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intellicents rolls out their intelli(k) PEP

October 13, 2023

intellicents has partnered with The Standard to roll out intelli(k) – a “Pooled Employer Plan” – also known as a “PEP”. The intelli(k) PEP offers a scalable solution for businesses with broad and flexible plan design capabilities.

Employers now have the opportunity to leverage the scale of intellicents to access best of breed 401(k) Plan services for their participants by joining the intelli(k) Pooled Employer Plan.

“We are finding that there is interest across all market segments to learn more about the benefits of joining a PEP,” commented Grant Arends, Co-Founder and President of Retirement Services at intellicents. “Whether you are an existing client, or prospect; - whether you have an existing plan or starting a new Plan, intelli(k) is definitely something for plan sponsors to consider. intelli(k) provides enhanced fiduciary protection by removing the client from the role of Plan Sponsor -- packaging both 3(38) investment governance and 3(16) administrative governance into a seamless bundled solution. This allows employers to both upgrade the offerings to employees while adding additional layers of fiduciary protection for the business.”

“We are thrilled to work with intellicents to offer the intelli(k) PEP, which perfectly complements the organization’s ‘over-serve the underserved’ mission,” said Steve Chappell, vice president of retirement plan sales distribution at The Standard. “The program is unique in that it’s packaged with their intellisteps worksite financial planning program for all participants, which aligns with improving the availability of quality, affordable retirement plans to American workers.”

“Most employers are genuinely concerned about the financial health of their workforce,” said Arends. “With intelli(k) we can provide every participant with a foundational financial plan annually. Employees can then access one of our CFPs® on our 800# financial hotline to address their questions or even work with them to put together a holistic, comprehensive financial plan with supporting services to help execute it. They will also receive targeted emails, have access to a library of over 60 educational videos, and can attend monthly interactive webinars on financial planning topics.”

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