our partners

Together, we secure futures.

86% of businesses with fewer than 500 employees do not offer a 401(k) or other retirement plan1. Let’s change that.

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We partner with organizations that understand the importance of financial wellness and of driving greater value to their clients. Partners receive personalized support and access to simple, affordable retirement plans designed to fit the needs of small and medium-sized businesses.

HCM Partners

Small and medium-sized businesses are looking for technology providers who can solve all of their HR needs. We work with leading technology providers who want to be a one-stop shop solution. Our integrations and unique approach to partnerships help our partners increase their close-win rate, improve customer retention, and increase their gross margins. Refer to our HCM Partner integration page for a list of current partners.

Financial Advisors

Financial Advisors across the country work with Human Interest to deliver intuitive, customized retirement plans2 that come with an easy-to-use interface as well as separate dashboards for advisors, employers, and employees. Create an investment lineup from almost any mutual fund or low-cost index fund available on the open market or select from individualized model portfolios.

Benefits Brokers

As Benefits Brokers, you're trusted by businesses to help them offer comprehensive benefits packages, including a 401(k) to their employees. With many state-mandated retirement plans around the corner, a 401(k) (or other retirement plan) will be increasingly important for benefits brokers to gain a competitive advantage. In fact, many of your competitors will be using the new 401(k) legislation to get in front of your customers. We partner with benefits brokers across the country to help their clients offer retirement benefits.

CPAs

Business owners entrust CPAs with their financial futures. Human Interest's fully automated platform helps owners and employees invest in the future without adding burden or cumbersome administration. The new SECURE Act has expanded tax incentives for businesses who offer a 401(k). CPAs throughout the country are partnering with Human Interest to help clients reach financial security in retirement.

Notes

2

We offer Traditional and Roth 401(k)s, 403(b)s, safe harbor plans, and profit-sharing plans. We support both new plans as well as conversions.