Exciting News: Affordable 401(k) Plans Now Available Through Our Partnership with Human Interest!

​We're thrilled to announce that we've partnered with Human Interest, a leading 401(k) provider for small and medium-sized businesses, to enhance your benefit offerings with an affordable and accessible retirement plan.

As you may know, NEST will now require businesses with SIX employees to offer a retirement plan. This partnership ensures you have a straightforward way to stay compliant and avoid state penalties. Human Interest helps significantly reduce the burden of managing a 401(k) plan through easy setup, streamlined administration, comprehensive recordkeeping, and smooth employee onboarding.

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​What You'll Receive with Human Interest:

● Easy Setup and Administration: Get your plan up and running quickly with minimal hassle.
● Flexible Plans & Portfolios: Choose options that best fit your business and employees' needs. Tied to an Insurance of America Financial Advisor.
● Transparent Three-Tier Pricing: Understand your costs clearly with no hidden transaction fees.
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Potential Benefits for Your Business:

For Clients Starting a New 401(k) Plan:
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● Up to $16,500 in SECURE Act Tax Credits: Substantial tax savings can help offset the cost of starting a new plan.
● Access to Customer Promotions: Further reduce initial expenses with special offers.
For Clients with an Existing 401(k) Plan:
● Complimentary Benchmark Report: Get a free analysis to see if your current plan is competitive.
● Up to $2,000 in Deconversion Fee Reimbursement: We can help cover costs if you decide to switch providers.
We're committed to providing you with the best possible resources, which is why we're so excited about this partnership. It makes offering a high-quality, affordable retirement plan accessible to you and your valuable teams.

Ready to Learn More?

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 invest 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.