Alight Financial Advisors, in partnership with Financial Engines, provides advisory services to participants in employer sponsored retirement plans. For participants who lack the desire, time or investment expertise to manage their own retirement accounts and âjust want a professional to handle it for themâ, the Alight Solutions Professional Management program offers personalized, professional ongoing portfolio management. (FEA) to provide sub-advisory services. Jan 2012 – Present 8 years 11 months. Our goal is to assist employees through education, guidance and advice to help them make the best possible financial decisions when it comes to planning for their future financial needs, goals, and in selecting appropriate investments. When HD fired Financial Engines in 2017, they hired Alight Financial Advisors. No matter where you are in your SaaS journey, Alight’s financial cloud advisory team is here to ensure your financial transformation is more than just a technology change. Alight Solutions is about reimagining how people and organizations thrive. We had to call them every day for over a week to get an account closed, and then they said they would send the check overnight, using a provided FedEx account number. They did not send the check. AON Hewitt Financial Advisors manages $28.7 billion and provides investment advisory services for 231,537 clients (1:5789 advisor/client ratio). An optional feature of Professional Management, Income+ is a comprehensive retirement income solution designed specifically for 401(k) Plans to provide steady monthly payouts that can last for life. Voya Financial Advisors manages $15.9 billion and provides investment advisory services for 77,678 clients (1:48 advisor/client ratio). Through Online Advice, participants are provided recommendations on w… “As fiduciary to the plan, Allstate arranged for two outside investment advisers—Financial Engines and Alight Financial Advisors—to provide investment advice directly to plan participants for a fee,” the complaint states. The information contained herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability is not guaranteed. Salaries posted anonymously by Alight Solutions employees. It manages $27 billion of regulatory assets for 219,624 client accounts. All members 50+ years old are invited to partake in a phone consultation with an advisor with a focus on their goal, additional outside investment accounts and other sources of income. It is a subsidiary of Alight Solutions LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois. It manages $27 billion of regulatory assets for 219,624 client accounts. At any time, participants can speak with a registered Investment Advisor to discuss their progress or further tailor their portfolio to their personal circumstances. Download a copy of our latest Form ADV: Part 2A & 2B, Qualified and Experienced Financial Planners. About Alight Financial Advisors. It manages $27 billion of regulatory assets for 219,624 client accounts. The 401(k) Savings Plan (“Plan”) has hired Alight Financial Advisors, LLC (AFA) to provide investment advisory services to plan participants. Alight Financial Advisors provides financial education and independent planning services for all types of employees in all different financial circumstances. Please send mail correspondence to: PO Box 563913 Charlotte, NC 28256-7201. I am a financial advisor, working with a client to roll his 401k out of Alight. Alight offers its clients a range of advisory services, including retirement evaluation for participants in employer-sponsored retirement plans, online advice, discretionary investment management and income payouts. Alight Financial Advisors, LLC acts as a 3(21) investment advisor for the advice program, and a 3(38) investment manager for the model portfolios; they may educate and recommend investment options, but will not assume discretion over an individual’s investments. ... advisor or financial institution about investment eligibility standards. They did not send the check. Alight Financial Solutions PO Box 563901 Charlotte, NC 28256-3901 : Overnight, Certified and Signature-Required Customer Correspondence : Alight Financial Solutions 7201 University Oaks Drive Charlotte, NC 28262 : Email : afscustomerservice@alight.com Hartford, Connecticut Area. Easy and convenient to find, Online Advice is integrated on the Alight Solutions Your Benefits Resources™ web site, making advice readily available. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. *Requires purchase of an out-of-plan annuity. Alight Financial Advisors. Participants can enhance the quality of the advice provided by adding in additional sources of income that may be available at retirement (e.g., after tax savings, other retirement plans). Participants stay on track through a quarterly, printed or electronic, Retirement Update report that shows how they are progressing toward their retirement goals and describes any changes made to their investment allocations. Alight Financial Advisors, LLC is a large advisory firm based in Charlotte. Present in 57 countries, AXA's 160,000 employees and distributors are committed to serving our 108 million clients. AON Hewitt Financial Advisors, registered in 2011, serves 49 state(s) with a licensed staff of 40 advisors. Contact Alight Financial Solutions, LLC or view Alight Financial Solutions, LLC's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 64 advisors a question. Our areas of expertise are applied to a range of products and services that are adapted to the needs of each and every client across three major business lines: property-casualty insurance, life, savings & health and asset management. Participants see a forecast that shows how likely they are to reach their desired retirement goals. This personalized service helps employees take greater control of their financial wellbeing by helping them clarify personal financial goals, manage financial resources, and develop a strategy tailored to their individual needs. Members choose when to start their payouts. Alight Financial Advisors, LLC is a large advisory firm based in Charlotte. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. A free inside look at company reviews and salaries posted anonymously by employees. It is a subsidiary of Alight Solutions LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois. Working in tandem with our clients, we spark new possibilities and illuminate better health, wealth, HR, finance and consumer experience solutions for organizations, employees and their families. When HD fired Financial Engines in 2017, they hired Alight Financial Advisors. The Retirement Evaluation is mailed to all eligible participants in an employer sponsored retirement plan for which Alight Solutions provides recordkeeping services. At Alight, we know that simply going live on Workday isn’t enough. It summarizes the planned changes in asset allocation for the retirement account. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. Our test management services group (TMSG) is dedicated to Workday deployments and testing optimization efforts with services scaled to fit our customer’s needs. Designed for participants who prefer to manage their own accounts, Online Advice provides participants with specific, personalized savings and investment advice to help them reach their retirement goals. We take a long-term viewpoint when it comes to investing and we encourage employees to first establish their needs and goals and then develop a financial plan to accomplish those goals. Alight Financial Advisors, LLC. During this period, the portfolio is gradually reallocated to predominantly fixed income. They also can suspend payouts at any time or take unplanned withdrawals for expenditures above and beyond normal scheduled amounts. We relentlessly pursue solutions for our customers that simplify and enhance work and life through our unique blend of service, technology and data. Alight’s automated financial testing services focus specifically on client execution to optimize overall execution and increase knowledge transfer. We are independent, fee-based, and are unbiased in our financial guidance and advice. Services Offered by Alight Financial Advisors LLC. Financial Engines (“FE”), America’s largest independent financial planning and investment advisor[1], is expanding its relationship with Alight Soluti Financial Engines is expanding its relationship with Alight Solutions to provide integrated financial planning and investment management services to Alight Financial Advisors (AFA) clients. Alight Financial Solutions restricts the withdrawal of funds deposited by check for seven (7) business days after receipt of the check. The firm’s services also include: Portfolio management ; Financial planning If you are a current client, please call your employer's Retirement Benefits Line to reach an Investment Advisor who has been trained on your employer's benefit plans. Alight Financial Solutions LLC, member FINRA, SIPC, is a broker/dealer that primarily provides services to retirement plans. However, this withdrawal restriction does not affect automatic investment into the money market fund, reduction of any debit balance or the ability to pay for or purchase additional securities. Easy and convenient to find, Online Advice is integrated on the Alight Solutions Your Benefits Resources⢠web site, making advice readily available. Alight Financial Advisors, LLC is a large advisory firm based in Charlotte. The Retirement Evaluation is a call to action and encourages the participant to take appropriate steps to obtain the help needed by linking to the Online Advice and Professional Management enrollment sites via the Alight Solutions Your Benefits Resources⢠web site. We're trusted advisors to our SaaS clients, bringing comprehensive cloud expertise, functional skills and technical know-how, grounded in more than 25 years of HR and financial industry leadership. About Alight Solutions As the leading provider of benefits administration and cloud-based HR and financial solutions, we enhance work and life through our service, technology and data. 1,010 Alight Solutions reviews. Alight Financial Advisors is a Trademark by Alight Solutions LLC, the address on file for this trademark is 4 Overlook Point, Lincolnshire, IL 60069 Power of Attorney — — ©˜20 ersin ersin eber IRA SE SI is o one subsiir o Te n o e or eon orortion eon rers beon to teir resectie oners IRA/ESA Distribution Request Instructions Step 1. Alight Financial Solutions restricts the withdrawal of funds deposited by check for seven (7) business days after receipt of the check. Of course, Alight just turned around and hired Financial Engines as a sub-advisor. Jan 2012 – Present 8 years 11 months. We help employees with those assessments and can suggest future savings rates and appropriate investments to accomplish their goals. These services include a printed Retirement Evaluation, Online Advice, a Professional Management Program and Income+, an optional income solution that is designed to provide a steady payment stream in retirement. Designed for participants who prefer to manage their own accounts, Online Advice provides participants with specific, personalized savings and investment advice to help them reach their retirement goals. AON Hewitt Financial Advisors offers financial advisor services in 49 states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New … Aligned fiduciary construct . Participants see a forecast that shows how likely they are to reach their desired retirement goals. AFA has hired Financial Engines Advisors, L.L.C. Financial advisors give advice and help you create strategies to achieve your short- and long-term money goals. Personal Capital Advisors Corporation is a registered investment advisor with the Securities Exchange Commission ("SEC"). From redefining your operating model to better aligning your shared service design, we’re here to help you seamlessly transform your overall financial functions before, during, and after deployment. Each individual’s circumstances are unique and, therefore, you need to assess your own situation and consult with your tax, financial, or legal advisor before making a decision. Issuer minimum purchase requirements may apply. I am a financial advisor, working with a client to roll his 401k out of Alight. A free inside look at Alight Solutions salary trends based on 1087 salaries wages for 442 jobs at Alight Solutions. WealthSpark™ investment advisory services offered by Alight Financial Advisors, LLC, an SEC registered investment advisor. Qualified and Experienced Financial Planners, Can last for life with an out-of-plan annuity. ALIGHT's innovative response to meeting the legal needs of survivors is unlike anything I had heard of before and I jumped at the opportunity to be part of this amazing work. Financial Application Management Services. It is a subsidiary of Alight Solutions LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois. We had to call them every day for over a week to get an account closed, and then they said they would send the check overnight, using a provided FedEx account number. (You can keep all of your money invested in your current accounts.) They can also change other assumptions used in calculating income at retirement, including retirement age. This very personal service enables employees to take greater control of their financial lives by matching their personal financial objectives and current assets to a detailed strategy tailored to their specific circumstances. It highlights areas where a participantsâ current savings and investment strategy could be improved and provides the participant the opportunity to receive additional help based on their individual needs. The Income+ feature also allows members flexibility in the timing and amount of their payouts. An initial Retirement Plan is created, and the participant is encouraged to further personalize his or her plan by providing more information on personal preferences, risk tolerance and other assets that he or she holds outside of the employer sponsored retirement plan account. Often employers offer savings plans and other benefits that can help their employees reach their financial goals. However, this withdrawal restriction does not affect automatic investment into the money market fund, reduction of any debit balance or … Our principle place of business is: 7201 Hewitt Assoc Drive Charlotte, NC 28262 Alight Financial Advisors, LLC is a large advisory firm based in Charlotte. Financial Engines (“FE”), America’s largest independent financial planning and investment advisor[1], is expanding its relationship with Alight Soluti It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. The Professional Management program helps participants transition into retirement through a Retirement Check Up. Alight Financial Solutions LLC, member FINRA, SIPC, is a broker/dealer that primarily provides services to retirement plans. The printed Retirement Plan includes three key components: an investments plan, savings plan, and retirement income plan. We provide investment advisory, financial planning, benefits counseling and financial education services to employees and retirees. Experienced HR, finance and IT resources, when and where you need them. BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors. Future Advisor is an online financial advisor whose tagline is “Your investment accounts work better when they work together.” FutureAdvisor has a unique robo-advisor model. It manages $27 billion of regulatory assets for 219,624 client accounts. You could link all your investment accounts to this platform which acts as a fiduciary, advising you on all your accounts. Revenue Service) account number. Through Online Advice, participants are provided recommendations on which investments to buy or sell and simulate how their portfolios might perform under a wide variety of economic scenarios. Alight Financial Advisors, LLC acts as a 3(21) investment advisor for the advice program, and a 3(38) investment manager for the model portfolios; they may educate and recommend investment options, but will not assume discretion over an individual’s investments. Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Contact Alight Financial Solutions, LLC or view Alight Financial Solutions, LLC's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 64 advisors a question. “Yet, they fail to allege facts sufficient to show that [the advisers] breached their fiduciary duties to provide investment advice. AFA is a federally registered investment advisor and wholly owned subsidiary of Alight Solutions LLC. Voya Financial Advisors, registered in 1994, serves 50 state(s) with a licensed staff of 1,624 advisors. Alight Financial Advisors, LLC. “Here, plaintiffs do not allege that [Financial Engines Advisors and Alight Financial Advisors] functioned as fiduciaries in any capacity other than by providing investment advice,” the decision states. Deciding the level of participation in an employer's savings and benefit plans often requires an honest assessment of current savings habits and future needs. “As employees’ financial lives continue to become more complex and uncertain, a growing number of employers are looking to provide more help to improve employees’ financial well-being,” says Kelly O’Donnell, executive vice president and head of workplace at Edelman Financial Engines. * When an Income+ member is ready to start taking income, their portfolio is specifically managed to provide monthly retirement payouts from their 401(k) that: The transition from an accumulation focus to an income focus begins five years before planned retirement age. IRA/ESA Distribution Request Account Number — 2016 Pershing LLC. Alight Financial Advisors is an SEC-registered Investment Advisory firm that provides financial planning, investment advisory and financial education services to employees to help them make informed choices on financial matters in their life. Alight Financial Advisors is a Trademark by Alight Solutions LLC, the address on file for this trademark is 4 Overlook Point, Lincolnshire, IL 60069 Our financial application management services (AMS) team provides dedicated consultants who are specialized in post go-live AMS support and testing automation. Transactions are executed, if necessary, to reallocate the investments. Contact your advisor for additional information.) BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states. 2020-12-28 21:05:02 - Health care stocks were higher this afternoon, with the NYSE Health Care Index rising 0.5% while the SPDR Health Care Select Sector ETF also was up 0.3%. Account Owner Information. Alight Financial Advisors, LLC is a large advisory firm based in Charlotte. Alight’s licensed financial advisors provide education and planning services for employees in every stage of their financial lives. On-site representative at Aetna, a large, national plan sponsor with over $7 billion in plan assets. 2020-12-31 21:56:44 - Stocks ended higher on Thursday, with the Dow and the S&P 500 closing at record levels in the final trading day of the year. We are independent, fee-based, and are unbiased in our financial guidance and advice. About Alight Solutions As the leading provider of benefits administration and cloud-based HR and financial solutions, we enhance work and life through our service, technology and data. Alight consultants bring a holistic approach to financial SaaS through configuration, data conversion, and integration to ensure optimal operational efficiency and better financial outcomes. Alight Financial Advisors is an SEC-registered Investment Advisory firm that provides financial planning, investment advisory and financial education services to employees to help them make informed choices on financial matters in their life. Any reference to the advisory services refers to Personal Capital Advisors Corporation. All customizations are created in real time, using built-in forecasting tools available on the Online Advice website. On an ongoing basis, each participant's portfolio is reviewed every month. Hartford, Connecticut Area. 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