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Get personalized financial help – special offer ends May 26, 2023! See How We
Can Help
Business days from 9 a.m. to 9 p.m. ET
We're here to help. Call (888) 624-9055
 


SEE WHERE YOU
STAND RIGHT NOW

Find out if you're saving enough and investing correctly to meet your goals.
Explore your Retirement Evaluation today to learn how you can optimize your
portfolio.

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Get Professional Management for three months free of program fees.* Sign up by
May 26, 2023.


MAKE YOUR MONEY WORK HARDER

Let us optimize your Blue Cross NC retirement plan account for you with
Professional Management. Or manage your investments on your own with Online
Advice.


ONLINE ADVICE

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Blue Cross NC retirement plan account.

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FEATURES INCLUDE:

 * check-iconDigital planning tools
 * check-iconPersonalized investment recommendations that you can implement
 * check-iconUnlimited access to helpful professional advisors

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PROFESSIONAL MANAGEMENT

Our team of experts will choose your investments and provide ongoing management
of your Blue Cross NC retirement plan account.

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FEATURES INCLUDE:

 * check-iconA personalized investment plan based on your goals and risk
   tolerance
 * check-iconAutomatic rebalancing and monitoring of your Blue Cross NC
   retirement plan account by a team of investment experts
 * check-iconUnlimited access to professional advisors
 * check-iconLow annual rate of no more than 0.45% - that's up to 55% less than
   you might pay elsewhere1
 * check-iconCancel anytime


GAIN CONFIDENCE IN YOUR FINANCIAL FUTURE

Learn how we can help - whether you want expert guidance to help manage your
investments on your own, or more hands-on support from a team of professionals.

1.3plus-icon
million clients
Firm stats as of September 30, 20223
117
FORTUNE 500 PLAN SPONSORS
Firm stats as of Sept. 30, 20223


TRUSTED BY SOME OF AMERICA'S BEST COMPANIES



This is a partial listing of Edelman Financial Engines' clients (which may be in
a direct or subadvised relationship) as of December 31, 2021. These companies
have consented to disclose their relationship with Edelman Financial Engines.
This does not constitute an endorsement or approval of the advisory services
provided. All marks are the property of their respective owners.


FREQUENTLY ASKED QUESTIONS

Who is Edelman Financial Engines?chevron-down-icon
How are you connected to Blue Cross NC?chevron-down-icon
I already work with my plan's recordkeeper. Don't they take care of
everything?chevron-down-icon
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* Program fees will apply after Aug 25, 2023. Cancel anytime.
1 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.
2 The Barron's 2022 Top 100 RIA Firms list, a seven-year ranking of independent
advisory firms, is qualitative and quantitative, including assets managed by the
firms, technology spending, staff diversity, succession planning and other
metrics. Firms elect to participate but do not pay to be included in the
ranking. Compensation is paid for use and distribution of the rating. Investor
experience and returns are not considered. The 2018 ranking refers to Edelman
Financial Services, LLC, which combined its advisory business in its entirety
with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same
survey, FEA received a precombination ranking of 12th.
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© 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.



DO NOT SHARE MY PERSONAL INFORMATION




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