Today kicks off #NationalRetirementSecurityMonth, a nationwide initiative dedicated to raising awareness about the importance of retirement planning and helping employees build a secure financial future. All month, we’ll provide insights into ways employers like you can be part of the solution and help close the retirement savings gap.
Human Interest
Financial Services
San Francisco, California 20,077 followers
Affordable, full-service 401(k) plans for SMBs.
About us
Human Interest is founded on a simple idea: Affordable, zero-transaction fee, 401(k) plans for small and medium businesses. Businesses that, historically, never had access to these types of investment and tax-benefit retirement vehicles. Here are the big things we've done to shake up the retirement industry: 1. We eliminated all 401(k) transaction fees for companies and their employees. 2. We made it so easy to start saving that we see 2x the average industry participation rate. 3. We helped thousands of customers open their company’s first 401(k) plan and start saving. 4. We built end-to-end technology to solve administrative and compliance headaches for small and medium-sized businesses. Human Interest is leveling the playing field on retirement by making employer and employee retirement savings more intuitive, more affordable, and more inclusive. Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses to assist their employees with investing for retirement. Investment Advisory services provided through Human Interest Advisors, a Registered Investment Adviser. For more information, please visit humaninterest.com. This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. Consult an appropriate professional regarding your situation. Human Interest does not provide tax or legal advice. Investing involves risk, including risk of loss. Past performance does not guarantee future results.
- Website
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https://humaninterest.com/
External link for Human Interest
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Financial Services, FinTech, Benefits, Personal Finance, SaaS, Technology, Internet, Retirement, 401(k), and 403(b)
Locations
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Primary
Get directions
655 Montgomery St
Suite 1800
San Francisco, California 94111, US
Employees at Human Interest
Updates
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Human Interest reposted this
🚨 New Podcast Episode Alert! 🎙️ 401(k) plans are essential, but managing them comes with challenges, especially when it comes to audits conducted by the Department of Labor (DOL) via the Employee Benefits Security Administration (EBSA). In this episode, Brian Ullmann, J.D., CFP®, AIF®, Ryan Louie, CFP®, and expert Marc Fowler from 401(k) provider Human Interest dive deep into: 🔍 What triggers a DOL audit? 🔍 What happens during an audit? 🔍 How to prepare and stay compliant as a plan sponsor. 💡 Key insights we cover: - EBSA’s investigations recovered an average of $573.5 million annually (FY2019-FY2023), with 65% of cases resulting in corrective action. - A significant rise in investigations highlights the growing importance of compliance for plan sponsors. Listen now for expert advice and ensure your 401(k) plan is audit-ready! #FinancialInsights #401k #DOLAudit #Compliance #EmployeeBenefits https://lnkd.in/g3-K3zg6
Navigating 401(k) Plans and Department of Labor Audits - Featuring Expert Marc Fowler
https://www.youtube.com/
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Do you have employees in California? Ensure you’re compliant with the state retirement mandate. Our upcoming webinar will help explain how a flexible, customizable Human Interest 401(k) can be a viable alternative to the state-run option. To join our webinar, register here: https://bit.ly/3TBJvMq
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We recently surveyed more than 1,000 full-time workers to better understand their knowledge of the retirement industry and the challenges they face. Read more in our Retirement Roadblocks Survey 2024: https://lnkd.in/gXFEDxcc
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Calling all partners! Join us for our partner-exclusive webinar: Strategic Partnerships: Unlocking the Power of 401(k) Plan Benchmarking on September 25 at 9 a.m. PT / 12 p.m. ET This virtual event will cover all things 401(k) plan benchmarking to help you see how your clients can maximize their existing benefits, save on fees, and find the best retirement plan for their business! RSVP here: https://bit.ly/47gpMqY
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Happy National 401(k) Day! We may be a little biased, but it’s one of our favorite days of the year. Thank you to our employees, partners, and customers for helping us in our mission of making retirement plans accessible to people in all lines of work. Human Interest is proud to help over 25,000 businesses and 1,000,000 employees on our platform in saving for a more secure financial future.* In honor of National 401(k) Day, we’re pleased to announce the latest edition of the Retirement Roadblocks Survey 2024, offering fresh insights into retirement trends among full-time workers. Download the guide today: https://lnkd.in/gV8A33ew. *Human Interest Internal Data as of July 31, 2024
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Rhode Island is the latest state to require a retirement program for private-sector employers. While final details are still to come, employers have options to comply with state regulations—including offering a 401(k) plan. Get ahead of the curve today. If you or your clients have questions on the changing retirement legislation landscape, reach out to our team today.
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Back by popular demand! Join us for our “SMB Tax Credits for Retirement Saving Plans and More” CPE course on Wednesday, August 28, at 9 a.m. PST / 12 p.m. EST. Register now to secure your spot! View the full course material here: https://bit.ly/3X6zt7V
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Small business owners have a few options when it comes to choosing a retirement plan—and often, the plan that is best for your business can change over time. Effective this year, if you currently offer a SIMPLE IRA, you are now eligible to convert to a safe harbor 401(k) plan mid-year. If you or your clients are interested in switching a SIMPLE IRA to 401(k), reach out to our team by August 16.
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If you currently offer a 401(k) plan, it’s important to check that you’re offering your employees the best option. Benchmarking helps evaluate if your plan fees are reasonable and you’re receiving the most value from your plan. Employers are recommended to benchmark their plans at least every three years. Contact Human Interest today for a complimentary benchmark report.
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