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Products May 4, 2021
Intelligence Driven Advisers Launches Platform for Small to Midsize Sponsors
FUTUREADY401K features a professionally managed investment lineup and lets sponsors know how many employees are on track to reach their financial goals.
Reported by Lee Barney
Intelligence Driven Advisers has launched FUTUREADY401K, a streamlined, goals-based workplace retirement plan designed for small to midsized employers.
A flexible plan, it features a professionally managed investment lineup, payroll integration and fiduciary services. For participants, it is designed as an easy-to-enroll, personalized, goals-based experience that projects their retirement income funding goal.
“The world doesn’t need another 401(k) plan,” says Jason Labrum, chief executive officer of Intelligence Driven Advisers. “It needs a better one. As fiduciary advisers, we think every day about how to deliver one that focuses on what’s most important to our clients. To us, that means a plan that’s simple, clear, easy to implement and laser-focused on helping people achieve the income they’ll need in retirement.”
The plan also includes personalized financial education to keep participants engaged and improve their financial literacy and wellness. The program also encourages participants to take positive steps to reach their financial goals.
For sponsors, the program lets them know how many of their employees are on track to reach their financial goals.
“It’s not enough to be cost or service competitive,” says Bow Wheeler, director of retirement plan services at Intelligence Driven Advisers. “It’s about living up to our mission of helping clients achieve better outcomes.”
More information about FUTUREADY401K is available here.