intellicents
intellicents is an independent, employee-owned financial advisory firm providing financial planning, retirement plan consulting, wealth management, and group insurance with a long-term perspective.
Company Overview
The partnership between Würk and intellicents brings together Würk’s all-in-one HCM platform for payroll, HR, and compliance with intellicents’ financial advisory and fiduciary expertise to deliver a modern Pooled Employer Plan (PEP) retirement solution tailored for highly regulated industries.
The Advantage
The Würk–intellicents partnership delivers a fully integrated, compliant retirement solution that reduces employer burden while improving efficiency and outcomes.
- Integrated & streamlined: Seamless “Seeds to Dreams” payroll + 401(k) integration simplifies contributions, administration, and data flow.
- Lower risk & effort: intellicents handles fiduciary, compliance, and investment oversight, reducing employer responsibility.
- Cost-effective & scalable: PEP structure drives economies of scale, eliminates audits, and lowers overall plan costs.
Services & Solutions
intellicents’ core offerings include retirement plan consulting, wealth management, insurance and employee benefits strategy, and business/exit planning—all designed to work together as a holistic financial ecosystem. Overall, intellicents focuses on delivering coordinated, people-first financial solutions that support both workplace benefits strategies and individual financial goals over time.
Key Features
intellicents serves as the financial and fiduciary backbone of the Würk PEP solution, delivering full investment advisory, plan administration, and compliance management for participating employers. As a 3(21)/3(38) fiduciary, they assume responsibility for investment oversight and governance while leveraging the pooled employer plan structure to streamline operations and reduce cost and complexity.
Financial Solutions for Everyone
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. Toward this end, intellicents has put together an award-winning team of financial professionals who truly care about their clients’ success.
Ready to Get Started?
Connect with our team to discuss your needs, request more information, or explore partnership opportunities.