We are excited to announce that we have partnered with Human Interest as our preferred retirement plan provider! As your business partner, we continue to make sure you have access to partners that will help you meet the needs of your clients and their employees, and Human Interest does exactly that.
Why you’ll love Human Interest
- Enhance your offering to clients while minimizing your liability by outsourcing 401(k)
- Integrate 401(k) into your prospecting and retention strategy
- Protect against competitors using payroll and 401(k) to get into medical and ancillary benefits
Why your clients will love Human Interest
- Investment Advising: By working with Human Interest, your clients will have access to nearly every mutual fund and index fund on the market (over 30,000!) from Charles Schwab, BlackRock, Oppenheimer, Fidelity, and many more. Investment advising and fiduciary status are provided through Human Interest Advisors, LLC.
- Complete Compliance Management: Compliance testing, 3(21) or 3(38) fiduciary protection, IRS Form 5500 filing, IRS-approved plan documents, audit package, participant disclosures, and recordkeeping are handled entirely by Human Interest.
- Custom Plan Design: Tailored designs include safe harbor, profit sharing, vesting, discretionary match, end-of-year match, specific eligibility requirements, and automatic enrollment.
- Tech Integration: With multiple new technology solutions for HR on the scene, your clients can take advantage of integrations and syncs across several external benefits tools. Human Interest syncs with most payroll providers so your clients won’t waste time with manual contributions.
See the following flyers for more information:
Partners can offer clients additional discounts on top of Human Interest's transparent pricing model and participate in revenue sharing options as part of Human Interest’s Partner Program.
For questions, please contact your B&P Sales Rep - 888.722.3373.