Financial Results

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Financial Engines And The Pension Research Council Host Second Annual Retirement Income Summit

PALO ALTO, June 21, 2011 – Financial Engines and the Pension Research Council (PRC) today announced the agenda for the Financial Engines / PRC Retirement Income Summit taking place on June 21, 2011 in Chicago. The summit will highlight the…

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Baby Boomers’ Emotions Threaten Retirement Security, Financial Engines Analysis Shows

PALO ALTO, Calif. May 23, 2011 – Near-retirees and retirees are feeling uncertain about the future, fearful of poverty, not confident in their investing abilities, and distrustful of unscrupulous financial services and insurance firms, according to a new white paper…

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Financial Engines Reports First Quarter 2011 Financial Results

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Financial Engines Reports Fourth Quarter and Full Year 2010 Financial Results

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Financial Engines Announces Income+, The First Retirement Income Solution Designed Specifically For 401(k) Plans

NEW YORK, January 31, 2011 – Financial Engines (NASDAQ: FNGN), America’s largest independent registered investment advisor,1 today announced Financial Engines® Income+, the first retirement income solution designed specifically for 401(k) plans.  Income+2 is a new feature of Financial Engines’ managed…

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Financial Engines Appoints Robert Huret To The Board Of Directors

PALO ALTO, Calif. January 21, 2011 – Financial Engines (NASDAQ: FNGN) today announced the appointment of Robert Huret to its Board of Directors.  Mr. Huret will serve on both the audit and compensation committees.  The company also announced that C….

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2010 Press Releases

Financial Engines Reports Third Quarter 2010 Financial Results

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Most Americans Not On Track To Retire Due To Low Savings And Poor Investment Choices, Financial Engines Study Shows

PALO ALTO, Calif. October 4, 2010 – Feeling the squeeze of the economic downturn, three out of four 401(k) participants (72 percent) are likely not on track to meet retirement goals based on their current 401(k) balance, plan contributions, and…

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Financial Engines Cites Important Role Of Defined Contribution Plans And Plan Sponsors In Helping Participants Secure Lifetime Retirement Income

PALO ALTO, Calif., September 15, 2010 – Financial Engines, (NASDAQ: FNGN), the leading independent provider of investment management and advice to participants in retirement plans, called for plan sponsor involvement, flexibility and choice in the development of retirement income solutions…

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Financial Engines Reports Second Quarter 2010 Financial Results

Second Quarter 2010 Financial Results Revenue Increases 32% Year over Year to $25.6 Million PALO ALTO, Calif. – August 10, 2010 – Financial Engines (NASDAQ: FNGN), the leading independent provider of investment management and advice to employees in retirement plans,…

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Financial Engines Ranked The Largest Registered Investment Advisor (RIA) In America By Registered Rep.

PALO ALTO, Calif., August 9, 2010 – Financial Engines (NASDAQ: FNGN), the leading independent provider of investment management and advice to participants in retirement plans, today announced that it has been named the largest Registered Investment Advisor (RIA) in America…

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Financial Engines Hosts Retirement Income Summit

PALO ALTO, Calif., June 22, 2010 – Financial Engines (NASDAQ: FNGN), the leading independent provider of investment management and advice to participants in retirement plans, today announced the speakers presenting at the first ever Financial Engines Retirement Income Summit, hosted…

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Financial Engines Reports First Quarter 2010 Financial Results

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Financial Engines, Inc. Prices Initial Public Offering

PALO ALTO, California – March 16, 2010 – Financial Engines, Inc. today announced that it has priced its initial public offering of 10,600,000 shares of common stock.  Of the shares being offered, 5,868,100 shares are being sold by the company…

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Participants Using 401(k) Help Offered Through Their Employer Have Higher Returns

LINCOLNSHIRE, Ill. and PALO ALTO, Calif., January 25, 2010 – 401(k) plan participants using professional investment help provided by their employer—such as target date funds, managed accounts and online advice—experience better returns on their retirement investments than those who do…

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2009 Press Releases

Financial Engines Files Registration Statement For Proposed Public Offering

PALO ALTO, Calif., December 9, 2009 – Financial Engines, Inc. announced today that it has filed with the Securities and Exchange Commission a registration statement on Form S-1 for the proposed initial public offering of its Common Stock. Goldman, Sachs…

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Financial Engines Reaches $25 Billion In Managed Accounts

PALO ALTO, Calif., November 19, 2009 – Financial Engines, a leading provider of retirement help, today announced that it is now managing more than $25 billion in defined contribution assets through its managed account program. Close to 390,000 participants have…

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Financial Engines Hires Omar Aguilar As Vice President Of Portfolio Management

PALO ALTO, Calif., August 11, 2009 – Financial Engines, a leading provider of retirement help, today announced that it has hired Omar Aguilar as head of its Portfolio Management group, reporting to Chief Investment Officer Christopher Jones.  In his new…

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Financial Engines Managing Over $20 Billion In Retirement Assets

PALO ALTO, Calif., August 3, 2009 – Financial Engines, a leading provider of retirement help, today announced that it is now managing more than $20 billion in defined contribution assets through its managed account program.  More than 370,000 retirement investors…

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Financial Engines Launches Retirement Checkup To Help Near-retirees Recover From Market Downturn

PALO ALTO, Calif., June 22, 2009 – Financial Engines today introduced the Retirement Checkup, a simple and effective phone consultation with a Financial Engines Advisor focused on helping near-retirees update their Retirement Plan.  The service was designed in light of…

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Financial Engines Launches Broader Retirement Planning Help

PALO ALTO, Calif., June 3, 2009 – Financial Engines, a leading provider of independent retirement help, today announced the Financial Engines® Retirement Plan, a personalized statement that gives individualized advice to participants on investments, savings and retirement income.  The Retirement…

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Hewitt Associates Integrates Financial Engines Advisory Services Into Hewitt’s Administration Solution

INCOLNSHIRE, Ill and PALO ALTO, Calif., March 30, 2009 – Hewitt Associates and Financial Engines today announced their alliance to deliver integrated retirement advisory services. The new offering is designed to help participants in Hewitt’s clients’ plans improve their chances…

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Market Downturn Drives More Employees To Seek Retirement Help From Financial Engines

PALO ALTO, Calif., March 25, 2009 – Financial Engines, a leading provider of retirement help, today announced increased usage of its services in 2008 as more retirement plan participants turned to their services for help during the market turbulence. New…

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2008 Press Releases

Financial Engines Celebrates 10 Years Of Providing Advisory Services To America’s Employees

PALO ALTO, Calif., December 17, 2008 – Financial Engines, a leader in providing retirement help, just marked its 10-year anniversary of providing independent advisory services to employees planning for retirement. The company launched its first advice service in October 1998…

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With The Stock Market In Turmoil, What Should The 401(k) Investor Do?

PALO ALTO, Calif. October 9, 2008 – Down! Up! Down! Up! If investors have learned anything from the last two weeks on Wall Street, it’s that we’re in the midst of a period of whiplash-inducing volatility. So what are 401(k)…

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Financial Engines Hires Manjari Lewis As Executive Vice President Of Service Delivery

PALO ALTO, Calif. September 8, 2008 – Financial Engines, a leading independent investment advisor providing personalized retirement help, today announced that it has hired Manjari Lewis as Executive Vice President of Service Delivery. In her new role, Manjari is responsible…

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Tips For Automatic 401(k) Plan Participants: Let The Professionals Do It For You, But Stay Engaged In Your Retirement Future

PALO ALTO, Calif. August 20, 2008 – Two years ago, President Bush signed the Pension Protection Act into law, ushering in a new era for self-directed retirement plans by encouraging companies to implement the automatic 401(k). In the years following,…

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Financial Engines Issues National 401(k) Evaluation: How Well Are Americans Handling Their 401(k)s?

PALO ALTO, Calif. May 12, 2008 – Financial Engines, a leading provider of independent investment advice and managed accounts, today released The Financial Engines National 401(k) Evaluation, a new report that assesses nearly one million 401(k) participant portfolios (964,118) to…

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Financial Engines’ Chief Investment Officer Authors New Book –the Intelligent Portfolio: Practical Wisdom On Personal Investing From Financial Engines

PALO ALTO, Calif. May 7, 2008 – Financial Engines, a leading provider of independent investment advice and managed accounts, today announced the release of a new book authored by Christopher L. Jones, Financial Engines’ Chief Investment Officer, titled, THE INTELLIGENT…

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Sixty-percent Of Participants Have Their 401(k) Professionally Managed When It’s “Automatic”

PALO ALTO, Calif. April 21, 2008 – Financial Engines, a leading provider of independent investment advice and managed accounts, today issued data showing that when plan sponsors automatically enrolled existing retirement plan participants into a managed account program, an average…

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Financial Engines Doubles Managed Accounts Business Again In 2007

PALO ALTO, Calif. February 12, 2008 – Financial Engines, a leading provider of independent investment advice and managed accounts to defined contribution plans, today announced that the company’s managed accounts business grew more than 100 percent in 2007, marking the…

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2007 Press Releases

Standard Register Selects Financial Engines To Provide Managed Accounts To Help Both Existing And New Employees Invest For Retirement

PALO ALTO, CALIF., November 27, 2007 – Financial Engines today announced that Standard Register, a leading document services provider, has made Financial Engines’ professionally managed 401(k) account program the default investment option for its 3,500 employees. The decision to automatically…

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Financial Engines Introduces New Qualified Default Pricing For Managed Accounts

PALO ALTO, Calif., November 14, 2007 – Financial Engines, a leading provider of independent investment advice and managed accounts to defined contribution plans, today announced a new Qualified Default Pricing Schedule for the growing number of companies and organizations choosing…

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Financial Engines Reaches $15 Billion In Managed Accounts

PALO ALTO, Calif. November 6, 2007 – Financial Engines, a leading provider of independent investment advice and managed accounts to 401(k) plans, today announced that it is now managing more than $15 billion in 401(k) assets in managed accounts-up from…

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Financial Engines Executives Available To Discuss Final Department Of Labor (DOL) Regulation On Qualified Default Investment Alternatives

PALO ALTO, Calif., October 24, 2007 – The Department of Labor (DOL) today finalized their much anticipated guidelines on appropriate investment defaults for 401(k)s. The guidance is important because it provides a safe-harbor for employers who select default investment options…

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Financial Engines Signs 200th Managed Account Sponsor

PALO ALTO, Calif., October 9, 2007 – Financial Engines, a leading provider of independent investment advice and managed accounts to 401(k) plans, today announced that it has signed its 200th managed account plan sponsor. The 200 employers that are working…

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Mercer HR Services And Financial Engines Expand Alliance To Provide Professionally Managed Accounts To Participants

NORWOOD, Mass. And PALO ALTO, Calif., September 5, 2007 – Mercer HR Services and Financial Engines, Inc. today announced an expanded alliance to provide Financial Engines’ full suite of advisory services to Mercer HR Services’ clients. In addition to online…

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Financial Engines Hires Debbi Behrman As Vice President Of Human Resources

PALO ALTO, Calif., June 29, 2007 – Financial Engines, Inc., a leading provider of independent investment advice and managed accounts to 401(k) plans, today announced that it has hired Debbi Behrman as vice president of human resources. In her new…

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Financial Engines Named One Of The Red Herring 100 Spring 2007

PALO ALTO, Calif., June 27, 2007 – Financial Engines, Inc., a leading provider of independent investment advice and managed accounts to 401(k) plans, today announced that it has been named a recipient of Red Herring 100 Spring, an award given…

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Financial Engines Reaches $10 Billion In Managed Accounts As Companies Update 401(k) Plan Design

PALO ALTO, Calif., May 2, 2007 – Financial Engines, a leading provider of independent investment advice and managed accounts to 401(k) plans, today announced that it now has more than $10 billion in assets under management (AUM) in managed accounts….

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Financial Engines’ Managed Accounts Business More Than Doubles In 2006

PALO ALTO, Calif., January 23, 2007 – Financial Engines, a leading provider of personalized 401(k) portfolio management and investment advisory services, today announced that the company’s managed accounts business grew more than 100 percent in 2006. Seventy-five new large plan…

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2006 Press Releases

Financial Engines Entrusted To Manage $7 Billion In Managed Accounts

PALO ALTO, Calif. November 6, 2006 – Financial Engines today announced that 401(k) participants have entrusted the company with $7 billion in assets under management (AUM) in managed accounts, attracting more than $1 billion in new assets in the last…

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Financial Engines Fifth Fastest Growing Asset Manager In U.S. With Over $6 Billion In Assets

PALO ALTO, Calif. October 4, 2006 – Financial Engines, Inc. today announced that it has crossed the $6 billion milestone in assets under management (AUM) in managed accounts within two years of first offering the service. According to research firm…

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Financial Engines Executives Available To Discuss New Pension Reform Legislation And How It Affects The Future Of 401(k) Plans

PALO ALTO, Calif. August 6, 2006 – Congress just sent a comprehensive pension reform bill to the president that will have significant implications for both defined benefit and defined contribution plans. On the subject of 401(k) plans, the legislation addresses…

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Financial Engines Reaches $5 Billion In Assets Under Management In Managed Accounts

PALO ALTO, Calif. August 2, 2006 – Financial Engines, Inc. today announced that it has over $5 billion in assets under management (AUM) in managed accounts. Financial Engines now provides managed accounts to over 70,000 participants. “Managed accounts are currently…

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New Academic Research Suggests That Different Advisory Services Appeal To Different Employee Segments

PALO ALTO, Calif. March 30, 2006 – Since the creation of the 401(k) plan, employers have been experimenting with new ways to help employees save more and make the right retirement investment decisions. They’ve offered extensive investment education, online advice…

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2005 Press Releases

Financial Engines Crosses $3 Billion Mark In Assets Under Management

PALO ALTO, Calif. November 30, 2005 – Financial Engines, Inc. today announced that it has reached $3 billion in assets under management in its managed account program, up from $1 billion at the beginning of the year. To date, Financial…

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T. Rowe Price Expands Retirement Plan Advice Platform With Managed Accounts And Personalized Statements From Financial Engines

BALTIMORE, November 9, 2005 – Plan sponsors of 401(k) and other retirement plans are increasingly looking for a variety of services that will help their employees make smarter retirement planning decisions and achieve their retirement savings goals. To give plan…

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Alcoa Rolls Out Financial Engines’ Managed Account Program To 42,000 Employees

PALO ALTO, Calif. July 11, 2005 – Financial Engines, Inc. announced today that 42,000 Alcoa employees now have the Financial Engines Personal Asset Manager program available to them. Alcoa employees who would rather have a professional manage their 401(k) Savings…

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JPMorgan Retirement Plan Services to Offer Financial Engines’ Managed Account Program

Kansas City, MO, and Palo Alto, CA, February 23, 2005 – JPMorgan Retirement Plan Services (JPMorgan) today announced that it has selected Financial Engines as its managed account provider. JPMorgan will use Financial Engines to provide a highly personalized managed…

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Employees Entrust Financial Engines With $1 Billion In Assets Under Management

PALO ALTO, Calif. February 22, 2005 – Financial Engines, Inc. announced today that in the last 14 weeks of 2004 it reached $1 billion in assets under management in its managed account program. Two employers completed initial enrollment campaigns and…

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Mellon Financial Corporation Teams With Financial Engines, Inc. To Provide Personalized Portfolio Management For 401(k) Investors

RIDGEFIELD PARK, N.J. and PALO ALTO, Calif., January 12, 2005 – Mellon Financial Corporation’s Human Resource & Investor Solutions (HR&IS) business and Financial Engines, Inc. today announced an alliance to offer the Personal Asset Manager – a program to provide…

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2004 Press Releases

Alcoa Offers Plan Participants Financial Engines’ Investment Advice And Portfolio Management

PALO ALTO, Calif. October 27, 2004 – Financial Engines, Inc. announced today that Alcoa will offer Financial Engines’ investment advice and portfolio management to help its 42,000 plan participants manage their 401(k) plan assets. Alcoa’s 401(k) retirement plan participants will…

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Vanguard To Provide Personalized Portfolio Management To 401(k) Plan Participants

VALLY FORGE, PA, April 28, 2004 – The Vanguard Group today announced that it will provide an objective, personalized investment advice and portfolio management service for participants in employer-sponsored retirement plans. The new service, called the Vanguard® Managed Account Program,…

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Fiduciary Concerns Draw More Clients To Financial Engines In 2003

PALO ALTO, Calif., March 31, 2004 – Financial Engines Inc. announced today that the company grew its client base to 980 plan sponsors and increased the number of participants served by 29 percent to over 3.8 million in 2003. This…

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2003 Press Releases

Financial Engines® Introduces Personal Asset Manager For 401(k) Investors

PALO ALTO, Calif., October 13, 2003 – Financial Engines, Inc. today introduced its Personal Asset Manager program, a personal portfolio management program designed for employees who would rather have an independent expert manage their 401(k) savings for them. The program…

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People’s Securities, Inc. Piloting The Financial Engines Professional Advisor

PALO ALTO, Calif., September 3, 2003 – Financial Engines today announced that People’s Securities, Inc., a subsidiary of People’s Bank, the largest state-chartered bank in Connecticut, is piloting the Financial Engines Professional Advisor with a select number of its financial…

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Former Cerulli Associates Executive Brings Expertise in Sales Strategies, Client Relations and Project Management to Leading Advice Provider

PALO ALTO, Calif., July 16, 2003 – Financial Engines, Inc. today announced that Kelly O’Donnell has joined the company as a director of marketing. O’Donnell was formerly director of consulting services for Cerulli Associates, Inc., a Boston and London-based research…

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Vanguard First To Combine Financial Engines’ Advisory Service With Transaction & Data Aggregation Capabilities For Employees

Valley Forge, PA and PALO ALTO, Calif., June 5, 2003 – The Vanguard Group today announced that it has rolled out transaction and data aggregation capabilities to retirement plan participants whose employers provide access to the Financial Engines investment advisory…

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Financial Engines’ Advice Impact Data Show Improvement In Employees’ Retirement Planning

PALO ALTO, Calif., May 14, 2003 – Financial Engines, Inc. today announced that results from its Q1 2003 advice impact data show that access to employer sponsored investment advice is helping employees nationwide prepare for a more secure retirement. Financial…

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American Century Introduces Rollover Advisor Service Powered By Financial Engines

KANSAS CITY, Mo. and PALO ALTO, Calif., March 19, 2003 – American Century Investments, together with Financial Engines, Inc., today announced its new Rollover Advisor service. Rollover Advisor combines the expertise and personal touch of American Century’s Rollover Advice Specialists…

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TD Waterhouse Institutional Services First To Make Financial Engines’ Monte Carlo Simulation Capabilities Available To Registered Investment Advisors

LOS ANGELES, Calif., February 6, 2003 – TD Waterhouse will offer Financial Engines Professional AdvisorTM service for financial advisors beginning in the second quarter of 2003, J. Thomas Bradley, Jr., President, TD Waterhouse Institutional Services, announced today at the company’s…

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General Motors Selects Financial Engines To Provide Investment Advice To 100,000 Participants In The GM Savings Plan

PALO ALTO, Calif., February 3, 2003 – Financial Engines, Inc. today announced that General Motors Corp. (GM), the world’s largest vehicle manufacturer, has selected Financial Engines as its online 401(k) investment advice provider. Personalized advice from Financial Engines started to…

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Financial Engines’ Investment Advice Gains Ground In 2002

PALO ALTO, Calif., January 15, 2003 – Financial Engines, Inc. announced today the company added more than 200 new plan sponsor clients in 2002, increasing the total number of employer clients to over 850 and the total number of participants…

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2002 Press Releases

Financial Engines Introduces The Next Generation Of Workplace Investment Advice

PALO ALTO, Calif., November 20, 2002 – Financial Engines® today introduced two new QuickSolve solutions and printed Personal Statements to make investment advice delivered through the workplace faster, easier and more convenient. Financial Engines’ next generation of advice, based on…

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Financial Engines Introduces IRA Rollover, New Money And Rebalance Quicksolve Solutions

PALO ALTO, Calif., September 3, 2002 – Financial Engines today announced that it has enhanced its advice technology platform to include QuickSolve Solutions, advice modules that enable advisors using the Financial Engines Professional Advisor to easily provide specific investment recommendations…

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Financial Engines Founder William F. Sharpe To Participate In President’s Economic Forum

PALO ALTO, Calif., August 13, 2002 – Financial Engines, Inc. announced that its founder and chairman, William F. Sharpe, will participate today in the President’s Economic Forum, hosted by President George W. Bush at Baylor University in Waco, TX. Sharpe…

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Leading Global Law Firm Hires Financial Engines® To Provide Personalized Investment Advice To Partners And Employees

PALO ALTO, Calif., July 22, 2002 – Financial Engines, Inc. today announced that leading global law firm Baker & McKenzie has selected Financial Engines Direct Access service to assist its 1,200 U.S. based attorneys and employees with their investment decisions….

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Citistreet To Take Fiduciary Responsibility And Provide First Fully Integrated, Un-biased Advice To Retirement Plan Participants, Powered By Financial Engines

QUINCY, Mass., and PALO ALTO, Calif., June 10, 2002 – In a move that signals a new direction for investment advice following a key Department of Labor opinion, CitiStreet announced today it will be the first benefits provider to offer…

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Financial Engines, Inc. Adds Cadence Design Systems, Inc. To Its Growing List Of Clients

PALO ALTO, Calif., May 29, 2002 – Financial Engines, Inc. today announced that Cadence Design Systems Inc. has elected to provide its nearly 4,000 employees with Financial Engines investment advice on 401(k) and other tax-deferred investments. Cadence chose to offer…

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Financial Engines’ Data Shows Advice Helps 401(k) Investors Make Informed Decisions

PALO ALTO, Calif., May 21, 2002 – Financial Engines, Inc. today announced that employers offering Financial Engines’ advisory services to employees are seeing positive results with regard to adoption, participant decisions about savings, diversification and risk, and participant retirement security….

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Florida Retirement System Launches Choice Program Powered By Financial Engines To First 460,000 State Employees

PALO ALTO, Calif., April 23, 2002 – Financial Engines, Inc. today announced that the Florida Retirement System (FRS) has launched its new Choice Program powered by Financial Engines. The Choice Program enables Florida state employees to choose between two FRS…

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JCPenney Provides Its 160,000 401(k) Investors With Financial Engines Investment Advice

PALO ALTO, Calif., April 9, 2002 – Financial Engines, Inc. today announced that JCPenney has selected the Financial Engines Investment Advisor® service to provide investment advice to its 160,000 associates who are eligible to contribute or hold a balance in…

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Financial Engines® Serves Up 401(k) Investment Advice To 35,000 United Technologies Corporation Employees

PALO ALTO, Calif., February 19, 2002 – Financial Engines, Inc. today announced that United Technologies Corporation (UTC) has selected the Financial Engines Investment Advisor® service to provide online 401(k) investment education and advice to 35,000 Savings Plan participants. A key…

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Financial Engines® Customer Base Grows To 650 Plan Sponsor Clients Serving Over 1.9 Million Employees In 2001

PALO ALTO, Calif., February 11, 2002 – Financial Engines, Inc. today announced that in the year 2001 the company’s customer base grew over 150%, from 253 plan sponsors to 650 plan sponsors. Consequently, the number of employees with access to…

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Financial Engines® To Provide Outcomes-based Investment Advice To HP Employees

PALO ALTO, Calif., January 15, 2002 – Financial Engines, Inc. today announced that it will provide outcomes-based investment advice on 401(k) and other tax-deferred investments for Hewlett-Packard Company employees. Financial Engines provides personal advisory services based on proven investment principles…

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2001 Press Releases

Northern Trust Retirement Consulting And Financial Engines® First To Integrate Defined Benefit Calculation Results With Advice

Chicago, IL and PALO ALTO, CA, October 22, 2001 – Northern Trust Retirement Consulting, L.L.C. (NTRC), a wholly owned subsidiary of Northern Trust Corporation (NASDAQ: NTRS) and Financial Engines announced today that plan sponsors working with NTRC and Financial Engines…

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Financial Engines® To Provide Best In Class Advice To J.P. Morgan/American Century Plan Sponsors

KANSAS CITY, Mo. and PALO ALTO, Calif., October 10, 2001 – J. P. Morgan/ American Century Retirement Plan Services and Financial Engines announced today that the Financial Engines service will be offered to J. P. Morgan/ American Century’s 180 plan…

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Financial Engines® First To Offer Tax-smart Advice Platform

PALO ALTO, Calif., July 24, 2001 – Financial Engines, the leading provider of investment advisory services to the workplace and to financial institutions, today announced that it has expanded its service to provide advice on taxable brokerage accounts. Financial Engines’…

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Financial Engines® And Northern Trust See Strong Demand For Investment Advice

PALO ALTO, Calif., July 11, 2001 – In a continued effort to provide high-quality investment advice to the workplace, Financial Engines today announced that it has contracted with three more Northern Trust Retirement Consulting (NTRC) plan sponsors. Dow Corning Corporation,…

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Financial Engines® To Provide Financial Guidance To 650,000 Sunshine State Employees

TALLAHASSEE, Fla and PALO ALTO, Calif., July 9, 2001 – Today, the Florida State Board of Administration (FSBA), the investment manager of the State of Florida’s $100 billion pension plan, announced that Financial Engines’ investment education and guidance will be…

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Marshall & Ilsley Trust Company Teams With Financial Engines® To Deliver Investment Advice

MILWAUKEE, WI and PALO ALTO, Calif., June 28, 2001 – Marshall & Ilsley Trust Company (M&I) and Financial Engines announced today that the Financial Engines Investment AdvisorSM service will be available to Marshall & Ilsley Trust Company’s 750 plan sponsor…

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Nobel Prize-winning Economist Foresees More Tailored Investment Products Like “S&P 500 Without The Tech”

LOS ANGELES, May 24, 2001 – William F. Sharpe, Nobel laureate and co-founder and chairman of Financial Engines, Inc., told an international gathering of investment professionals in Los Angeles Monday that he foresees new individualized investment products being created to…

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Online Investment Advice Now Available For Nestle USA Employees Through Financial Engines®

PALO ALTO, Calif., May 8, 2001 – Financial Engines will provide online investment education and advice services for Nestlé USA following its selection by the Glendale – based food and beverage company to assist 17,000 eligible employees in making sound…

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Citistreet Rollover IRA Advice Service And Citistreet Advisors To Be Powered By Financial Engines®

BOSTON and PALO ALTO, Calif., April 23, 2001 – Financial Engines, Inc. and CitiStreet today announced that CitiStreet’s rollover IRA advisory services will be powered by Financial Engines. CitiStreet will offer access to the Financial Engines advisory service through the…

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Northern Trust Retirement Consulting and Financial Engines® on Track to Provide Financial Advice to Approximately a Quarter Million Investors in 2001

Chicago, IL, March 9, 2001 – Northern Trust Retirement Consulting, LLC, (NTRC), a wholly owned subsidiary of Northern Trust Corporation (NASDAQ: NTRS), and Financial Engines, a leading provider of investment advisory services started by Nobel Prize-winning economist William F. Sharpe,…

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Vanguard to be First to Offer Financial Engines’ Advice Platform to Both Employer Retirement Plans and Retail Investors

VALLEY FORGE, PA and PALO ALTO, CA, March 1, 2001 – The Vanguard Group and Financial Engines, Inc. announced today that they have entered into a strategic relationship to provide investment advice powered by Financial Engines to Vanguard clients. Vanguard…

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Metlife Resources Offers Access To Online Investment Advice Through Financial Engines®

PALO ALTO, Calif..–(BUSINESS WIRE)–, January 16, 2001 – MetLife Resources, a division of Metropolitan Life Insurance Company, and Financial Engines, Inc. announced today that Financial Engines’ investment advisory service is available to 403(b), 401(a) and 401(k) plan participants in the…

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Cbsmarketwatch.com To Offer Financial Engines® Portfolio ForecasterSM Service

PALO ALTO, Calif., January 10, 2001 – MarketWatch.com, Inc. (NASDAQ: mktw), the leading interactive financial media company, and Financial Engines today announced an agreement to provide Financial Engines’ sophisticated portfolio forecasting and access to personalized advice to users of CBS…

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Financial Engines® Hires Larry Raffone To Extend Its Wealth Management Platform To Financial Professionals

PALO ALTO, Calif., January 9, 2001 – Financial Engines, Inc., a recognized leader in online investment advice, today announced the appointment of Larry Raffone as the company’s new executive vice president of Distributed Services. Raffone joins Financial Engines from Fidelity…

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2000 Press Releases

AIG Provides Financial Engines® Investment Advice To Its Employees

PALO ALTO, Calif., December 20, 2000 – Financial Engines has announced that American International Group, Inc. (NYSE:AIG) has selected Financial Engines to provide online investment advice to eligible U.S. employees. AIG, the leading U.S.-based international insurance and financial services organization…

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Financial Engines® Offers Latest Technology To Motorola Employees

PALO ALTO, Calif., December 11, 2000 – Financial Engines, Inc. announced today that Motorola, Inc. (NYSE: MOT) has agreed to provide its employees with the Financial Engines Investment AdvisorSM service. Motorola expects to offer Financial Engines’ online investment advice to…

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Rice University Selects Financial Engines® As Back To School Gift For Employees

PALO ALTO, Calif., November 21, 2000 – Financial Engines, Inc. today announced that Rice University, one of the nation’s leading teaching and research universities, started the school year by making available the Financial Engines service to 2,200 of the university’s…

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Fleetboston Allies With Financial Engines® To Deliver Online Investment Advice To Retirement Plan Participants

BOSTON, MA. and PALO ALTO, CA., November 13, 2000 – FleetBoston Financial Corporation and Financial Engines, Inc. announced today that Fleet Retirement Plan Services has selected Financial Engines to provide online investment advice to participants of their defined contribution clients….

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New Financial Engines® Site Design Provides Additional Paths To Online Advice

PALO ALTO, Calif., November 6, 2000 – Financial Engines, Inc. today unveiled the latest version of the Financial Engines Investment Advisor service designed for increased flexibility and ease of use to meet investors’ needs across all levels of sophistication. The…

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Transamerica Retirement Services Teams With Financial Engines® To Provide Online Investment Advice To Retirement Plan Participants

LOS ANGELES and PALO ALTO, Calif., November 1, 2000 – Transamerica Retirement Services and Financial Engines, Inc. announced today that the Financial Engines Investment AdvisorSM service will be available to Transamerica’s defined contribution participants. Participants will be able to reach…

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eAdvisor® Investment Advice To Be Powered By Financial Engines® Technology

PALO ALTO and MENLO PARK, Calif., October 5, 2000 – Financial Engines, Inc. and eAdvisor® , a joint venture between E*TRADE Group, Inc. (NASDAQ: EGRP) and Ernst & Young LLP, today announced that the Financial Engines Advice ServerTMplatform has been…

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Financial Engines® Adds Forecasting Capability To Go2net’s Silicon Investor

PALO ALTO, Calif., September 14, 2000 – Financial Engines®, Inc., today announced that its personalized portfolio forecasting service is now available on Go2Net’s Silicon Investor (www.siliconinvestor.com), the Internet’s premier personal finance discussion and information community. Investors who track portfolios on…

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Boise Cascade Selects Financial Engines® To Make Investment Advice Available To Savings Plan Participants

PALO ALTO, Calif., August 31, 2000 – Financial Engines, Inc. today announced that Boise Cascade Corporation (NYSE: BCC) has selected Financial Engines to offer online investment advice to its 24,000 eligible 401(k) plan participants. The Financial Engines Investment AdvisorSM service…

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American Companies Report: Employees Not Prepared To Make Their Own Retirement Investment Decisions

PALO ALTO, Calif., August 30, 2000 – Information is power, and a lack of information and advice is leaving American employees ill-equipped in making sound retirement investment decisions, according to a recent survey of human resource and financial managers conducted…

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Financial Engines Extends Its Reach As It Rolls Out Three New Plan Sponsors

PALO ALTO, Calif., August 17, 2000 – Enabling American employees to gain control and peace of mind over their financial futures, Financial Engines today announced three new agreements with companies to provide online investment advice. Brown and Caldwell, Castrol, and…

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Financial Engines® Links With Affinity Communities To Meet Increased Demand For Advice

PALO ALTO, Calif., June 22, 2000 – Financial Engines today announced the launch of its institutional affinity-linking program to make the Financial Engines Investment AdvisorSM service accessible through investment-themed Web communities. The affinity-linking program already has more than a dozen…

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Independence Day Arrives Early For Federal Employees Thanks To Financial Engines®

PALO ALTO, Calif., June 12, 2000 – Financial Engines today announced the expansion of the Financial Engines Investment AdvisorSM service to include the Thrift Savings Plan or TSP, the defined contributions retirement plan for Federal government employees. This unique service…

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The Principal Financial Group® Teams With Financial Engines® To Deliver Online Investment Advice To Millions Of Retirement Plan Members

(DES MOINES, Iowa and PALO ALTO, Calif.) June 6, 2000 – The Principal Financial Group® and Financial Engines, Inc. today announced that the Financial Engines Investment AdvisorSM service will be available to defined contribution plan members serviced by the Principal…

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Visa Selects Financial Engines® To Help Take Employees Further In Retirement

FOSTER CITY and PALO ALTO, Calif., May 2, 2000 – Financial Engines today announced that Visa, the world’s leading payment brand, is making available the Financial Engines Investment AdvisorSM service to 4,000 eligible 401(k)-plan participants. Visa is the first in…

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Joining For A Bright Tomorrow: The Clorox Company Selects Financial Engines Investment Advisor® Service For Its Employees

OAKLAND and PALO ALTO, Calif, April 20, 2000 – Financial Engines® today announced that its Financial Engines Investment Advisor service has been made available to approximately 7,200 employees of The Clorox Company. Clorox, which manufactures and markets numerous popular household…

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T. Rowe Price Retirement Plan Services To Offer Financial Engines® Investment Advice To Plan Participants

BALTIMORE and PALO ALTO, Calif., March 23, 2000 – T. Rowe Price Retirement Plan Services, Inc. and Financial Engines, Inc. today announced that the Financial Engines Investment AdvisorSM service will be available to the 1,893 retirement plans and over one…

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Financial Engines® Launches Online Advice For All Tax-deferred Retirement Accounts

Service includes advice on IRAs and Fund Supermarkets from Merrill Lynch, E*TRADE, Charles Schwab, DLJ Direct and Fidelity PALO ALTO, Calif., March 1, 2000 – Financial Engines, Inc. today announced that its Financial Engines Investment AdvisorSM service has been extended…

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Financial Engines® Announces New Relationships To Begin The Year 2000

PALO ALTO, Calif., January 31, 2000 – Financial Engines, Inc. today announced several new relationships representing an increase in the reach of the Financial Engines Investment AdvisorSM service. New plan provider alliances are KeyCorp and Great West Life & Annuity…

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Financial Engines® Selected By Air Line Pilots Association To Provide Investment Advice To Its Alaska Airlines Pilot Group Members

PALO ALTO, Calif., January 18, 2000 – Financial Engines, Inc. today announced that the Alaska Airlines pilot group of the Air Line Pilots Association (ALPA) has selected the Financial Engines Investment AdvisorSM service to provide investment advice to its more…

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1999 Press Releases

Financial Engines® Closes $85 Million Strategic Financing Round Led By Oak Hill

PALO ALTO, Calif., December 16, 1999 – Financial Engines, Inc. today announced that it has closed its Series E round of financing, receiving $85 million in funding from twelve investors. Oak Hill Capital Partners, LP led the round, contributing $25…

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Financial Engines® Appoints Ray Sims Chief Financial Officer

Palo Alto, Calif., December 9, 1999 – Financial Engines, Inc., today announced the appointment of Raymond J. Sims as the company’s new Chief Financial Officer, effective immediately. Sims joins Financial Engines from Raychem Corporation. Sims will oversee finance, investor relations…

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Hallmark Selects Financial Engines® To Provide Online Investment Advice To Its Employees

PALO ALTO, Calif., November 29, 1999 – Financial Engines today announced that Hallmark Cards, Inc. – the world’s largest creator and manufacturer of greeting cards and personal expression products – has selected Financial Engines to provide online investment advice to…

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Alliance Benefit Group Selects Financial Engines® To Deliver Internet-based Investment Advice To 401(k) Participants

PITTSBURGH & PALO ALTO, California, November 18, 1999 – Alliance Benefit Group and Financial Engines, Inc. announced a strategic alliance today to provide on-line investment advice services for Alliance Benefit Group clients and their participants. The service, Financial Engines Investment…

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Prudential To Feature Financial Engines Investment Advisor® Service

NEWARK, N.J. & PALO ALTO, Calif., November 15, 1999 – Prudential Investment Retirement Services and Financial Engines®today announced that 401(k) plan participants who monitor their investments at www.prudential.com/retirement will be able to connect to the Financial Engines Investment Advisor service…

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America Online And Financial Engines® Announce Two-year, Multi-million Dollar Agreement

DULLES, Va. & PALO ALTO, Calif., November 4, 1999 – America Online, Inc. (NYSE: AOL), the world’s leading interactive services company, and Financial Engines, Inc. today announced a two-year agreement to provide Financial Engines’ sophisticated portfolio forecasting and personalized online…

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3COM® Selects Financial Engines To Provide Online Investment Advice To Its Employees

PALO ALTO, Calif., October 12, 1999 – Financial Engines, Inc. today announced that 3Com Corporation (Nasdaq: COMS) has selected Financial Engines to provide online investment advice to its approximately 10,000 eligible 401(k) plan participants. 3Com is the second largest networking…

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Financial Engines® Welcomes Garry Hallee To Management Team

PALO ALTO, Calif., October 7, 1999 – Financial Engines, Inc. today announced that it has named Garry Hallee to the position of vice president of engineering. Hallee oversees product development, quality assurance and service delivery for Financial Engines. Hallee was…

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Merck Selects Financial Engines To Provide Online Investment Advice To Its Employees

PALO ALTO, Calif., September 27, 1999 – Financial Engines, Inc. today announced that Merck & Co. Inc. (NYSE: MRK) has selected Financial Engines to provide online investment advice to its employees. Merck, listed at No. 37 on the Fortune 500…

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Scudder Defined Contribution Services Teams With Financial Engines To Bring Investment Advice To Retirement Plan Participants

BOSTON, MA and PALO ALTO, CA, August 2, 1999 – As the first retirement plan provider to bring access to investment advice to mid-market clients, Scudder Defined Contribution Services today announced it will team with Financial Engines, an Internet-based advisory…

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Northern Trust To Integrate Financial Engines’ Online Investment Advice Into Its Retirement Services Web Offerings

CHICAGO, Ill. and PALO ALTO, Calif., June 16, 1999 – The Northern Trust Company and Financial Engines, Inc. today announced that Northern Trust Retirement Consulting L.L.C. (NTRC) has selected Financial Engines to provide online investment advice to participants in its…

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Financial Engines’ Online Investment Advice Now Available Directly To Consumers

PALO ALTO, Calif., June 14, 1999 – Financial Engines, Inc. today announced that its online investment advisory service is now available directly to consumers through its web site, www.financialengines.com. Previously available only through employers, this direct access makes it possible…

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Financial Engines Welcomes Former Ebay Marketing Executive John Thibault To Management Team

PALO ALTO, Calif., June 10, 1999 – Financial Engines, Inc. today announced that it has named John Thibault to the position of vice president of marketing. Mr. Thibault will oversee all of the marketing functions for Financial Engines, including product…

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Financial Engines Closes $20 Million Round Of Venture Financing

PALO ALTO, Calif., June 3, 1999 – Financial Engines, Inc. today announced that it has closed its third round of financing, receiving over $20 million in funding from eight prominent investors. Amerindo Investment Advisors, Inc. and Pivotal Asset Management led…

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Merrill Lynch Selects Financial Engines To Deliver Internet-based Investment Advice To 401(k) Participants

PALO ALTO, CALIF., and PRINCETON, N.J., May 10, 1999 – Merrill Lynch and Financial Engines, an online investment advisor, today announced a strategic alliance through which Merrill Lynch will meet the increasing need for advice and guidance among its 401(k)…

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Air Line Pilots Association Offers Financial Engines Investment Advisor® Service To Its Employees

PALO ALTO, Calif., March 31, 1999 – Financial Engines Inc., a pioneering provider of online investment advice, today announced that the staff group of the Air Line Pilots Association (ALPA) has selected the Financial Engines Investment Advisor to provide them…

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1998 Press Releases

Financial Engines’ Investment AdvisorSM Now Available for 401(k) Plan Participants

PALO ALTO, Calif., October 26, 1998 – Financial Engines Inc., a pioneering provider of online investment advice, today introduced the Financial Engines Investment AdvisorTM, an Internet-based advisory service that provides personalized, institutional-quality investment advice for 401(k) plan participants. This new…

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Hewitt Associates to Integrate Financial Engines’ Investment Advisory Services into Its Defined Contribution Service Offerings

PALO ALTO, California, and LINCOLNSHIRE Illinois, October 26, 1998 – Hewitt Associates LLC, a global management consulting firm, and Financial Engines, Inc., a pioneering provider of online investment advice, today announced an agreement to jointly offer an integrated service featuring…

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Financial Engines Closes Second Round of Venture Financing

PALO ALTO, Calif., September 30, 1998 – Financial Engines, Inc. today announced that it has closed its second round of financing, receiving over $9 million in funding from four prominent venture capital firms. TTC Ventures was the newest investor, contributing…

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State Street Global Advisors Teams up with Financial Engines to Offer Advice Services to Retirement Plan Participants

BOSTON and PALO ALTO, Calif., September 15, 1998 – State Street Global Advisors (SSgA), the third largest investment management organization in the U.S., and Financial Engines, Inc., an Internet-based advisory firm founded by Nobel Laureate William F. Sharpe, announced today…

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Former U.S. Department of Labor Assistant Secretary Olena Berg Joins Financial Engines as a Senior Advisor and Member of the Board of Directors

PALO ALTO, Calif., August 24, 1998 – Financial Engines Inc. today announced that Olena Berg, former Assistant Secretary of Labor for the Pension & Welfare Benefits Administration, is joining Financial Engines as a senior advisor and member of the Board…

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Ernst & Young and Financial Engines to Offer Complete, Objective Investment Education and Advisory Services for Employees

NEW YORK and PALO ALTO, Calif., June 10, 1998 – In a move that joins the leader of personal financial planning education with the creator of Modern Portfolio Theory, Ernst & Young LLP and Financial Engines, Inc., announced today that…

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Financial Engines Announces the Addition of Five Clients with Assets in Excess of $200 Billion

PALO ALTO, Calif., May 18, 1998 – Financial Engines today announced that it has acquired the client base of William F. Sharpe Associates (WFSA). Those clients include the defined benefits plans of AT&T, CalPERS, Hewlett-Packard Company, Altria and United Technologies,…

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Financial Engines to Provide Internet-Based Advice for Individuals

Palo Alto, CALIF., February 23, 1998 – Financial Engines Inc. today announced plans to deliver institutional-quality investment advice to individuals over the Internet. Financial Engines was founded by economics Nobel Prize Laureate William F. Sharpe. The company will provide individuals…

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Notice To Readers: Financial Engines’ Press Releases, presentations and printed remarks are included on this website for historical purposes only. The information contained in these documents should be considered accurate only as of the date of the relevant document. This information may change over time; therefore, visitors to this web site should not assume that the information contained in these documents remains accurate at a later time. We do not have any current intention, and expressly disclaim any obligation, to supplement, update or revise any of the information in these documents.