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Three intelicents Teammates Named Top Retirement Plan Advisers by PLANADVISER

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May 23, 2024

New York, NY -  intellicents teammates Grant Arends, Jeff Belton, and Tom Krusic have been included on the 2024 PLANADVISER “Top Retirement Plan Adviser” list by PLANADISER. The 2024 Top Retirement Plan Advisers list includes more than 260 advisers who stand out for their service of all types of retirement plan clients. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures.


To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023.  After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.


The “Top Retirement Plan Advisor” awards are issued in multiple categories: Plan Sponsor Service; Plan Participant Service; 403(b) Plan Service; Mentorship; Efforts in Diversity, Equity and Inclusion; Closing the Coverage Gap-Micro/Startup Plans; and Closing the Coverage Gap-MEPs/PEPs. Nominees are elgible to make more than one list, but must meet the specific credentials for each.


“Having even a single member of our team named a ‘Top Retirement Adiviser’ would already be considered an honor,” said intellicents Co-Founder and CEO, Brad Arends. “We have three teammates that made it, AND in multiple categories.  This further solidifies how strong our team is, and how we provide an all-encompassing service structure to our clients. I call us an ‘intellicensus’ because we’re not just a team – but a growing population who found a smarter way, while also carryng out our mission of ‘over-serving the Underserved’ American worker.”


For more information and to read the full list, click here.


About PLANADVISER

PLANADVISER is a trusted information and solutions publisher for retirement benefits decisionmakers -  providing insight on the challenges and opportunities retirement plan specialist advisers have related to business growth and serving clients through accurate and objective reporting, research and opportunities to connect with peers. As the advisory space continues to evolve, they focus on M&A, plan and participant service, and practice management—including team building, mentorship and DEI.


About intellicents

intellicents is reimagining financial services for employers and individuals. Through fiduciary retirement plan services for plan sponsors and participants, wealth management, worksite financial planning, and insurance consulting 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, MN*; Pella and Lake Mills, Iowa; Overland Park and Lawrence, Kansas; Tacoma, Washington; Golden, Colorado; Southlake and Austin, Texas, they serve almost 400 employers, with over 54,000 participants, and over $4.75 billion in retirement and another $1.46 billion in personal financial planning assets under management and advisement.

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