Edelman Financial Engines

Edelman Financial Engines is a leading provider of retirement advice for employees participating in their company’s 401(k) plan. Edelman has well-respected services, but they haven’t changed the way they promote them in 10 years.

Problem

A campaign that motivates employees — especially those with minimal to no involvement – to take a more active role in their retirement plan accounts. Because being passive won’t help them achieve the kind of retirement they want.  

IDEA

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