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.
How we drive value
for financial advisors
A retirement offering your clients will thank you for
Admin experience
Reduce your manual work. We integrate with 400+ payroll providers—and handle recordkeeping and plan administration for you.
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.
Starting at
per month base fee
per eligible employee
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?
Contact UsResources for financial advisors
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