The ultimate high-tech, high-touch 401(k)

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

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Payroll Integration Makes It Easy for You

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

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

Our Plans

How Can We Support Your Retirement Planning?

TPA + Recordkeeping Only

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

TPA + Recordkeeping + Payroll Integration + 3(21) Fiduciary

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

TPA + Recordkeeping +Payroll Integration + 3(16) Fiduciary +3(21) Fiduciary

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

Financial Advisors

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

Accountants/CPAs

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

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