Boeing offers financial planning resources to help plan participants understand their benefits and make more informed decisions.
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
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?
Questions? Visit the Boeing Benefits Glossary.
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