Edelman Financial Engines Hired New Retirement Chief
The firm appointed Tina Wilson to a newly created role as it looks to expand its workplace retirement services.
Updated on Sept. 23, 2026 in Retirement Planning
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Edelman Financial Engines has appointed Tina Wilson as its first chief retirement officer. The hiring coincides with the retirement of long-time executive Kurt Fauerbach after 18 years of service at the firm.
Why it matters
This leadership shift signals a strategic push by the firm to innovate its workplace retirement offerings and build deeper financial advisory relationships with household savers. The firm currently manages $336 billion in assets as it works to integrate services across its retirement plans.
Edelman Financial Engines oversees $336 billion in assets as of mid-2026. The firm is now bringing in a new executive to manage strategy for these accounts, which support workplace retirement savers across the country.
The players
Tina Wilson
The newly appointed chief retirement officer of Edelman Financial Engines who previously served as CEO of Empower Advisory Group.
Kurt Fauerbach
The outgoing head of workplace business at Edelman Financial Engines who is retiring after an 18-year tenure.
Edelman Financial Engines
A financial services firm that provides retirement planning and investment advisory services to workplace savers.
The details
Tina Wilson joins the firm to lead enterprise retirement plan strategy, drawing on her past experience as CEO of Empower Advisory Group. The firm created this role to accelerate innovation and better serve workplace retirement participants. While Wilson takes over the strategic direction, Kurt Fauerbach will remain in an advisory capacity to facilitate the transition.
Timeline
September 23, 2026: Edelman announced the leadership transition.
Early 2027: Kurt Fauerbach will conclude his advisory role.
Money Landscape
This leadership appointment follows a pattern set by the industry-wide push for higher standards of financial advice for workplace savers under regulatory guidance like the SEC's Regulation Best Interest. The move reflects a broader trend among major wealth managers seeking to capture more retirement assets through enhanced digital and human advisory integration.
If you participate in a retirement plan managed by this firm, you may see changes in how digital tools and advisory services are integrated in the coming year. Consult a qualified financial professional to determine how your employer's service changes might impact your specific long-term savings strategy.
The takeaway
Firms are increasingly restructuring leadership to prioritize the integration of workplace savings with broader retirement advice. Check your employer-sponsored plan documents periodically to see if new advisory services or features are added to your existing portfolio options.
Further reading
For more on managing your long-term savings, visit our Retirement Planning section.
Live Poll
Do you trust financial firms to maintain consistent service quality after changes in their executive leadership?
