When it’s time to retire, being fully prepared is essential. To make the most of your retirement, you need a clear understanding of your options and a solid plan of action. But you don’t have to do it alone—success comes from the right combination of guidance and expertise. That’s exactly what Eder Financial and Edelman Financial Engines provide.
Edelman Financial Engines is Eder’s trusted partner when it comes to financial planning. EFE provides three levels of service. The free self-help option gives members access to online advice to independently allocate their investments. Two discounted, fee-based service levels are also available: Professional Management and Personal Advisor. With these options, EFE takes over managing the account.
They offer a patented, sophisticated investment management approach designed to coordinate all aspects of one’s financial life. From tax-smart investments to estate planning, insurance, and mortgages, EFE provides comprehensive wealth planning solutions tailored to individual needs.
But there is more to consider than being sure you have the right investments, and this is where the team at Eder can help. We offer education, not advice, on things members can do to meet their retirement goals. Eder helps one think about how much money they'll need, how they want to receive it, what things they’ll want to do in retirement, and what quality of life they’ll want. And when advice is requested, we refer members to EFE or a certified financial planner.
When Eder Retirement Plan members near retirement, our staff explains the member's distribution options to help them know the benefits. We ask questions to foster thought that will help members make the best decisions.
Planning for retirement is an important chapter of life, so it’s crucial to ensure you have the right support to make informed decisions. If you are a member of Eder Retirement Plan, email retirement@eder.org if you want to discuss your retirement goals and learn more about what the plan offers. Together, Eder Financial and Edelman Financial Engines are here to unlock your best retirement, partnering with you to make sure your future is everything you’ve planned for and more.
