Unlock maximum value for your clients: A Human Interest partnership deep dive for accounting professionals

Watch an exclusive webinar, designed specifically for accounting professionals to maximize the benefits of your partnership with Human Interest. We'll show you how to leverage our platform and resources to enhance client service, ensure compliance, and unlock significant tax advantages.

In this session, we will cover critical topics to help you better serve your clients:

• Streamlined audits & document access: Learn the quick and easy process for accessing your clients’ necessary 401(k) documents, including how your client can add you as an administrator to simplify the audit process.

• Tax Savings Maximizer: Discover advanced strategies for maximizing your clients' tax savings through their retirement plan, ensuring they take full advantage of available deductions and credits.

• The power of plan design:

  • Value of safe harbor: Understand how a safe harbor plan can help your clients automatically pass key IRS non-discrimination testing, saving them time and reducing administrative burden.

  • Value of profit-sharing: Explore different profit-sharing plan designs to help your clients maximize their business and personal retirement savings goals.

• Compliance and state-mandates: Get the latest information on state-mandated retirement plans and how our full-service administration and fiduciary support can help keep your clients compliant, helping to minimize their risk and liability.

• A competitive edge for HR: See how a high-quality 401(k) plan is a top-requested benefit that can be a powerful tool in your clients’ recruiting and retention strategies in today's tight labor market.

Don't miss this opportunity to strengthen your client relationships and solidify your role as a trusted advisor.

Human Interest Inc. does not provide tax, legal, or individualized investment advice. Consult an appropriate professional regarding your situation. The views expressed are subject to change. In the event third-party data and/or statistics are used, they have been obtained from sources believed to be reliable; however, we cannot guarantee their accuracy or completeness.