your first step to
financial health
today 40% of U.S. households risk running short of money in retirement
we can't expect tomorrow's money to be in good shape if today's money is a mess
the costs of employee financial stress - employees at all income levels are stressed
4 out of 5 employees with high financial stress say it distracts them at work. Almost half who are distracted by their finances at work say they spend 3+ working hours each week thinking about or dealing with issues related to their personal finances, resulting in:
156
hours/year
distracted from work
19.5
days/year
in lost productivity
$3,922
cost/yr/employee
for loss in productivity
"We can’t expect tomorrow’s money to be in good shape if today’s is a mess. It’s time to reimagine financial wellness at work."
— Brad Arends, Co-Founder & CEO
a foundation for every employee
A personalized four-page snapshot of each employee’s financial health, delivered annually using just age, wage, and 401(k) data.
It focuses on the core building blocks of financial well-being:
-
Budgeting
-
Debt Management
-
Emergency Savings
-
Death Protection
-
Retirement Readiness
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your employee' path to financial freedom all mapped out for you
6 weeks
before launch
collect data to prepare financial plan for each employee
2 weeks
before launch
hr communication sent out to employees kicking off the program launch
launch
the day has arrived
personalized plans are delivered to employees along with resources to understand their plan
1 week
after launch
intellicents will begin to send monthly resources and educational material to your emplolyees to help them reach financial freedom
plan sponsor retirement readiness aggregate report
report insights that include: navigating the numbers + trends over the years, plan assets broken down by age, wage, + tenure, deferral elections + employer match utilization, retirement readiness projections
