Tina Wilson Becomes Chief Retirement Officer at Edelman

Tina Wilson

Wealth planning and workplace investment advisory firm Edelman Financial Engines announced Wednesday that Tina Wilson is joining the company as chief retirement officer, a newly created role. Wilson will lead Edelman’s enterprise retirement plan strategy and focus on growth through the combination of the firm’s workplace retirement, advisory and comprehensive financial planning services.

Wilson brings more than 25 years of experience in retirement, wealth management and investment. Most recently, she served as Empower’s executive vice president and chief product officer. She also served as CEO of Empower Advisory Group, that company’s registered investment adviser.

In a LinkedIn post, Wilson wrote that she was “thrilled” to join Edelman, praising the company’s “strong foundation” established by Kurt Fauerbach, Edelman’s head of workplace business, who announced his retirement on Wednesday after 18 years at the firm.

Fauerbach will serve in an advisory capacity to Edelman through early 2027 to “support a seamless transition,” according to the company announcement.

In a statement, Edelman CEO and President Ralph Haberli said, “under Tina’s leadership, we are positioning Edelman Financial Engines to serve more workplace savers, innovate faster and create lifelong advice relationships that extend well beyond retirement planning.”

Haberli added that Fauerbach had “strengthened our role as a strategic partner to plan sponsors” and left behind “a stronger business, a lasting legacy and a foundation that will support our continued growth for years to come.”

Last month, Edelman appointed Christian Mango as a senior vice president and leader of its retirement advisory practice. He had most recently served as senior vice president for mergers and acquisitions at OneDigital.

Wilson posted on LinkedIn back on January 23 that she left Empower in the fall of 2025 and took “two months of intentional downtime” that included “traveling, reading, reconnecting, and rediscovering the joy of creativity outside of a calendar.”

PLANSPONSOR sister publication PLANADVISER reached out to Empower and is awaiting comment on how the company is handling Wilson’s former responsibilities.

As of June 30, Edelman managed more than $336 billion in assets.