401(k) solution for financial advisors

Grow your retirement plan business.

Expand into the startup and small-plan space with fully bundled, flexible 401(k) & 403(b) retirement plans.

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How we drive value
for financial advisors

A retirement offering your clients will thank you for

Admin experience

Integration with 500+ payroll providers, which can reduce administrative burden and help ensure employee contributions are seamlessly applied to payroll.

Dedicated relationship manager

The Concierge plan gives you access to a dedicated account manager that provides a high-touch service experience.

Fiduciary coverage

Human Interest reduces fiduciary liability by serving as a 3(16) Fiduciary Services Provider as well as offering select 3(38) and 3(21) services.

Cost and value

We offer bundled 401(k) and 403(b) solutions at an affordable cost with zero transaction fees. 

Transparent pricing

We offer bundled, small-plan 401(k), 403(b) solutions at a low cost with zero transaction fees.

Monthly pricing starting at only:


base fee


per eligible employee

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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.

Why financial advisors partner with Human Interest

Robust reporting

Access an advisor portal through which you can monitor and prepare for plan reviews.

Custom plan design

You will be able to customize the plan design via our open-architecture menu to ensure it is tailored specifically to the business and the plan’s goals.

Local partner support

You’ll get a dedicated local field partner who can answer ongoing questions and provide retirement planning resources for you and your clients.

Want to learn more about partnering with Human Interest?

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Resources for financial advisors

State mandate hub

Many states have passed legislation mandating retirement benefits. What’s required in yours? Here's the latest on state-sponsored plans. 

Learn more

SECURE Act tax credits

Passed in 2019, the SECURE Act increased incentives for small businesses to offer retirement plans. Read about the latest updates.

Learn more

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.

Learn more