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
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.
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.
Why financial advisors partner with Human Interest
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 Us
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.
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.