Browsing Tag
intellicents
14 posts
How to Build (and Judge) a Successful 401k Plan: Case Study
A leading heavy manufacturing firm in the Midwest recognized early on that the success of their 401k profit-sharing…
The Rise of the Robo Financial Plan
The term “robo” has—of course—moved on from its singular association with advice and is now heading towards “robo…
How to Offer ‘Financial Wellness That Actually Works’: Outcomes 2019 Conference
“The vast majority of a person’s financial needs are met in their place of employment,” Brad Arends said…
Intellicents University Launched with Financial Wellness Curriculum
Need an indication of the demand for financial wellness? Consider: They’re a few of the reasons investment and…