NAPA FIRM PARTNERS
Financial Wellness
HUB International
intellicents
Chicago, IL | hubinternational.com
Albert Lea, MN | intellicents.com
KEY CONTACT(S)
KEY CONTACT(S)
Joe DeNoyior | 703.847.432 | joe.denoyior@hubinternational.com Adam Sokolic | 858.255.3909 | adam.sokolic@hubinternational.com James Owen | 949.300.6212 | james.owen@hubinternational.com
Brad Arends | 1.800.880.4015 | brad.arends@intellicents.com Grant Arends | 913.214.3690 | grant.arends@intellicents.com
FIRM PROFILE
intellicents was founded by rebranding a 40+ year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce with fiduciary retirement plan investment advice, group insurance, personal financial management, and worksite financial wellness programs. They are headquartered in Albert Lea, Minnesota, but are constantly expanding with branch offices Eden Prairie, MN; Pella and Lake Mills, IA; Overland Park and Lawrence, KS; Tacoma, WA; Golden, CO; and Southlake, TX.
In Business Since: 1998 Headquartered in Chicago, Illinois, HUB International Limited advises businesses and individuals on how to reach their goals. HUB offers risk, insurance, employee benefits, retirement benefits and wealth management services. With more than 13,000 employees in offices located through North America, HUB is the fifth largest insurance broker worldwide. HUB works to bring clarity to a changing world with tailored solutions and unrelenting advocacy. For more information, please visit www.hubinternational.com.
PRIMARY MARKET(S) SERVED
FIRM PROFILE
PRIMARY MARKET(S) SERVED
124 EMPLOYER-CLIENTS / PARTICIPANTS SERVED [As of 6/30/21] 6,500 | 1,600,000
TOTAL SUPPORT STAFF 444
FOCUS AREAS SUPPORTED • • • • •
Focus on outcomes/retirement readiness Debt management/reduction Establishment of emergency savings reserves Budgeting Financial literacy
[As of 6/30/21] 350 | 49,000
TOTAL SUPPORT STAFF 12
FOCUS AREAS SUPPORTED • • • • •
Focus on outcomes/retirement readiness Debt management/reduction Establishment of emergency savings reserves Budgeting Financial literacy
Other Services HUB Retirement and Private Wealth was formed to offer comprehensive client services at the plan sponsor, employee and individual level. HUB offers retirement plan consulting on 401(k), 403(b), 457(b), 409(a) non-qualified deferred compensation, 162 bonus and defined benefit plans. In addition, HUB is a leading full-service global insurance broker.
Other Services College funding strategies, Investment management, Employee benefit elections, Tax planning, Estate planning, Health Plan Guidance, HSA and FSA contributions, ICHRA, Voluntary Benefits, Social Security Benefits, Life Insurance, Will and Powers of Attorney planning
ADVISOR SUPPORT SERVICE(S)
ADVISOR SUPPORT SERVICE(S)
Investment research, monitoring and reporting - 3(21) or 3(38) fiduciary services, development and monitoring of investment policy statement, quarterly investment reviews, plan design consulting, expense and vendor benchmarking and analysis, performance monitoring, plan committee meeting coordination, employee and plan success measures and retirement readiness reporting, fiduciary risk management and governance.
OTHER DIFFERENTIATING FACTORS We feature a HUB Dashboard made up of the following elements: • Fiduciary Decisions: a value and fee benchmark tool • PlanTools: an investment management tool. • Catapult: a vendor RFP tool.
NAPA BLACK BOOK 2021
EMPLOYER-CLIENTS / PARTICIPANTS SERVED
Retirement Consulting, Retirement Advisory, Health & Welfare Benefits, Group & Voluntary Benefits, Ancillary Benefits, Benefit Education, Wellness Programs, FSA, HSA, HRA, VEBA, Fiduciary Guidance, Investment Due Diligence, Compliance/Regulatory Support, Financial Planning, Financial Wellness, and Wealth Management
OTHER DIFFERENTIATING FACTORS intellicents provides retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance… with the end goal of helping the American worker make their dreams real all at ONE stop.