Browsing Tag
intellicents
14 posts
Brandon Budd Promoted to President of Retirement Services at intellicents
He succeeds company Co-Founder Grant Arends in the role, who is transitioning to President of intellicents investment solutions, the firm’s RIA arm
The Standard Selected to Roll Out intelli(k) PEP from intellicents
New Pooled Employer Plans offers a scalable solution for businesses with broad and flexible plan design capabilities
intellicents Goes to Pot
The high-profile independent financial services firm is capitalizing on the cannabis opportunity in employee benefits
OneAmerica, intellicents Collaboration Nets New Client Offering
intellicents advisory firm customizes offering to include two OneAmerica services, enabling plan sponsors to offload fiduciary liability while maintaining complete plan design flexibility
intellicent’s Grant Arends Adds Another ‘F-Word’ to 401k Fees, Funds, and Fiduciary
It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the…
July Top Advisor by Participant Outcomes (TAPO)—Grant Arends
GRANT ARENDS WAS refreshingly blunt when revealing the super-simple secret to high participant utilization for worksite financial planning.…
intellicents Brad Arends on PROFITABLY Reaching the 99% of American Workers
You’d be hard-pressed to find a better ambassador for the 401k advisory space than Brad Arends. The Co-Founder…
Critical Benefits of the Retirement/Wealth Management Convergence
What’s considered business casual for a 61-year-old child of the 1970s? A vintage Stevie Nicks t-shirt and jean…
Intellicents Introduces ‘Corona Crash’ Retirement Savings Survival Kit
Call-center questions from plan sponsors and participants about all that’s happening caused intellicents to develop and bind their…
401(k) Cashback Rewards Introduced at Major 401(k) Advisory Firm
FinTech firm EvoShare, a company that provides 401(k) cashback rewards programs for credit and debit card purchases, recently…