HOME   ABOUT US   FAQs   BLOG   CONTACT US  
                     
 
 
401(K) MADE EASY
 
   
 
 
 
COMPLETELY AUTOMATED
 
Focus on your people and product - not on paperwork. Through our award winning technology, Money Intel automates the headaches that come along with a 401(k) so you can focus on running your business
 
LOW-COST INVESTMENTS
 
The key to investing success is keeping fees low. That's why we offer the lowest cost index funds as the core of our investments
 
EMPLOYEE RETIREMENT ADVICE
 
From picking investments to figuring out how much money employees need to save for retirement, Money Intel is retirement made easy
 
 
 
A TEAM OF RETIREMENT EXPERTS
Money Intel was founded by experts from some of the nation's largest financial institutions with deep understanding of what companies & employees need in their retirement plans. Together, we can help your employees reach their retirement goals.
 
 
Automated
 
Money Intel is modernizing the 401(k) by automating the manual tasks most 401(k) providers require so you can focus on your employees and building your company - not on paperwork.
Integrated
 
Money Intel 401(k) plans integrate to your payroll provider and small business software.
Strategic Benefit
 
Offer the highest quality 401(k) so your retirement plan is a strategic benefit working to recruit and retain your employees.
Low-Cost
 
Money Intel uses the highly-coveted, low-cost index Vanguard index funds so that your employees have the highest quality investments to choose from for their retirement.
Employee Advising
 
Offer your employees the financial advice they need to be financially successful. Money Intel offers clients its award-winning online advising platform.
Security
 
Money Intel works with Charles Schwab to custody our client's money and execute trades so your employees' money is secure with one of America's largest financial institutions.
Best-in-class
 
Some of the country's most innovative and successful companies work with MoneyIntel. Do you want your company to be known for best-in-class benefits? Come join MoneyIntel today.
 
 
 

MoneyIntel offers simple, affordable pricing

MoneyIntel Typical 401(k) Provider
Plan Cost
Investment Cost
Total Cost
Plan administration and recordkeeping
Annual testing and Form 5500 filing
Fiduciary investment advice to employees
Fiduciary compliance services
Integration to payroll and HR systems
 
JOIN THE 401(k) OF THE FUTURE
 
 
 
 
 
             
 
 
 
             
 
 
 
 
 
READY TO TAKE THE NEXT STEP?
Even if you don't choose us to manage your accounts, please ask your advisor
if they are a fiduciary and how they make their money. The answer could surprise you.
HAVE A QUESTION?    CALL OR EMAIL US TO SCHEDULE A FREE CONSULTATION.
CONTACT@MONEYINTEL.COM 408.656.4853
FOLLOW US  
FORM ADV   |   PRIVACY POLICY   |   TERMS OF USE   |   DISCLOSURES