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

Integration with 500+ payroll providers, which can reduce administrative burden and help ensure employee contributions are seamlessly applied to payroll.

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.

Monthly pricing starting at only:

$120

base fee

per eligible employee

An investment advisory fee is paid to Human Interest Advisors (HIA) of 0.01% of plan assets and a separate fee for recordkeeping services and custody-related expenses is paid to Human Interest Inc. (HII) of 0.05% of plan assets. Both fees are deducted on a monthly basis from the employee's account according to the HII and HIA Terms of Service. All prices are exclusive of applicable taxes. If the plan sponsor elects to hire an external investment advisor, the plan sponsor will pay such advisor as agreed between the plan sponsor and advisor. For more information, please see our pricing page.

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.