Provide a retirement benefit your clients will thank you for
Human Interest offers complimentary benchmarking on your client’s current 401(k) plan to help evaluate if its services and fees are competitive with other plans.
As state mandates continue to roll out across the country, Human Interest can guide your clients to help ensure they’re compliant and understand the risks for their state.
We can take on some of the responsibility and liability as your 3(16) fiduciary, handling select day-to-day operation and ERISA compliance-related tasks.1
ERISA fidelity bonds
ERISA fidelity bond protects employee benefit plans and investments against losses due to fraud, abuse, dishonesty, or otherwise criminal behavior of any person deemed to be handling funds or other property of a plan.
We offer bundled, small-plan 401(k), 403(b) solutions at a low cost with zero transaction fees.2
Monthly pricing starting at only:
per eligible employee
An investment advisory fee is paid to Human Interest Advisors (HIA) of 0.01% of plan assets and a separate fee for recordkeeping services and custody-related expenses is paid to Human Interest Inc. (HII) of 0.05% of plan assets. Both fees are deducted on a monthly basis from the employee's account according to the HII and HIA Terms of Service. All prices are exclusive of applicable taxes. If the plan sponsor elects to hire an external investment advisor, the plan sponsor will pay such advisor as agreed between the plan sponsor and advisor. For more information, please see our pricing page.
Resources for benefits brokers
Your hub for state mandate legislation
Many states have passed legislation mandating retirement benefits. What’s required in yours? Here's the latest on state-sponsored plans.
Understanding ERISA fidelity bonds
Complete and Concierge-level clients are protected by fidelity bonds procured by Human Interest.
Benchmarking current plans helps companies evaluate how their current plan stacks up against other plans.