401(k) solution for accounting professionals
A modern 401(k) for accounting professionals.
Help your clients save more, while growing your firm.
How we drive value
for accounting professionals
A retirement plan your clients will thank you for
Get access to a “no-touch” integration with 400+ payroll providers1. We sync to payroll, handle recordkeeping, and compliance, so your clients don’t have to.
Access to funds
You and your clients can choose custom-tailored portfolios with mutual funds across multiple asset classes and risk categories.
Compliance and liability
We can take on some of the responsibility and liability as your 3(16) fiduciary, handling the day-to-day operation and most compliance-related tasks.2
Through an advisor portal, you can monitor and prepare for plan reviews.
A retirement partner you can lean on
Grow your firm and keep your clients saving more.
Receive dedicated partner support. You’ll get a local Partner Account Manager who can answer ongoing questions and provide resources on tax-saving opportunities.
Help keep your clients compliant. Whether it’s ongoing changes to state mandates or 5500 filings, Human Interest can help your clients navigate legislation and reporting requirements surrounding retirement plans.
Retirement planning resources. Ongoing resources to help your clients plan for their financial future and understand the latest information on state retirement legislation rolling out across the country.
Resources for accounting professionals
State mandate hub
Many states have passed legislation mandating retirement benefits. What’s required in yours? Here's the latest on state-sponsored plans.
SECURE Act tax credits
Passed in 2019, the SECURE Act increased incentives for small businesses to offer retirement plans. Read about the latest updates.
401(k) vs. SIMPLE IRA
These plans can help businesses offer retirement plans to their employees. Each comes with benefits and drawbacks. Explore each type more.