401K BASICS
Partners
Webinars
For partners
Our content is designed to help our partners scale their businesses and ensure that their clients are financially prepared for retirement.
RETIREMENT PLANNING
Partners
Webinars
Why retirement matters for your clients
SAVING AND INVESTING
Partners
Webinars
Unlock maximum value for your clients: A Human Interest partnership deep dive for accounting professionals
STATE LEGISLATION
Employers
Webinars
Get compliant. Avoid penalties: Navigating the new 1-employee threshold of CalSavers
EMPLOYER RESOURCES AND TOOLS
Partners
Webinars
The experience gap: Why the retirement industry needs a new standard
RETIREMENT PLANNING
Partners
Webinars
Is your client’s retirement plan thriving or just surviving? How to uncover hidden risks and opportunities.
LEVERAGING 401K PLANS
Partners
Webinars
Differentiating yourself through partnership: Strategies to protect and grow your book with Human Interest
401K COMPLIANCE AND ADMINISTRATION
Partners
Articles
The best financial planning software for advisors in 2025: A comprehensive guide
401K COMPLIANCE AND ADMINISTRATION
Partners
Articles
Financial advisor best practices: Building a sustainable business
401K COMPLIANCE AND ADMINISTRATION
Partners
Articles
The most influential financial planning trends for advisors in 2025
401K COMPLIANCE AND ADMINISTRATION
Partners
Articles
The ultimate client acquisition playbook for financial advisors
401K COMPLIANCE AND ADMINISTRATION
Partners
Articles
Time management for financial advisors: A framework for success
TYPES OF RETIREMENT PLANS
Partners
Webinars
Safe harbor 401(k) fundamentals: Simplifying compliance and enhancing employee savings
LEVERAGING 401K PLANS
Partners
Webinars
Human Interest innovations: how we're helping reshape retirement solutions for our partners
LEVERAGING 401K PLANS
Partners
Articles
The 5 best strategies to gain more clients as a financial advisor in 2025
For partners
We equip partners with the tools and information they need to build strong client relationships and expand their businesses. We offer timely updates on industry changes, such as new contribution limits and legislative developments like the SECURE Act 2.0 and upcoming state mandate deadlines, as well as expert-backed advice on how partners can encourage their clients to maximize their 401(k)s to their advantage. Discover strategies to streamline your clients' retirement plans, enhance their benefits offerings, and navigate retirement planning with confidence.