Whether for a small business, one person shop, or Fortune 500 firm, we're ready to provide the finest retirement planning services on the market. Retire ready, live well
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
Emloyee retirement advice
From picking investments to figuring out how much money employees
need to save for retirement, Money Intelligence makes retirement planning easy through its award winning platform
Our Advantages
Team of Retirement Experts
Money Intelligence was founded by experts from the
nation’s largest financial institutions with deep understanding of what companies and employees need in their retirement plans. Together, we can help your employees reach their retirement goals
We handle all the administration and compliance, including Form 5500 preparation and filing, so you can focus on your day-to-day operations. Even this most basic service offers you peace of mind
TPA + Recordkeeping + Payroll Integration
We take fiduciary responsibility for your plan while allowing you to make the strategic decisions, turning your 401(k) plan into the best recruiting and retention benefit for your employees
We take fiduciary responsibility for your plan while allowing you to make the strategic decisions, turning your 401(k) plan into the best recruiting and retention benefit for your employees
Our most comprehensive service. 3(16) + 3(21) Fiduciary Protection offers complete fiduciary
outsourcing so you can focus on running your business
Our Steps
How We Work
Businesses
We ensure that businesses are offering best in class retirement benefits to their employees, designed to maximize employee recruiting and retention. We believe in a high-tech, high-touch service so your employees can focus on growing the business and not on administering their benefits
The financial advisor is the plan’s quarterback. That’s why we cultivate strategic partnerships with leading financial advisors who offer expert advice and tailored solutions to address the diverse needs of their clientele
Collaborations with accountants/CPAs are instrumental in delivering exceptional value to clients in the arenas of tax planning, compliance, and financial reporting. By leveraging the expertise of trusted partners, we ensure that plans are designed and implemented with maximal tax optimization
