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intellicent insight from our CEO on COVID-19

I thought we had this taken care of last Thursday when our Leadership Team met to further set forth our
strategy and policy regarding the COVID-19 outbreak in a way that sanely balanced employee safety
with continued “high-touch” client service.

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intellicents bioni(k) managed accounts now available on Schwab Recordkeeping Platform

intellicents bioni(k) managed accounts are now available on the Schwab Retirement Plan Services, Inc. recordkeeping platform.

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benefits and the HR professional: take two

Not only does our allmybenefits® Bright Choices® Exchange provide decision support tools for your employees, but
our experienced licensed staff will come onsite to assist your employees with all of their employee benefits questions
and decisions.Not only does our allmybenefits® Bright Choices® Exchange provide decision support tools for your employees, but
our experienced licensed staff will come onsite to assist your employees with all of their employee benefits questions
and decisions.

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an important note from intellicents on COVID-19

As the novel coronavirus (COVID-19) outbreak is now directly impacting all our communities, we want to connect directly with you about the steps we are taking across our businesses and locations.

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intellicents and Empower Retirement Partner on Advisor Managed Account Service

intellicents is announcing the launch of an innovative new service for employers who sponsor retirement plans and want to offer their employees an expanded benefit that goes beyond a traditional investing vehicle.

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benefits and the HR professional: take one

The typical American worker gets the vast majority of their financial needs taken care of at their place of employment.

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our intellicents on today's market

The recent volatility in the stock market and global economy triggered by the COVID-19 virus outbreak has and continues to impact and disrupt every American.

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introducing bioni(k) managed accounts

intellicents joins forces with Morningstar Investment Management to launch custom managed account product.

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beyond funds, fees, and fiduciary governance

If I asked you whether your retirement plan is really “working,” how would you answer that question? What is your definition
of a working plan? Have you even thought about it? Are you really focusing on the right things in your 401(k) or 403(b)?

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intellicents rolls out “Corona Crash Survival Kit”

intellicents has created a multitude of investment educational pieces and tools in direct response to the Coronavirus.