For partners

Our content is designed to help our partners scale their businesses and ensure that their clients are financially prepared for retirement.

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For Employers

For Employees

For Partners

401K COMPLIANCE AND ADMINISTRATION

Financial advisor best practices: Building a sustainable business

401K COMPLIANCE AND ADMINISTRATION

The ultimate client acquisition playbook for financial advisors

401K COMPLIANCE AND ADMINISTRATION

Time management for financial advisors: A framework for success

TYPES OF RETIREMENT PLANS

Safe harbor 401(k) fundamentals: Simplifying compliance and enhancing employee savings

LEVERAGING 401K PLANS

Human Interest innovations: how we're helping reshape retirement solutions for our partners

LEVERAGING 401K PLANS

Embracing financial advisor partnerships to revolutionize retirement

LEVERAGING 401K PLANS

Growing your advisory business: unlocking retirement plan opportunities with PartnerConnect™

401K BASICS

Retirement mandates explained: deadlines, fines, and your options

LEVERAGING 401K PLANS

How financial advisors can use Form 5500 as a sales tool

LEVERAGING 401K PLANS

Building revenue: leverage 401(k) for new and repeat business

LEVERAGING 401K PLANS

Retirement guide for accounting professionals

STATE LEGISLATION

Human Interest vs. Colorado Secure Savings Plan: how do they compare?

STATE LEGISLATION

Human Interest 401(k) vs. MyCTSavings: how do they compare?

STATE LEGISLATION

Human Interest 401(k) vs. OregonSaves: how do they compare?

STATE LEGISLATION

Human Interest 401(k) vs. New Jersey Secure Choice: how do they compare?

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.