LEVERAGING 401K PLANS
Partners
Articles
For partners
Our content is designed to help our partners scale their businesses and ensure that their clients are financially prepared for retirement.
LEVERAGING 401K PLANS
Partners
Webinars
Growing your advisory business: unlocking retirement plan opportunities with PartnerConnect™
401K BASICS
Employees
Webinars
Retirement mandates explained: deadlines, fines, and your options
LEVERAGING 401K PLANS
Partners
Articles
How financial advisors can use Form 5500 as a sales tool
LEVERAGING 401K PLANS
Partners
Webinars
Building revenue: leverage 401(k) for new and repeat business
FEDERAL LEGISLATION
Partners
Webinars
Preparing for retirement legislation in 2025
LEVERAGING 401K PLANS
Partners
Guides
Retirement guide for accounting professionals
STATE LEGISLATION
Employers
Guides
Human Interest 401(k) vs. Maryland Small Business Savings: how do they compare?
STATE LEGISLATION
Employers
Guides
Human Interest vs Delaware EARNS: How do they compare?
STATE LEGISLATION
Legislation
Guides
Human Interest 401(k) vs. OregonSaves: how do they compare?
STATE LEGISLATION
Employers
Guides
Human Interest 401(k) vs. MyCTSavings: how do they compare?
STATE LEGISLATION
Employers
Guides
Human Interest vs. Colorado Secure Savings Plan: how do they compare?
STATE LEGISLATION
Employers
Guides
Human Interest vs. Illinois Secure Choice: how do they compare?
STATE LEGISLATION
Employers
Guides
Human Interest vs RetirePath Virginia: how do they compare?
STATE LEGISLATION
Employers
Guides
Human Interest 401(k) vs Maine Retirement Savings Program: 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.