How it works – Intelligent401k

Retirement saving shouldn’t be a mystery.

Everyone deserves the opportunity to retire. But financial advice is expensive and figuring it out on your own can be confusing.

Intelligent401k is a tool to help you maximize your investments and minimize losses.

Optimizing your retirement accounts helps you make the most of every dollar. That’s where we come in.

AI technology and years of investment experience come together to make smart retirement strategies accessible.

All you have to do is tell us about yourself so we can make personalized recommendations to help you reach your retirement goals.

Smarter investments in less than 5 minutes.

Answer a few questions

We get to know you – who you are, what your risk tolerance is, and when you want to retire.

Link your accounts

We assess your accounts – where your investments are currently and where you could improve, diversify, or rebalance.

We’ve got this

Once you approve our recommendations, we implement them for you.