Intelligent401k is designed for you to be able to rest easy knowing that your retirement savings are being expertly optimized and managed.

Your retirement investments will be optimized to take advantage of market shifts and to reduce excessive management fees. They will be automatically rebalanced to take advantage of market shifts, and you will have shed any excessive management fees.

Watch the video to view 'How It Works'

Here’s how it works:

Step 1:

Fill out our risk assessment to determine your risk tolerance, share your projected retirement age, and connect your retirement account (it will only take two minutes.) The risk assessment allows us to generate an in-depth complimentary personalized analysis, detailing how your retirement savings could best be optimized using our proprietary technology.

Optimization has three elements:

lower fees

Lowering Fees

Minimizing the fees being charged to manage your retirement account.

optimized investments

Optimized Investments

Optimizing your investments so they better match your risk tolerance, and keeping them balanced over time to improve overall portfolio performance.

personalized portfolio

Personalized Portfolios

Applying our A.I.-driven proprietary technology to optimize your investments based on your risk tolerance, retirement time frame, and a proactive analysis of macro market conditions.

Step 2:

Choose the subscription tier that best suits your needs.

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Step 3:

Let Intelligent401k get to work monitoring and optimizing your retirement savings so you are free to focus on the important things in life.
We’ve got this!