The Dallas office of intellicents continues to grow its staff of fiduciary retirement investment advisors with the addition of Jeff Belton.
“Our business plan is to build a national financial services firm centered on the employee benefits relationship,” commented Brad Arends, Co-Founder and CEO of intellicents. “Just think about it…the typical American gets the vast majority of their financial needs taken care of at their place of employment…their income, the majority of their insurance needs, and their retirement all tied to their job, necessitating ONE RESOURCE for all of your participants’ questions. Toward this end, intellicents has put together four core services – retirement, personal financial management, group insurance, and worksite financial wellness…all supported by smart people and great technology, with the end goal of helping the American worker make their dreams REAL. In Texas, we are first building our fiduciary retirement and personal financial management capabilities and will follow that by recruiting experienced group insurance professionals to round out our practice offering there.”
Belton has been involved in the retirement space for 19 years. Prior to joining intellicents, he was a Retirement Plan Consultant assisting advisors and plan sponsors in putting together flexible contemporary plan design, participant education, fiduciary governance and recordkeeping solutions for The Standard in the Dallas/Fort Worth area. From 2005 to 2008, he was a Retirement Services District Manager with ADP, and before that he was a Retirement Plan Specialist with The American Funds for five years. He has a Bachelor of Science Business Administration degree from the University of Redlands in California.
“What attracted me to intellicents was their passion for successful retirement outcomes for plan participants,” commented Belton. “And they don’t just talk it, they walk it. Every year they get a download of participant data from the plan recordkeeper and put together an Aggregate Retirement Readiness Report for the plan sponsor, detailing what percent of its participant base is on track to maintaining their same standard of living during their retirement years that they were accustomed to during their working career. intellicents can then further analyze the data to determine the plan sponsor’s hidden liability for delayed retirements. From there, intellicents university is used to establish a worksite financial wellness program tailored to solving those issues for that employer, and generally includes an annual Participant Retirement Readiness Report, onsite seminars, and even financial planning and advice via their allmymoney™ financial wellness app.”
“We are excited to be entering the Texas market, and are thrilled to have Jeff join our growing stable of fiduciary retirement investment consultants,” said Grant Arends, Co-Founder and President of Retirement Plan Services for intellicents. “His training and experience in the Dallas/Fort Worth area, combined with our tools and five-step process for a retirement plan that really works, will be invaluable for the growth of that office. And we are actively in talks to expand into other Texas markets.”
intellicents is reimagining financial services for employers and individuals. Through retirement plan design and fiduciary investment consulting, personal financial management, group insurance, and worksite financial wellness services they are paving a smarter way for the American worker and their employer. With headquarters in Albert Lea, Minnesota, and branch offices in Eden Prairie, Minnesota, Des Moines, Pella, and Lake Mills, Iowa, Leawood, Kansas, Tacoma, Washington, Denver, Colorado, and now Dallas, Texas, they serve over 300 employers, with 46,000 participants, and almost $4 billion in assets under management and advisement.