Human Interest

10/07/2025

On Wednesday, October 22, CPAs are invited to join Human Interest for another free CPE course, “Red flags of non-compliance in 401(k) plans.”

Upon completion of the course, you will be able to:

• Define insufficient Fidelity Bonds.
• Associate the penalties for failure to submit Form 5500.
• Define loans in default and failure of the ADP/ACP test.
• Apply the process of how to prevent red flags at a fiduciary level.

RSVP here: https://hubs.la/Q03LyFwY0

09/17/2025

Partners! When it comes to retirement solutions, navigating the fragmented landscape of providers can be complex and time-consuming. You want to offer your clients a solution without adding unnecessary friction to your workflow.

Join us on Wednesday, September 24, for a webinar designed to empower you with the insights and tools you need to keep your clients happy with confidence.

Unlock a new level of value for your clients and register here: https://hubs.la/Q03HR0p10

09/12/2025

As HR leaders navigate evolving workplace expectations, Human Interest is here to help organizations deliver retirement benefits that are simple, compliant, and built to scale.

If you’re attending HR Tech, stop by booth #2316 to connect with our team and see how Human Interest is redefining retirement benefits for today’s workforce.

We look forward to seeing you in Las Vegas.

09/10/2025

On Monday, September 15, we’re offering a free 1-credit-hour CPE course for CPAs that will explore legislation changes for 401(k)s. This course will cover topics like SECURE Act 2.0 and state retirement mandates.

RSVP here: https://hubs.la/Q03HQKn70

09/04/2025

The retirement industry has a service problem — but it doesn’t have to be this way.

On Monday, September 15, join experts from Human Interest, Escalent, and J.D. Power to learn why a positive customer experience is the new benchmark for retirement plans and how providers can — and must — do better for the businesses and employees they serve.

You’ll leave the webinar knowing:
• Insights into what plan sponsors actually want from their provider.
• The most common frustrations with legacy 401(k) service and technology.
• Innovations and trends that are reshaping the retirement plan experience.
• A better experience for everyone is possible.

Register today: https://bit.ly/3I3cPsk

08/27/2025

If you’re a financial professional heading to the Future Proof Festival in Huntington Beach this September 7–10, we’d love to connect! Come find us at booth #610 to learn how our PartnerConnect™ platform streamlines plan management while providing powerful tools to deepen your client relationships.

08/13/2025

Skipping out on a retirement benefit could cost your business more than you realize. On August 21, join us for a free webinar to uncover the hidden costs of not offering a 401(k) — and explore what you can do about it.

In this webinar, you’ll learn:
• How federal tax credits can offer up to $16,500 to offset costs
• Why a 401(k) is a powerful tool for recruitment and retention
• How to offer a plan that's affordable and easy to manage

Date: Thursday, August 21
Time: 9 am PT / 12 pm ET

Click here to register: https://bit.ly/3J7AwA0

04/23/2025

The retirement industry needs a shake-up. Advisors, this is the 401(k) game-changer you’ve been waiting for.

Human Interest, Retirement Industry Disruptor™, is introducing Partner Connect™—a next-gen 401(k) platform built with advisors, for advisors. No clunky systems. No recordkeeper chaos. Just powerful tech that helps you:
- Accelerate onboarding, management, and visibility.
- Ditch the paperwork and focus on what matters—your clients.
- Win new business and grow your AUM with confidence.

Ready to scale your 401(k) business smarter, faster, and with way less hassle?
https://bit.ly/42C9mHC

03/20/2025

We're excited to share we've been featured in 401(k) Specialist Magazine, highlighting our recognition by Fast Company as one of the 15 Most Innovative Companies in Finance and Personal Finance for 2025. This acknowledgment shows our commitment to innovation within the retirement industry. Fast Company's selection process, which evaluates submissions from across the globe, reinforces the significance of this achievement. We remain dedicated to advancing solutions that benefit our clients and the broader industry.

401(k)-focused firms Capitalize, Human Interest make Fast Company’s “Most Innovative Companies” list for 2025

03/18/2025

We’re honored to be recognized on Fast Company's Most Innovative Companies 2025: Finance & Personal Finance, standing alongside companies helping redefine financial security.

Since 2008, only 140 companies have been featured in Fast Company’s Finance sector and 401(k) providers have been nearly absent from the conversation. This recognition is a milestone in our mission to ensure that people in all lines of work have access to retirement benefits.

https://bit.ly/4kYE3Pr

https://bit.ly/3RldvKA

03/07/2025

At Human Interest, we’re leading the charge for change in the retirement industry, and a huge part of that is fixing broken standards like customer service. That’s why we’re thrilled to be recognized on the global stage by The Stevie Awards, receiving the Achievement in Customer Experience - Financial Services & Insurance gold ranking and the Customer Service Employer of the Year silver ranking — just one week after announcing our Customer Experience Guarantee.

02/25/2025

The retirement industry has long struggled with customer experience. We're changing the narrative. Our Customer Experience Guarantee is our pledge to set a new standard of service that puts our customers first. Read more about our guarantee and how we’re revolutionizing the retirement industry: https://bit.ly/4hQcZjG