pages.financialengines.com Open in urlscan Pro
3.69.136.55  Public Scan

Form analysis
1 forms found in the DOM

Name: fe-enroll-form —

<form id="fe-enroll-form" name="fe-enroll-form" novalidate="" role="form" autocomplete="off">
  <div class="fe-form__header"> Enroll in Professional Management </div>
  <div class="fe-form__group fe-form__group--first-name">
    <div class="fe-form__label-wrapper">
      <label id="firstNameLabel" for="firstName">First name</label>
    </div>
    <div class="fe-form__field">
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="firstName" name="firstName" aria-describedby="enrollForm-firstName-error" data-required="true">
        <small class="fe-form__error" id="enrollForm-firstName-error">Please enter your first name.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--last-name">
    <div class="fe-form__label-wrapper">
      <label id="lastNameLabel" for="lastName">Last name</label>
    </div>
    <div class="fe-form__field">
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="lastName" name="lastName" aria-describedby="enrollForm-lastName-error" data-required="true">
        <small class="fe-form__error" id="enrollForm-lastName-error">Please enter your last name.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--zip-code">
    <div class="fe-form__label-wrapper">
      <label id="zipCodeLabel" for="zipCode">ZIP code</label>
    </div>
    <div class="fe-form__field">
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="zipCode" name="zipCode" maxlength="5" aria-describedby="enrollForm-zipCode-error" data-required="true" data-pattern="^\d{5}$">
        <small class="fe-form__error" id="enrollForm-zipCode-error">Please enter a valid Zip code.</small><span class="sr-only">Use the 5 digit Zip code that we have on file.</span>
      </div>
    </div>
    <div id="zipCodeHelp" class="fe-form__control-instruction">Use the Zip code that we have on file.</div>
  </div>
  <div class="fe-form__group fe-form__group--dob">
    <div class="fe-form__label-wrapper">
      <label id="dobLabel" for="dateOfBirth">Date of birth</label>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description"></div>
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="dateOfBirth" name="dateOfBirth" maxlength="10" placeholder="MM/DD/YYYY" aria-describedby="enrollForm-dateOfBirth-error" data-required="true" data-pattern="^\d\d?\/\d\d?\/\d{4}$">
        <small class="fe-form__error" id="enrollForm-dateOfBirth-error">Please enter a valid date of birth.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--ssn">
    <div class="fe-form__label-wrapper">
      <label id="lastFourSSNLabel" for="lastFourSSN">Last 4 digits of SSN</label>
      <div class="fe-form__description">
        <i class="fa fa-lock"></i>
        <span id="secureServerTextId">Secure Server</span>
      </div>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description">
        <i class="fa fa-lock"></i>
        <span id="secureServerTextId">Secure Server</span>
      </div>
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" type="password" id="lastFourSSN" name="lastFourSSN" maxlength="4" autocomplete="off" aria-describedby="enrollForm-lastFourSSN-error" data-required="true" data-pattern="^\d{4}$">
        <small class="fe-form__error" id="enrollForm-lastFourSSN-error">Please enter last 4 digits of SSN.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--email">
    <div class="fe-form__label-wrapper">
      <label id="emailLabel" for="email">Email</label>
      <div class="fe-form__description" aria-hidden="true">Optional</div>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description" aria-hidden="true">Optional</div>
      <div class="fe-form__control-wrapper">
        <input type="email" class="fe-form__control" id="email" name="email" placeholder="example@email.com" aria-describedby="enrollForm-email-error" data-pattern="^[A-Za-z0-9._'%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,4}$">
        <small class="fe-form__error" id="enrollForm-email-error">Please enter a valid email address.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--phone">
    <div class="fe-form__label-wrapper">
      <label id="phoneLabel" for="phoneNumber">Phone number</label>
      <div class="fe-form__description" aria-hidden="true">Optional</div>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description" aria-hidden="true">Optional</div>
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="phoneNumber" name="phoneNumber" placeholder="000-000-0000" size="14" maxlength="14" aria-describedby="enrollForm-phoneNumber-error" data-pattern="^\(?(\d{3})\)?[ .-]?(\d{3})[ .-]?(\d{4})$">
        <small class="fe-form__error" id="enrollForm-phoneNumber-error">Please enter a valid phone number.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--sign-up-button">
    <button id="confirm-enrollment-button" type="submit" class="fe-form__button fe-form__button--block ">
      <span>Sign up now</span></button>
  </div>
  <div class="fe-form__group fe-form__group--cancel-note"> Cancel at any time, without penalty </div>
  <div class="fe-form__signup-disclosures">
    <small class="fe-form__signup-disclosure"
      id="signup-form-disclaimer-one"><b>Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage your account and deduct <a href="#" target="_blank" class="fe-modal-toggle-fe-program-fees">program fees</a>.</b></small>
    <small class="fe-form__signup-disclosure" id="signup-form-disclaimer-two">By clicking "Sign up now", you agree to the
      <a href="https://legaldocs.financialengines.io/Master/FEA_ProfManagement_Terms.pdf" target="legal-window">Terms &amp; Conditions</a> (including the
      <a href="https://legaldocs.financialengines.io/Fidelity/Fidelity_Sponsor_Specific/BCBSNC/BCBSNC_Supp.pdf" target="legal-window">Supplement</a>), and you acknowledge that you have received Edelman Financial Engines
      <a href="https://legaldocs.financialengines.io/Master/FEA_PrivacyPolicy_MA.pdf" target="legal-window">Privacy Policy</a>, <a href="https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf" target="legal-window">Form ADV</a> and
      <a href="https://legaldocs.financialengines.io/Master/FEA_CRS.pdf" target="legal-window">Form CRS</a>. You confirm that you can view and print the <a href="javascript:void(0)" class="fe-modal-toggle-legalDocLink">Legal Information</a> and
      consent to electronic delivery thereof. You can also request a free paper copy at any time.</small>
    <small class="fe-form__signup-disclosure" id="signup-form-phone-disclaimer">By entering your phone number above, you are consenting to receive calls regarding products and services from Edelman Financial Engines, and these calls may use an
      automatic dialing system or a prerecorded voice to deliver messages. This agreement is not a condition to proceed forward.</small>
  </div>
</form>

Text Content

 * About Edelman Financial Engines
 * 
 * Legal Information
 * Privacy Policy
 * 
 * Online Privacy Statement
 * 
 * Chat Usage Terms
 * 
 * Do Not Share My Personal Information
 * 

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. All advisory services
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed. See
https://edelmanfinancialengines.com/patent-information for patent information.




CALL US AT (844) 942-1800

Edelman Financial Engines is not affiliated with Fidelity Workplace Services,
LLC or its affiliates. AM2593113


DO MORE FOR YOUR RETIREMENT SAVINGS DURING AMERICA SAVES WEEK



SAVING FOR RETIREMENT CAN BE COMPLICATED. THAT’S WHY WE’RE OFFERING PROFESSIONAL
MANAGEMENT FOR YOUR BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA RETIREMENT PLAN
ACCOUNT FREE OF PROGRAM FEES FOR THREE MONTHS.*

EVERYBODY HAS DIFFERENT GOALS FOR RETIREMENT. DIFFERENT EXPENSES, TOO. SO IT’S
IMPORTANT TO BUILD A PLAN TAILORED TO YOUR CURRENT SITUATION AND FUTURE DREAMS.
WHEN YOU ENROLL IN PROFESSIONAL MANAGEMENT, YOU’LL GET A TEAM OF EXPERTS WHO
WILL:


TAKE THE NEXT STEP



MEETING ANY EMPLOYER MATCH, IF AVAILABLE


IF YOUR EMPLOYER MATCHES CONTRIBUTIONS TO YOUR RETIREMENT PLAN ACCOUNT, TRY
CONTRIBUTING AT LEAST THE ALLOTTED PERCENTAGE TO TAKE ADVANTAGE OF THIS BENEFIT.
THAT’S FREE MONEY YOU COULD BE MISSING OUT ON.




USING CATCH-UP CONTRIBUTIONS

IF YOU’RE 50 OR OLDER, THE IRS OFFERS WAYS TO BOOST YOUR SAVINGS AS YOU NEAR
RETIREMENT.



AUTOMATE YOUR SAVINGS


CONSIDER INCREASING THE AUTOMATIC PAYROLL DEDUCTIONS TO YOUR BLUE CROSS AND BLUE
SHIELD OF NORTH CAROLINA RETIREMENT PLAN ACCOUNT


CATCHING UP ON RETIREMENT SAVINGS





SAVING FOR RETIREMENT: THE POWER OF STARTING EARLY







DO YOU WISH YOU’D SAVED AN EXTRA 1% OF YOUR SALARY OVER THE PAST 30 YEARS? NO
DOUBT MANY PEOPLE FEEL THAT WAY. YOU CAN’T TURN BACK THE CLOCK – BUT IT’S NOT
TOO LATE.

READ MORE


INTERESTED IN TIPS TO HELP BUILD YOUR EMERGENCY SAVINGS TOO?


EXPLORE MORE INSIGHTS

YOU HAVE AN OPPORTUNITY TO EXPERIENCE PROFESSIONAL MANAGEMENT.

Sign up by March 10, 2023, and use it with no program fees until June 9, 2023.
If you continue Professional Management beyond June 9, 2023 the program fee will
apply after June 9, 2023.
Enroll in Professional Management
First name
Please enter your first name.
Last name
Please enter your last name.
ZIP code
Please enter a valid Zip code.Use the 5 digit Zip code that we have on file.
Use the Zip code that we have on file.
Date of birth
Please enter a valid date of birth.
Last 4 digits of SSN
Secure Server
Secure Server
Please enter last 4 digits of SSN.
Email
Optional
Optional
Please enter a valid email address.
Phone number
Optional
Optional
Please enter a valid phone number.
Sign up now
Cancel at any time, without penalty
Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage
your account and deduct program fees. By clicking "Sign up now", you agree to
the Terms & Conditions (including the Supplement), and you acknowledge that you
have received Edelman Financial Engines Privacy Policy, Form ADV and Form CRS.
You confirm that you can view and print the Legal Information and consent to
electronic delivery thereof. You can also request a free paper copy at any time.
By entering your phone number above, you are consenting to receive calls
regarding products and services from Edelman Financial Engines, and these calls
may use an automatic dialing system or a prerecorded voice to deliver messages.
This agreement is not a condition to proceed forward.




EXPERIENCE PROFESSIONAL MANAGEMENT FOR THREE MONTHS FREE OF PROGRAM FEES.*



HURRY, OFFER ENDS MARCH 10, 2023.


TAKE ACTION WITH A LIMITED-TIME SPECIAL OFFER.

Offer ends March 10, 2023.

*Program fees apply after June 9, 2023, if you stay enrolled in Professional
Management.




MAKE THE MOST OF YOUR EMPLOYER RETIREMENT ACCOUNT NOW TO HELP BOOST YOUR SAVINGS
DOWN THE LINE.

YOU CAN DO THIS BY:





Build a personalized retirement plan for you

Optimize and automatically rebalance your portfolio based on your risk
preference

Provide ongoing monitoring of your investments to help keep you on track toward
your goals

You can call us anytime at (844) 942-1800.


CALL US AT (844) 942-1800.















A LOW-COST WAY TO GET EXPERTISE.

×
 * Low annual rate of no more than 0.45%. Discounts may apply for larger
   balances.
 * Lower than the industry average. That's about 55% less than what you might
   pay on your own elsewhere.*
 * Paid from your Blue Cross and Blue Shield of North Carolina account(s).
   There's no impact on your take-home pay.
 * Cancel anytime. You're not locked into any long-term commitments.

Professional Management Fees

Portion of Account Annual Rate Monthly Amount Up to $250,000 0.45% $3.75 per
$10,000 Over $250,000 0.30% $2.50 per $10,000

Professional Management fees are charged at the frequency and in the manner as
detailed in the Terms & ConditionsSupplement; monthly fee examples for
illustrative purposes only.
*The industry average is based on reporting in PriceMetrix’s, “The State of
North American Retail Wealth Management, 10th Annual Report” which found that
based on PriceMetrix’s proprietary database (as of the end of 2020 was comprised
of detailed client-holdings and transaction information from roughly 70,000
financial advisors), the average fee in 2020 for accounts with assets between
$1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was
1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to
change. Investment Advisor services vary, and some advisors in the studies may
provide different services than Financial Engines Advisors L.L.C. The report is
available here.

Close



LEGAL INFORMATION

×
 * Terms of Service
 * Supplement & Additional Disclosure
 * Privacy Policy
 * Website Terms of Service
 * Security Statement
 * Disclosure Brochure
 * Advice on Outside Accounts
 * Chat Usage Terms
 * Online Privacy Statement
 * Do Not Share My Personal Information
 * Form CRS

Close



ERROR

×


Close







DO NOT SHARE MY PERSONAL INFORMATION




 * YOUR PRIVACY


 * STRICTLY NECESSARY COOKIES


 * ADVERTISING COOKIES


 * PERFORMANCE COOKIES


 * FUNCTIONAL COOKIES

YOUR PRIVACY

Like many online services, Edelman Financial Engines uses cookies and similar
technologies to enhance your online experience. When you visit our website, we
store cookies on your browser to collect information. The information collected
might relate to you, your preferences or your device, and is mostly used to make
the site work as you expect it to and to provide a more personalized web
experience. However, you can choose not to allow certain types of cookies. Click
on the different category headings to find out more and change your settings
according to your preference. For information about our privacy practices,
please refer to our
Privacy Policy

STRICTLY NECESSARY COOKIES

Always Active

These cookies are necessary for our sites and services to function and cannot be
switched off.

ADVERTISING COOKIES

Advertising Cookies Active


These cookies may be set through our sites and services by our advertising
partners. These companies may use cookies and similar technologies to try to
tailor the ads you see online to your interests based on your activity over time
across our services and other sites, or your interaction with our emails.

PERFORMANCE COOKIES

Performance Cookies Active


These cookies allow us to understand how users interact with the different
features of our sites and services and discern traffic sources so that we can
measure and improve the performance the sites and services.

FUNCTIONAL COOKIES

Functional Cookies Active


These cookies enable and enhance the functionality of our sites and services.

Back Button


BACK

Filter Button
Consent Leg.Interest
Switch Label label
Switch Label label
Switch Label label

Clear
checkbox label label
Apply Cancel
Confirm My Choices
Allow All