New England Pension Plan Systems, a division of Edelman Financial Engines, LLC (EFE), provides recordkeeping and administration services for retirement plans. Separately, any investment advisory services are provided by Financial Engines Advisors L.L.C., a federally registered investment advisor.

Privacy Policy

Effective as of January 1, 2023.

This Privacy Policy describes the privacy practices of the Edelman Financial Engines family of companies, including Financial Engines Advisors L.L.C., a registered investment advisor, Edelman Financial Engines, LLC and Edelman Financial Services, LLC (collectively, “Edelman Financial Engines”, “we”, “us”, or “our”) and how we collect, use and share your personal information if you:

use our websites at www.financialengines.com, or our other digital properties that link to this Privacy Policy (collectively, the “Site”);

use our mobile applications (collectively, the “App”);

use our financial advisory services or are eligible to access them as an employee benefit (“Client Services”);

visit our physical locations;

interact with us in a business-to-business capacity;

participate in our events, consumer research or other activities where this Privacy Policy is posted;

receive our marketing communications, engage with us on social media, or interact with us through other activities described in this Privacy Policy.

We refer to the Site, the App, the Client Services and other activities described above, collectively, as the “Service”. In some cases, we may provide a different privacy policy for a particular event or service, in which case that privacy policy will apply in accordance with its terms.

For personal information that we handle pursuant to the federal Gramm-Leach-Bliley Act, please see the GLBA Financial Notice.

California residents: we provide important information about our collection, use, and disclosure of your personal information and privacy rights in our California privacy notice.

You can download a printable copy of this Privacy Policy here.