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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.
“Our goal is to have bioni(k) available on all of our major recordkeeping relationships. We think that managed accounts are the next generation of in-plan investment advice for 401(k) and 403(b) participants,” commented Grant Arends, Co-Founder and President of intellicents. “We don’t believe that all 35-year-olds in a plan should be invested exactly the same way. bioni(k) takes into account a dozen different variables rather than just age, offering more personalized advice to the participant. It coordinates ideally with our wellness messaging.”
“intellicents is a thought leader in the 401(k) and 403(b) space,” commented Catherine Golladay, Executive Vice President of Workplace Financial Services at Charles Schwab. “Their financial planning approach to worksite financial wellness fits hand-in-glove with our emphasis on the participant experience and outcomes.”
“We have had a wonderful long-term relationship with the Charles Schwab organization that dates back decades,” added Brad Arends, Co-Founder and CEO of intellicents. “They are a first-class company with a pristine brand that has always stood for putting the client first. We are delighted that intellicents bioni(k) managed accounts will be available on their retirement recordkeeping platform for our advisors.”