Press releases
May 05, 2026
Human Interest Research: Over 70% of SMBs Say Transaction Fees Are Breaking Their Benefits Budget
A new report from Human Interest shows small businesses are being systematically charged unexpected fees for retirement plans, with negative consequences for plan sponsors and participants. In connection with Small Business Week, the survey released today reveals many small business employers are paying transaction fees, administrative fees, and service fees they didn’t plan for — and some are forced to cancel their benefit plans altogether as a result.
March 24, 2026
Human Interest Is Now Available to Provide Technology-First 401(k) Solutions for UBS Financial Advisors
SAN FRANCISCO, March 10, 2026 — Human Interest, Retirement Industry Disruptor™, today announced that UBS will make Human Interest available as a recordkeeping solution on their platform. Now, UBS Financial Advisors will benefit from the addition of Human Interest as a tech-forward, digital retirement plan solutions provider, expanding the range of options available to support retirement plan business owner clients. The announcement underscores a shared commitment from both organizations to provide more than 5,000 UBS Financial Advisors with flexible, innovative financial tools in an evolving regulatory landscape.
January 13, 2026
Human Interest Will Match Any Competing Retirement Plan Price - Guaranteed
Human Interest, Retirement Industry Disruptor™ and the fastest growing 401(k) provider,1 has today announced the launch of its groundbreaking Price Match Guarantee—an industry-first commitment to match the total cost of any verified offer from a competing retirement plan provider.2
December 18, 2025
Human Interest Unveils Third Generation of Human Interest Embedded Retirement, the Industry’s Leading White-Label 401(k) Platform
Human Interest, Retirement Industry DisruptorTM and the fastest growing 401(k) provider,1 today announced the third generation of its embedded retirement technology platform, Human Interest Embedded Retirement (“Embedded Retirement”) that allows payroll providers, financial institutions, accountants, and other financial services providers to embed retirement plans into their products.
December 17, 2025
New Human Interest Report Reveals The Power of Retirement Plan Access for Hourly Workers
Human Interest, Retirement Industry DisruptorTM, today released a new report quantifying the massive impact that access to employer-sponsored retirement plans could have on more than 80 million hourly workers in America.1 The findings reveal a dramatic and solvable gap: when hourly workers have access to a retirement plan, 82% participate and save; without access, 75% save nothing at all.
December 10, 2025
Human Interest Earns J.D. Power Certification for Outstanding Customer Service Experience for Phone Support
SAN FRANCISCO, CA, Dec. 10, 2025 – Human Interest, Retirement Industry DisruptorTM, announced today that the company has earned a J.D. Power certification for delivering outstanding customer service phone support to 401(k) customers1. Human Interest continues its leadership within the industry by earning this prestigious certification as the company scales past 40,000 businesses served across the U.S.
October 15, 2025
Human Interest Advisors Enhances Investment Lineup with Great Gray CITs
New 3(38) investment lineup lowers average expense ratio by up to nearly 33%; HIA is one of the first in the industry to use Collective Investment Trusts for tens of thousands of businesses.
September 23, 2025
Human Interest Sets a New Industry Standard with Automated 401(k) Audits
Human Interest, Retirement Industry Disruptor™ and the fastest-growing 401(k) provider, announces Audit Relief, a first-of-its-kind solution that takes the stress, cost, and complexity out of annual 401(k) audits.
August 26, 2025
Human Interest Expands Industry-Leading Customer Experience Guarantee
Company achieves 99.999% reliability since guarantee launched earlier this year; challenges others to follow
August 04, 2025
Morgan Stanley Tactical Value to Invest Up to $50 Million in Human Interest
Human Interest has announced an investment of up to $50 million by investment funds managed by Morgan Stanley Tactical Value.
April 23, 2025
Retirement Industry Disruptor™, Human Interest, introduces PartnerConnect™, redefining the 401(k) experience for financial advisors
Human Interest, a multi award-winning 401(k) provider, is once again pushing boundaries in the retirement industry by launching PartnerConnect™, an integrated platform that empowers financial advisors to seamlessly create, manage, and monitor their clients’ 401(k) plans and investments from a single dashboard.
February 25, 2025
Human Interest sets a new standard for customer experience in the retirement industry
Today, Human Interest announces its Customer Experience Guarantee for ALL customers, big and small. Human Interest is making a bold commitment to participants and administrators through a transparent pledge to deliver outstanding, fast, reliable service with accountability.
July 17, 2024
Human Interest Lays Public-Ready Foundation With $267M in Financings, New Key Hires, and New Board Members
Human Interest, the fastest-growing 401(k) provider, today announced significant steps towards public company readiness with financings of $267M and key hires and board appointments, all of whom share deep, first-hand experience taking companies public.
June 10, 2024
Human Interest Earns Fortune Best Place to Work in the Bay Area 2024 and Great Place To Work Certification™
Human Interest announced today that it earned a spot on Fortune Best Place to Work in the Bay Area 2024 and was Certified™ as a Great Place To Work® for the second year in a row.
May 09, 2024
Human Interest Advisors Appoints Retirement and Investment Industry Experts to Board
Human Interest Advisors (HIA) announced their appointment of two veteran investment experts to the board to help 401(k) plan sponsors provide their participants with diversified and affordable investment options.
April 04, 2024
Human Interest continues to pioneer new 401(k) services for SMBs, including its new DOL Audit Defense service
Human Interest breaks new ground to make retirement programs even more accessible for SMBs. The company is the first to market with three new services for customers that remove even more barriers which can make providing retirement benefits costly, risky, and difficult.
September 06, 2023
Human Interest introduces Fast Track 401(k), the easiest way to set up a retirement plan
Human Interest, the fastest-growing, top-rated 401(k) provider, introduces Fast Track 401(k), a radically simplified experience lets small and medium-sized businesses start a plan in 10 minutes or less.
July 18, 2023
Human Interest Brings 401(k)s to 250,000+ Logistics Workers Through RCPA Partnership
Human Interest, one of the fastest-growing 401(k) providers in the country, has been selected as the exclusive 401(k) partner for the Route Consultant Purchasing Alliance (RCPA), a premier membership organization for logistics professionals.
As seen in
Media coverage
May 06, 2026
401(k) Real Talk Episode 191: May 6, 2026
Discussing the April jobs report, the new federal IRA program, Human Interest, FIS' new recordkeeping platform, and more.
April 22, 2026
Best in Wealth: 5-Star RIA Firms
Recognizing firms whose practices have delivered strong performance and resilient client outcomes over the past 12 months, and define what it means to be a fiduciary advisor to mass affluent, high-net-worth, and ultra-high-net-worth households.
April 01, 2026
401(k) Real Talk Episode 186: April 1, 2026
Open, honest and candid discussion about retirement asset growth, private investments in digital experiences for DC plans, healthcare fiduciaries, and more.
May 05, 2026
Human Interest Pushes Fee-Transparent 401(k) Model as New Data Shows SMBs Hit by Hidden Costs
Human Interest has released new survey data showing that unexpected retirement plan fees are imposing material costs on small and mid-sized businesses, and is using the findings to reinforce its fee-transparent 401(k) strategy.
May 05, 2026
Transaction Fees Surpass Budgets for Small Businesses
Human Interest research also found that PEPs increased costs compared to 401(k) employers.
May 14, 2026
The Growing Need for 3(38) Fiduciaries
Ronnie Cox, an investment manager from Human Interest that offers 3(38) fiduciary services, discusses the growing appeal of outsourcing investment decisions.
May 14, 2026
Unexpected 401(k) fees raise costs, confusion for employers
Small and mid-sized businesses are struggling with unexpected retirement plan fees, according to a new survey from Human Interest, and some are canceling their benefit plans as a result.
June 04, 2026
How PEPs compare with traditional 401(k)s
Many benefits leaders at small and midsized businesses may be setting up their organization’s first retirement plan to comply with recent state mandates. As they weigh the options, they might be wondering how pooled employer plans, a newer plan type, compare with traditional single-employer 401(k)s.
May 16, 2026
Human Interest Sharpens 401(k) Pitch With Product Demo and Cost-Pressure Survey
Human Interest is emphasizing its role as a lower-friction 401(k) provider for employers facing rising benefit costs and administrative burdens.
May 22, 2026
Unexpected retirement plan costs forcing SMBs to cut benefits
Small and mid-sized businesses are systematically being charged unexpected fees for retirement plans, with negative consequences for plan sponsors and participants, a new survey from the plan provider Human Interest found.
May 08, 2026
Human Interest flags unexpected retirement plan fees
Research from Human Interest recently found that fees for unplanned retirement plans are affecting both employers and workers.
April 24, 2026
Workforce Strain: Retirement savings shortfall becomes growing burden for employers
The shift from pensions to 401(k)s has left workers less prepared for retirement, creating a growing challenge for both employees and employers.
March 25, 2026
Human Interest to Provide Recordkeeping for UBS Financial Advisers
More than 5,000 UBS Group AG advisers will have access to the company’s recordkeeping platform, which is designed to automate setup, administration, and compliance for 401(k) and 403(b) plans.
March 24, 2026
Fintech Bytes: UBS teams up with Human Interest for recordkeeping
Digital-first 401(k) provider Human Interest announced Tuesday that UBS is making the company’s technology available to its more than 5,000 financial advisors as a record keeping solution.
March 24, 2026
Human Interest to Provide Recordkeeping for UBS
Among the services Human Interest offers includes its Rollover Concierge service, QuickDeposit, and compliance features
March 13, 2026
Barron’s 100 Most Influential Women in U.S. Finance: Jaime Magyera
Jaime Magyera is steering one of BlackRock’s highest-priority initiatives: growing its retirement business.
February 21, 2026
What to do when your 401(k) hits $300K, according to a CFP
With the right moves, $300,000 in a 401(k) can can help you build something meaningful.
February 19, 2026
Newcomers To The Fintech 50 2026
The 20 companies making their debut on our eleventh annual Fintech 50 show that despite a deflated funding market, founders are continuing to innovate at a rapid pace.
Company News
May 05, 2026
Human Interest Research: Over 70% of SMBs Say Transaction Fees Are Breaking Their Benefits Budget
A new report from Human Interest shows small businesses are being systematically charged unexpected fees for retirement plans, with negative consequences for plan sponsors and participants. In connection with Small Business Week, the survey released today reveals many small business employers are paying transaction fees, administrative fees, and service fees they didn’t plan for — and some are forced to cancel their benefit plans altogether as a result.
March 10, 2026
Human Interest Is Now Available to Provide Technology-First 401(k) Solutions for UBS Financial Advisors
SAN FRANCISCO, March 10, 2026 — Human Interest, Retirement Industry Disruptor™, today announced that UBS will make Human Interest available as a recordkeeping solution on their platform. Now, UBS Financial Advisors will benefit from the addition of Human Interest as a tech-forward, digital retirement plan solutions provider, expanding the range of options available to support retirement plan business owner clients. The announcement underscores a shared commitment from both organizations to provide more than 5,000 UBS Financial Advisors with flexible, innovative financial tools in an evolving regulatory landscape.
January 13, 2026
Human Interest Will Match Any Competing Retirement Plan Price - Guaranteed
Human Interest, Retirement Industry Disruptor™ and the fastest growing 401(k) provider,1 has today announced the launch of its groundbreaking Price Match Guarantee—an industry-first commitment to match the total cost of any verified offer from a competing retirement plan provider.2
December 18, 2025
Human Interest Unveils Third Generation of Human Interest Embedded Retirement, the Industry’s Leading White-Label 401(k) Platform
Human Interest, Retirement Industry DisruptorTM and the fastest growing 401(k) provider,1 today announced the third generation of its embedded retirement technology platform, Human Interest Embedded Retirement (“Embedded Retirement”) that allows payroll providers, financial institutions, accountants, and other financial services providers to embed retirement plans into their products.
December 17, 2025
New Human Interest Report Reveals The Power of Retirement Plan Access for Hourly Workers
Human Interest, Retirement Industry DisruptorTM, today released a new report quantifying the massive impact that access to employer-sponsored retirement plans could have on more than 80 million hourly workers in America.1 The findings reveal a dramatic and solvable gap: when hourly workers have access to a retirement plan, 82% participate and save; without access, 75% save nothing at all.
December 10, 2025
Human Interest Earns J.D. Power Certification for Outstanding Customer Service Experience for Phone Support
SAN FRANCISCO, CA, Dec. 10, 2025 – Human Interest, Retirement Industry DisruptorTM, announced today that the company has earned a J.D. Power certification for delivering outstanding customer service phone support to 401(k) customers1. Human Interest continues its leadership within the industry by earning this prestigious certification as the company scales past 40,000 businesses served across the U.S.
October 15, 2025
Human Interest Advisors Enhances Investment Lineup with Great Gray CITs Invested in BlackRock Index Strategies, Lowering Fees for Small Business Clients
New 3(38) investment lineup lowers average expense ratio by up to nearly 33%; HIA is one of the first in the industry to use Collective Investment Trusts for tens of thousands of businesses.
September 23, 2025
Human Interest Sets a New Industry Standard with Automated 401(k) Audits
Human Interest, Retirement Industry Disruptor™ and the fastest-growing 401(k) provider, announces Audit Relief, a first-of-its-kind solution that takes the stress, cost, and complexity out of annual 401(k) audits. Human Interest’s new solution will unify data collection for auditors across multiple data sources into a single, audit-ready data package, driving greater accuracy, efficiency, and substantially lower costs for plan sponsors.
August 26, 2025
Human Interest Expands Industry-Leading Customer Experience Guarantee
Company achieves 99.999% reliability since guarantee launched earlier this year; challenges others to follow
August 04, 2025
Morgan Stanley Tactical Value to Invest Up to $50 Million in Human Interest
Human Interest has announced an investment of up to $50 million by investment funds managed by Morgan Stanley Tactical Value.
April 23, 2025
Retirement Industry Disruptor™, Human Interest, Introduces PartnerConnect™, Redefining The 401(k) Experience For Financial Advisors
Human Interest, a multi award-winning 401(k) provider, is once again pushing boundaries in the retirement industry by launching PartnerConnect™, an integrated platform that empowers financial advisors to seamlessly create, manage, and monitor their clients’ 401(k) plans and investments from a single dashboard.
February 25, 2025
Human Interest sets a new standard for customer experience in the retirement industry
Today, Human Interest announces its Customer Experience Guarantee for ALL customers, big and small. Human Interest is making a bold commitment to participants and administrators through a transparent pledge to deliver outstanding, fast, reliable service with accountability.
June 10, 2024
Human Interest Earns Fortune Best Place to Work in the Bay Area 2024 and Great Place To Work Certification™
Human Interest announced today that it earned a spot on Fortune Best Place to Work in the Bay Area 2024 and was Certified™ as a Great Place To Work® for the second year in a row.
December 15, 2023
Human Interest Named to Fortune’s Impact 20 List of World-Changing Startups
Human Interest has been named to the Fortune Impact 20 list. The award highlights venture- and private-equity-backed startups that drive social and environmental change through innovative business models.
December 12, 2023
Hospitality Workers Least Prepared for Retirement, New Industry Ranking Reveals
Workers in the hospitality industry feel the least prepared for retirement compared to their peers in other sectors, according to a new study by Human Interest, the top-rated and fastest-growing 401(k) provider. Human Interest and OnePoll conducted a survey of 2,000 workers across 11 industries about their retirement saving activities and attitudes. Each industry was scored against a set of nine retirement preparedness factors.
September 06, 2023
Human Interest introduces Fast Track 401(k), the easiest way to set up a retirement plan
Human Interest introduces a radically simplified experience that lets small and medium-sized businesses start a 401(k) plan in 10 minutes or less. This is the latest step in Human Interest’s mission to close the retirement savings gap.
July 18, 2023
Human Interest Brings 401(k)s to 250,000+ Logistics Workers Through RCPA Partnership
Human Interest, one of the fastest-growing 401(k) providers in the country, has been selected as the exclusive 401(k) partner for the Route Consultant Purchasing Alliance (RCPA), a premier membership organization for logistics professionals.
June 06, 2023
Human Interest Offers Industry-First 3% Cash Back for Retirement
Human Interest, one of the largest and fastest-growing 401(k) providers in the country, is the first to offer a 3% cash back reward to participants who start saving for retirement. Limitations apply.