Our Partners

Retain customers and grow your business with a 401(k) partner that handles everything for you. .

Give your clients an easy and affordable way to save for retirement with tools, resources, and white-glove support.

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We partner with organizations that understand the importance of financial wellness and 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

Human Capital Management (HCM) companies partner with Human Interest to offer their customers an affordable retirement benefit plan. Compete against the national providers by offering a seamlessly integrated payroll and 401(k) solution that can create a long-term client base, contribute to the financial health of your customers, and help them recruit and maintain top talent.

Learn more about HCM 401(k) integrations

Banks & Credit Unions

Banks and Credit Unions partner with Human Interest to help their clients and members access an affordable retirement plan option. Give your clients a 401(k) built for small to medium-sized businesses. They’ll get access to a modern, automated solution, making it easier to manage and help their employees save for their financial future. Which also helps you compete against larger competitors.

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Benefit Brokers

Human Interest partners with Benefit Brokers to help their clients offer retirement benefits to bolster their existing benefit offerings. With state-mandated retirement plans popping up across the country, Human Interest can set you apart from your competitors by partnering with you to help your clients mitigate risk and ensure they’re compliant.

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Financial Advisors

Financial Advisors across the country work with Human Interest to deliver intuitive, customized retirement plans 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 participants can select from individualized model portfolios.

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Accounting Professionals

Accounting professionals partner with Human Interest to help their clients move toward financial security in retirement. A Human Interest retirement plan can help to save your clients money through government-incentivized SECURE Act tax savings and deductions associated with offering retirement benefits. Business owners entrust accounting professionals with their financial futures and Human Interest’s low-cost retirement options are here to help.

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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.