2024 was exciting as we worked to provide even more value to our customers by adding to our product. Here are four of customers' favorite game-changers: ✔️ Employee data alerts ✔️ DOL audit defense ✔️ Tax savings maximizer ✔️ Flexible eligibility criteria And there’s more to come in 2025!
Human Interest
Financial Services
San Francisco, California 20,933 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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Small businesses are the backbone of America. We’re proud to be on the list of Notable Capital’s Top 50 companies driving innovation for this group. If you’re headed out tomorrow, please consider supporting #SmallBusinessSaturday in your community.
The 2024 SMBTech 50 list is out now! This curated list, determined by top VCs, represents the top 50 companies driving innovation and building for SMBs - one of the most important segments of the U.S. economy! A big thank you to our partners Stifel Bank Fenwick & West Nasdaq You can find the complete list here: www.smbtech50.com/the-list
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CERTIFIED FINANCIAL PLANNER | Certified Exit Planner | Podcast Host | Empowering Entrepreneurs and Dental Practice Owners to Become Wealthier & Happier
In this episode, we sit down with Marc Fowler Director of Retirement Education at Human Interest, the fastest-growing 401(k) provider. Mark shares valuable insights on how businesses of all sizes can leverage 401(k) plans as a powerful tool for both tax savings and employee retention. We dive into the advantages of Secure Act 2.0, the importance of fiduciary support, and the myths surrounding the cost and complexity of retirement plans. If you're a small business owner or entrepreneur, this episode is packed with essential advice to help you make the most of your 401(k). Now available where awesome podcasts are streamed. #portfoliopulse #podcast #finance #entrepreneurs
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Did you know that offering a 401(k) can help maximize tax savings for your company? Join Human Interest for a free webinar on November 21 to learn more about how you can make offering an employee retirement benefit a tool for growing your business. Register now: https://hubs.la/Q02Wml4J0 #PartnerWithHumanInterest #A401(k)ForEveryBusiness
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We are headed to the Home Services Summit in Orlando, Florida from November 6–8! Want to learn how offering a retirement savings plan can be a growth strategy for your business and employees? We’d love to connect. Look for us at booth 302. #PartnerWithHumanInterest #A401(k)ForEveryBusiness
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Calling all CPA partners: Join us on November 13 for a free CPE course on profit-sharing scenarios of 401(k) plans. You’ll learn about: 💰 IRS rules regarding profit-sharing plans. 🧪 Types of profit-sharing formulas. 📊 Plan design strategies. 📈 And more! Register today: https://hubs.la/Q02WlwZh0 #PartnerWithHumanInterest #Webinar #A401(k)ForEveryBusiness
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Human Interest is headed to NOA’s Annual Meeting in Frisco, Texas! We’d love to connect with McDonald’s owners, suppliers, EverGreens, and guests who want to learn how offering a retirement savings plan can be a growth strategy for your business and employees! #PartnerWithHumanInterest #A401KForEveryBusiness
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Our recent “Retirement Roadblocks Survey”¹ showed that when employers offer education around general financial wellness, 91% of employees enroll in their employer-sponsored retirement plan. This #NationalRetirementSecurityMonth, learn how businesses like yours can help employees save for a more secure future. Learn more: https://hubs.la/Q02TGFgC0 #NRSM #A401KForEveryBusiness ¹Human Interest, Retirement Roadblocks Survey, 2024: https://hubs.la/Q02TGFdN0
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Are you a financial professional attending @Osaic #ConnectED24 in Orlando? We can help you expand your offerings to include an affordable, modern 401(k) that fits the needs of businesses of all sizes. Let’s explore a partnership. See you there during #NationalRetirementSecurityMonth!
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Join Human Interest on October 29th for a fireside chat with special guests Tom Krusic, CFP®· CPC· AIF®, Financial Consultant at intellicents and Chris Jaffe, MSA, Director at CBIZ SLD. You’ll leave with great insights, including: •What retirement savings options are available for business owners. •How to improve your business’s financial position by leveraging a 401(k). •How to take advantage of tax credits with retirement plans. Register: https://bit.ly/3Yt29Jb #PartnerWithHumanInterest #Webinar #A401KForEveryBusiness
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