Edelman Financial Engines Working with Principal® to Offer Comprehensive Financial Help to Employees

SANTA CLARA, Calif.–(BUSINESS WIRE)–Edelman Financial Engines, America’s top independent financial planning and investment advisor, has been selected by Principal Financial Group®, a global leader in retirement plan services, to offer personalized retirement advice and financial wellbeing guidance to select large employers on its recordkeeping platform. The relationship, which launched last month, adds to robust wellness offerings from Principal by providing access to Edelman Financial Engines’ national network of financial planners, for in-person and virtual advice in addition to a broad array of financial education tools and online advice.

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A recent Edelman Financial Engines survey found that 84% of workers1 would value a financial advice benefit from their employer. The relationship addresses this growing demand by complementing existing offerings through Principal to provide personalized retirement advice as well as guidance on day-to-day budgeting, debt management and dozens of other financial topics that affect long-term financial security. All advice will be offered by Edelman Financial Engines without conflict from product sales or commission-paid advisors.

“We’re honored to support over 10 million American workers on a journey towards greater financial wellbeing and retirement readiness,” said Kelly O’Donnell, Executive Vice President at Edelman Financial Engines and head of the firm’s workplace business. “Alongside Principal, a leader in providing best-in-class recordkeeping and wellness solutions, we have a great opportunity to further expand access to high-quality, independent financial help to more employers and their employees.”

Principal is a top three defined contribution recordkeeper and a leader in the industry, serving more than seven million retirement plan participants and individual clients.2

“Employers are continuing to search for solutions that help improve financial wellbeing for their workers and guide them in retirement planning,” said Jerry Patterson, senior vice president, Retirement and Income Solutions at Principal. “By utilizing Edelman Financial Engines services we’re able to help employers provide additional advice, educational resources and support, particularly during such a pivotal time in their employees’ financial planning.”

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by Barron’s,3 with 150+ offices across the country and entrusted by more than 1.2 million clients to manage more than $270 billion in assets.4 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. Visit us at www.EdelmanFinancialEngines.com.

About Principal Financial Group®

Principal Financial Group® (Nasdaq: PFG) is a global financial company with 17,000 employees5 passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we’re helping more than 34 million customers6 plan, insure, invest, and retire, while working to support the communities where we do business, improve our planet, and build a diverse, inclusive workforce. Principal® is proud to be recognized as one of the World’s Most Ethical Companies7, a member of the Bloomberg Gender Equality Index, and a Top 10 “Best Places to Work in Money Management8.” Learn more about Principal and our commitment to sustainability, inclusion, and purpose at principal.com.

Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-247-1737, member SIPC and/or independent broker/-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392.

© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.

1 “Closing the Financial Advice Gap”, Edelman Financial Engines white paper, 2019.

2 By number of 401(k) plans PLANSPONSOR Recordkeeping Survey, July 2020. Principal and Wells Fargo IRT combined Plansponsor.com data as of July 2020. Future market share is subject to change and will not be updated until next release of applicable data.

3 The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

4 As of March 31, 2021

5 As December 31, 2020

6 As December 31, 2020

7 Ethisphere Institute, 2021

8 Pensions & Investments, 2020

Contacts

Elise Lapham

Edelman Financial Engines

PRTeam@EdelmanFinancialEngines.com

OutBuro Voices Interview Larry Jacobson LGBT Entrepreneur Professional Adventurer Business Life Retirement Coach Out Gay Fisrt to Sail Around the World

Larry Jacobson – Adventurer, Author, Speaker, and Coach

During his six years circumnavigating the globe after departing corporate shores, Larry accumulated priceless and hard-won souvenirs — new insights on how to master your fears and limitations, persevere through the inevitable storms on the way to success, and live out your childhood dreams against all odds.

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Larry has the distinction of being the first out LGBT person to sail around the world flying a rainbow flag the entire way.

Larry’s dynamic recounting of his incredible experiences and the lessons he’s drawn from them shine a navigational beacon of inspiration for anyone who’s ever aspired to achieve great things in business or in life.

Larry on OutBüro >> https://www.outburo.com/profile/larryjacobson/

“Larry’s satisfaction comes from inspiring you to achieve your goals and make your grandest dreams and visions come true. Through his coaching, speaking, workshops, publications, and video programs, Larry has motivated people worldwide.

The Boy Behind the Gate:

How His Dream of Sailing Around the World Became a Six-Year Odyssey of Adventure, Fear, Discovery, and Love

Boy-Behind-the-Gate-Cover Larry Jacobson First Out LGBT professional sailor to sail around the world lgbtq entrepreneur life retirement business coach outburo

With his first mate and crew, amateur sailor Larry Jacobson embarked on a lifelong goal to circumnavigate the globe. The namesake boy behind the gate is a passionate romantic who, since childhood, yearned to discover what’s out there….

How do some people overcome fears and insecurities to manifest their dreams? What are the characteristics that allow them to completely transform their lives from one of stability to one of uncertainty and adventure? Don’t we all entertain ideas of reinventing ourselves, of having a chance to do it differently and by our own rules?

Willing to risk all, Jacobson spent six years sailing into the unknown where the unrelenting oceans served as a teacher of seamanship, personal strength, and perseverance.

In The Boy Behind the Gate, the author reveals those crucial steps that will motivate you to make your dreams come true. We are each given one great opportunity at life. What are you going to do with yours?

Sail into Retirement (or your passion at any point)

Not quite ready for personalized one-on-one coaching but want to still gain great advice with actionable exercises to create your plan? Sail into Retirement is then for you. The nine Course Modules contain 18 Interactive Videos, 21 Lessons, and Guided Coaching Worksheets in each lesson, that allow you to create your lifestyle plan on your own, at your own pace. The course is very affordable and provides so much to help you be ready for your next adventure in life.

The value of Sail Into Retirement is not only the information but also the system Jacobson uses in the online and personal coaching sessions. The lessons build on one another, in a logical order, which ensures you get the best results.  

From his graduate work in education at the University of California Berkeley, Jacobson understands the sequencing of learning and building a platform of knowledge step by step. He has developed Sail Into Retirement with your success in mind. You will end the course with a plan in hand.

Navigating Entrepreneurship

Online Course

How do you learn to be an entrepreneur?

Description

You can either learn it the hard way — the school of hard knocks — or you can learn it from someone who’s already been there. What’s your time worth? Why not leverage your time by using Larry Jacobson’s 20 years of experience?

Are you prepared to deal with the fears, risks, decision-making, changes, and loneliness of being an entrepreneur? Many of today’s classes, books, and audio programs fail to address these very real challenges.

This powerful course will help you thrive as an entrepreneur as the no-nonsense instruction comes from 20 years of real-world experience.

You’ll learn how to deal with the entrepreneurial roller coaster ride that can be tough and lonely at times. Larry Jacobson knows what you’re going through.

  • Do you consider yourself an entrepreneur?
  • Are you managing a one-person venture from home?
  • Are you new to a leadership position?
  • Do you have an online retail, coaching, or other service business? Or perhaps you own a brick and mortar store with employees?
  • Are you losing sleep because of your business life?
  • Do you worry about your business so much that it’s not as fun as you imagined?
  • Do you struggle with pending decisions?
  • Are you an employee working for someone else and want to move up the ladder?
  • Do you feel alone in your pursuit, wishing you had an advisor who understands the challenges you’re facing?

If you answered YES to any of these questions, read on….

After taking this course, you will:

• Increase your self-confidence as a leader of yourself and others.

• Turn your dreams into achievable, measurable goals.

• Reduce your stress level.

• Make your time more effective.

• Make decisions faster and easier.

• Never fear your fears again.

• Truly ENJOY being an entrepreneur! Who this course is for:

  • Most helpful for entrepreneurs and solopreneurs who wear many hats in their day to day work life.

What you’ll learn – Navigate the entrepreneurial roller coaster. Students will learn how to turn dreams into goals, how to analyze risks, how to make big decisions on their own, how to deal with change, how to use fear to their advantage, how to persevere, live with passion, lead others, and commit to success. Students will learn proven strategies for goal attainment in any business role.

Requirements

  • No pre-requisities required. Just a desire to succeed in your business and learn from someone who has succeeded as an entrepreneur.

Buoy Coaching

Buoy Coaching Larry Jacobson Retirement Planning Adventurer Life Coach LGBT Entrepreneur Guiding High Achievement Professional in their next life chapter OutBuro

Author and creator of the cutting-edge award-winning program, SAIL INTO RETIREMENT. Through an online interactive video classroom or VIP Private Retirement Coaching, Larry helps those at the top of their game ease out of their business and professional career to find their passion, combine it with their skills, expertise, and experience to create their next big step in life.

What are you going to do with your time in retirement? As a businessperson who has been going fast your whole life, we’ll make sure you don’t slam on the brakes and have nothing to do. After nine weeks of online classes or private coaching, you’ll have your Plan of Action for your next big step as you SAIL INTO RETIREMENT.

You’re used to doing what you do—whether it’s being a CEO, General in the army, nurse, or salesperson. Because you’ve done it for so long, and are good at what you do, it’s hard to imagine doing anything else, so you keep on doing the same thing. You say you love your work, but at this point in your life, you don’t know what else you could love doing after work ends. Are you concerned that a life of meaning might slip by? Is a life of true satisfaction slipping through your fingers right now? When will you bear the fruits of all of your hard work? Every day at work, you felt valued, needed, respected, and you contributed your knowledge. When that steady flow of interaction upon which you thrive dries up, how do you expect to transition to tending your roses without difficulty? Most people have difficulty with the transition and many fall into depression. It doesn’t have to be that way. Retirement doesn’t have to mean the end, but rather the beginning of renewal. Will you retire or renew? Financial vs. Non-Financial: Most people have a financial plan for retirement. Most do not have a non-financial plan. Maybe you have enough money to retire or perhaps you still need additional income. Either way, you’re still faced with the question of: How will you spend your days? Without a course to follow, it’s easy to drift aimlessly. Do you have a plan?


To connect with Larry find him on OutBüro here. https://outburo.com/profile/larryjacobson/

Join me and Larry on OutBüro, the LGBTQ professional and entrepreneur online community network for gay, lesbian, bisexual, transgender, queer, allies and our employers who support LGBTQ welcoming workplace equality focused benefits, policies, and business practices. https://www.OutBuro.com

Would you like to be featured like this? Contact the host Dennis Velco. https://outburo.com/profile/dennisvelco/