Keith's Note: "Boeing provides a range of financial planning resources designed to help you take action on your retirement goals. From personalized investment guidance with Edelman Financial Engines to one-on-one counseling through Spring Health, these tools and advisors are available to help you make confident decisions about your 401(k), pensions, and overall financial plan." - Keith Demetriades, CFP®, CKA® | Financial Advisor Specializing in Boeing Retirees.
Boeing offers financial planning resources to help plan participants understand their benefits and make more informed decisions.
Boeing Investment Advice and Planning Services
Boeing partners with Edelman Financial Engines to provide:
- Online Advice: Available at no additional cost, this service provides personalized investment recommendations for your Boeing 401(k) and other retirement accounts, along with interactive tools for building and managing your strategy.
- Professional Management: For a fee, Edelman Financial Engines can automatically make and adjust your 401(k) investment elections on your behalf, continuously monitoring your portfolio.
- Personal Advisor: For a fee, you can work with a dedicated Edelman Financial Engines advisor for hands-on investment management of both your 401(k) and outside accounts, such as IRAs.
- Retirement Checkup: At no additional cost, you can meet with an Edelman Financial Engines advisor (in-person, telephone, or video) to review your retirement savings and take the first step towards a comprehensive financial plan.
- Retirement Counseling: At no additional cost, this service provides a customized retirement income plan specific to your Boeing benefits, including guidance on Social Security, Medicare, and withdrawal strategies.
Additional Financial Counseling & Support
Boeing partners with Spring Health for free financial counseling, workshops, and one-on-one coaching to help with various financial concerns, including debt management, budgeting, planning for major life events, and legal services.
Account Access & Support:
- NetBenefits.com: The primary online portal to access your Boeing 401(k) account, review investment choices, track performance, make changes, and find plan documents like the Summary Plan Description (SPD) and Fund Fact Sheets. Also available as a mobile app.
- Worklife for Boeing Employees: An internal portal for current employees to learn more about their benefits.
- Boeing Financial Benefits Service Center: Call 866-422-3539, Monday through Friday, 8:30 a.m. to midnight ET.
Real Wealth Questions
If you’re within 5-10 years of retirement from Boeing, these questions matter:
Are you taking advantage of free support and educational resources offered through Boeing?
Would a financial plan or retirement income projection give you more confidence in your money?
Do you have a trusted advisor who understands the nuances of Boeing’s retirement programs?
What To Do Next
Boeing offers powerful tools—from Edelman Financial Engines to Spring Health—that can help you better understand your benefits and build a more confident retirement strategy. Take time to review the resources available to you and decide which level of guidance fits your needs, whether that's online advice, retirement counseling, or one-on-one support.
If you want help coordinating these resources with your Boeing 401(k), pension options, and long-term financial plan, reach out to Keith Demetriades, CFP®, CKA®, a financial advisor specializing in Boeing retirees, for personalized guidance and clarity on your next steps.
