Browsing Tag
Human Interest
20 posts
Human Interest Introduces Enhanced 3(38) Investment Lineup to Lower Small-Biz Fees
New lineup with Great Gray CITs invested in BlackRock index strategies lowers average expense ratio by up to nearly 33%
October 15, 2025
Human Interest Unveils Automated 401(k) Audit Solution
“Audit Relief” aims to combine data collection for plan auditors
September 23, 2025
Human Interest Doubles Down on Unique Customer Service Guarantee
Expansion comes after “99.999%” success rate under first-of-its-kind promise that began in March
August 26, 2025
Human Interest Announces $50M Investment from Morgan Stanley Tactical Value
The investment brings the firm to over $700 million in funding
August 4, 2025
Human Interest Debuts PartnerConnect
The new platform allows advisors to view and manage clients on one platform, among other features
April 23, 2025
Capitalize, Human Interest Make ‘Most Innovative Companies’ List
401(k)-focused firms named to prestigious Fast Company 2025 rankings of companies reshaping industries
March 19, 2025
First-Ever ‘401(k) Customer Experience Guarantee’ Starts March 1 from Human Interest
Plan sponsors and participants will be compensated if San Francisco-based plan provider doesn’t meet its new commitments
February 25, 2025
Employers Key in Helping Workers Navigate Economic Pressures
Employees express regrets over their retirement savings decisions, but a survey by Human Interest shows how employers can help rectify them
September 5, 2024
‘DOL Audit Defense’ Among Trio of New Services Introduced by Human Interest
401(k) provider focused on SMB market says the new offerings are industry firsts
April 5, 2024
7 Industries Most Prepared for Retirement (and 3 that are Not)
Across all industries, half of workers have less than $100,000 saved for retirement, Human Interest survey finds
December 12, 2023