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Skip to main content Special Offer expires on August 25! Learn More Toggle navigation * Business days from 9 a.m. to 9 p.m. ET Call (800) 601-5957 Call us at (877) 401-5762, business days from 8:30 a.m. to 8:30 p.m. ET * Log out × TALK WITH AN ADVISOR REPRESENTATIVE Call us at (800) 601-5957 Business days from 9 a.m. to 9 p.m. ET Schedule a call PROFESSIONAL MANAGEMENT Our experts will manage your retirement plan account. Based on the results of your Retirement Evaluation, you might want to consider Professional Management to keep working toward your financial goals. For a low program fee, our experts will: * Optimize your portfolio and build you a personalized retirement plan * Help you get on track to achieve your goals and keep you there * Automatically rebalance your portfolio, based on your risk preference * Consistently monitor your account to reflect changes in your life, needs or goals * Provide quarterly updates to help you track your progress SIGN UP BY AUG. 25, 2023 AND A TEAM OF INVESTMENT EXPERTS WILL OPTIMIZE YOUR PORTFOLIO, FREE OF PROGRAM FEES FOR THREE MONTHS.* *If you remain enrolled, program fees will apply after Nov. 24, 2023. Cancel anytime. SIGN UP NOW QUESTIONS? SPEAK WITH AN ADVISOR ONLINE ADVICE You'll manage your retirement plan account. Make the changes suggested in your Retirement Evaluation on your own. You'll have access to powerful, easy-to-use tools that can help you manage your account and make informed decisions about your future - at no additional cost to you. You’ll get: * Personalized investment recommendations * Digital planning tools to help you implement expert recommendations * Unlimited access to professional advisors See More Info Return to your Retirement Evaluation FREQUENTLY ASKED QUESTIONS Who is Edelman Financial Engines? For more than two decades, Edelman Financial Engines has been an industry pioneer providing investment advisory services in the workplace to employees – no matter their account size or investment expertise. Co-founded by Stanford University professor and Nobel Prize-winning economist Dr. William F. Sharpe, Edelman Financial Engines provides employees access to high-quality, sophisticated investment advice that was typically only available to high-net-worth investors. We model 38,000 investments every month and have been awarded 12 patents on our investment methodology. Our investment advice is personalized to your unique situation, preferences, needs and goals. How are you connected to Blue Cross and Blue Shield of North Carolina? Your employer chose Edelman Financial Engines as the investment advisor for your employer-sponsored retirement plan account to help you reach the future you want. We’re not trying to sell any particular product and we don’t earn commissions from recommending some investments over others. We are a fiduciary. We do what’s right for you. We are your financial advocate, and we put your interests first. I already work with my plan’s recordkeeper. Don’t they take care of everything? Your plan’s recordkeeper handles the mechanics of your company retirement plan: * Manages your contributions and gets them invested * Provides statements tracking your account activity and balance * Does not typically suggest how you should invest or save for retirement, or can only provide information and education on a limited and general basis * Might not offer you licensed advisors Edelman Financial Engines, as investment advisor, provides you with retirement and investment advice: * Delivers Retirement Evaluations so you can check your progress * Gives you objective, personalized investment advice specific to your needs and situation * Provides access to licensed advisors who can answer your questions * Recommends how much you should save to better meet your goals * Suggests appropriate plan funds to invest in, per your goals and preferences * Offers access to educational resources for retirement, saving and financial wellness Why should I have my account managed for me? To successfully manage your own investments, it helps to have the following things: the willingness to research markets and investment performance, the time to monitor your account regularly, and the ability to avoid emotionally based investment decisions. As a Professional Management member, you can benefit from our team of investment experts who monitor the market's ups and downs daily, our modeling of tens of thousands of funds to find the right mix of investments for you, and our technology that runs thousands of simulations to project how much retirement income you might have. We have the objective clarity to make informed investment decisions. How do you keep my information secure and private? Edelman Financial Engines maintains an information security program that you can read about here. We are required to implement and maintain reasonable and appropriate safeguards to protect the information provided to us. If you have questions about our privacy or security practices, please call us and speak with an Edelman Financial Engines advisor. To enable investment advisory services on an ongoing basis, Edelman Financial Engines receives encrypted participant data from your plan’s recordkeeper. We may also receive information from you about your investment accounts that are not part of your company’s plan. Our privacy policy explains how we protect the privacy of your personal and financial data as a “financial institution” within the meaning of Regulation S-P, Privacy of Consumer Financial Information, issued by the Securities and Exchange Commission (“Reg S-P”). Please note that Edelman Financial Engines explains when your information may be disclosed to a third party in limited circumstances, e.g., with the permission of the individual, if we are required or authorized by law to disclose such information, or if we need to share such information with companies who work with us or on our behalf to provide a product or service requested by you or to maintain or service your Edelman Financial Engines account. Back to top QUESTIONS? Talk to an advisor. CALL US (800) 601-5957 Business days from 9 a.m. to 9 p.m. ET SCHEDULE Schedule a call with an advisor this frame prevents back forward cache * 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. Apple, the Apple logo and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc., registered in the U.S. and other countries. Android and Google Play are trademarks of Google LLC. 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. 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