• Goal of reducing overall plan costs by 20% to 85%

  • Low cost institutionally priced investment management

  • Greatly reduced plan sponsor management/oversight responsibilities

  • Outsourced fiduciary responsibility for plan investments

  • Outsourced fiduciary responsibility for plan administration

  • Focus on a plan goal of 75% income replacement for at least 85% of your tenured workforce

  • Onsite personal one-on-one advice for plan participants offered through investment advisory representatives of intellicents investment solutions inc, a federally registered advisory firm

  • Company sponsored financial wellness program and employee portal

  • Participant access to allmymoney financial wellness app

intellicents brings you the most progressive ideas, delivered by our award-winning team and revolutionary financial technology to equip employers, participants, and individuals with the tools that actually make the journey toward financial confidence an enjoyable one that is easy to both understand and implement.

 

great technology

 
  • Professional investment selection 

  • Professional asset allocation 

  • Automatic rebalancing

  • Flexible distribution options 

  • Online investment advice tool support by intellicent investment professional

  • Online reporting 

  • Low-cost ETF investment management 

  • Financial planning services available 

  • One place to aggregate all your financial accounts 

  • Self help financial calculators 

  • Electronic vault to store all your important documents 

  • Financial planning services available

 
  • simple to start and easy to implement

  • can be expanded with more data

  • receive annual reports to stay updated

  • provides easy notification of important financial details

 
  • Online decision support tools to help your employees understand their benefit offering 

  • Actual advice on what benefits would best fit your employees’ needs and budget 

  • Paperless enrollment in your employee benefits 

  • Automated monthly benefit administration 

  • Affordable Care Act compliance and reporting 

 
  • A customized financial wellness campaign designed to diagnose and address the specific financial concerns expressed by your employees

  • A self-help financial wellness portal branded for your company that provides the tools for employees to address their financial wellness

  • Employer aggregated reports outlining the top financial concerns expressed by your workforce

 
 
  • Multiple mutual fund family strategy composed out of your retirement plan’s core fund menu 

  • Underlying funds are reviewed quarterly by our investment professionals 

  • Automatically rebalanced 

  • Automatically shifts you into more conservative portfolio as you approach retirement 

  • A diversified investment strategy to put your plan on auto pilot 

  • A myCents account turns daily purchases into
    increased retirement contributions.

  • Receive up to 30% cash-back toward your retirement plan, student loan or college fund when you spend at 12,000+ online and local businesses.

 

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

© 2020 intellicents inc. all rights reserved.