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401(K) MADE EASY
 
   
 
 
 
COMPLETELY AUTOMATED
 
Focus on your people and product - not on paperwork. Through our award winning technology, Money Intelligence 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 Intelligence is retirement made easy
 
 
 
A TEAM OF RETIREMENT EXPERTS
Money Intelligence 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 Intelligence 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 Intelligence 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 Intelligence 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 Intelligence offers clients its award-winning online advising platform.
Security
 
Money Intelligence 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 Money Intelligence. Do you want your company to be known for best-in-class benefits? Come join Money Intelligence today.
 
 
 

Money Intelligence offers simple, affordable pricing

Money Intelligence 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 (888)865-7262
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