Edelman Financial Engines (EFE), one of the nation’s leading1 independent registered investment advisors, announced the launch of a new integrated, comprehensive workplace retirement solution for small and mid-sized business owners and their employees: Edelman Financial Engines Retirement & Employee Planning Solutions.

Now available through ADP (NASDAQ: ADP), a premier provider of payroll, human capital management, and retirement services, the service includes EFE’s institutional-grade investment management, 3(38) investment management, plan consulting, and personalized financial advice to participants through a single, integrated solution.

For four decades, Edelman Financial Engines has been driven by a simple belief: everyone deserves access to high-quality, independent financial advice. This launch brings the firm’s extensive employer services and human-centered financial advice capabilities to a segment of the market that employs the majority of the American workforce.

Small and mid-sized business owners increasingly recognize that comprehensive financial wellness benefits play an important role in attracting and retaining talent, but many lack the time, resources, or capabilities to manage the administrative and fiduciary responsibilities of a retirement plan. This new offering provides business owners with one team, a transparent fee, and one coordinated retirement solution — while giving employees access to the same caliber of fiduciary advice traditionally reserved for larger workplace retirement programs, at no additional direct cost to them.

“This offering is a continuation of our mission to improve financial outcomes for retirement savers and American families through personalized advice. We’re meeting people where their financial journey begins, and working with them as they build wealth through their employer sponsored retirement plan,” said Ralph Haberli, CEO and President of Edelman Financial Engines. “Together with ADP, we are bringing the full depth of what EFE does to millions of employees who have never had access to it before. That is what this firm was built for.”

The Scale and Sophistication to Serve Every Employer

“EFE financial wellness and advisory services have been available to employees in eligible workplace retirement plans through the ADP platform since 2018,” said Chris Magno, Senior Vice President and General Manager of ADP Retirement Services. “The new service expands that relationship by delivering a more comprehensive retirement solution purpose-built for small and mid-sized businesses, offered in combination with the full-service recordkeeping, payroll integration, and plan administration capabilities of ADP.”

Through the new offering, EFE can assume 3(38) investment fiduciary responsibility at both the plan and participant level — selecting and monitoring investments, plan consulting and assistance, and providing one-on-one discretionary advisory services for individual employees. Employees also gain unlimited access to EFE’s phone-based licensed advisors, who average 10 years of industry tenure, along with on-demand digital planning tools.

Founded in 1986, Edelman Financial Engines is the top managed account provider3 for workplace retirement plans and has helped employers use the workplace as a gateway to lifelong financial planning for their employees. Today, the firm serves nearly 600 of the nation’s largest employers and manages more than $300 billion2 in assets across its workplace and direct wealth management business.

About Edelman Financial Engines

Edelman Financial Engines is one of the nation’s leading independent wealth management firms1, founded 40 years ago on the belief that everyone deserves access to high‑quality, personalized financial advice. Today, we sit at the intersection of comprehensive financial planning, workplace retirement guidance, and wealth planning, serving more than one million clients and managing over $300 billion in assets.2 We help people navigate their financial lives from their first paycheck through retirement, supported by a fiduciary model that puts clients’ best interests first. Leveraging our scale, innovative planning platform, and decades of experience, we are on a mission to expand access to personal, goals‑based advice, meeting clients where they are — and supporting them at every stage of life. Learn more at www.EdelmanFinancialEngines.com.

1 The Barron’s Top 100 RIA Firms list, awarded in September based on prior 12-month data through June 30th, is an annual ranking of independent advisory firms, based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

2 Edelman Financial Engines data, as of March 31, 2026.

3 Cerulli Associates, published 1Q 2026, based on prior 6-month data through December 31, 2025.

© 2026 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. Certain services provided on an educational and guidance basis only. Results are not guaranteed. AM5885500

ADP, Inc. and its affiliates do not offer investment, tax or legal advice to individuals. Nothing contained in this communication should be construed to create or provide for any other relationship between ADP and Edelman Financial Engines, including but not limited to joint venture or partnership.

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