Human Interest to Provide Recordkeeping for UBS Financial Advisers

Human Interest Inc., a 401(k) and 403(b) plan provider, announced Monday that more than 5,000 UBS Group AG advisers will have access to the company’s recordkeeping platform, which is designed to automate setup, administration and compliance for 401(k) and 403(b) plans. It can help with tasks such as rollovers into Human Interest plans and depositing withdrawals in as little as one business day, according to the announcement.

Human Interest also offers direct integrations with more than 500 payroll partners, according to its internal data, allowing employers to monitor contribution flows and confirm funding status.

“Advisers working with retirement plans shouldn’t be held back by manual administration. We’ve built a turnkey ecosystem that automates the operational heavy lifting through deep integrations,” said Chris Cupolo, Human Interest’s head of strategic partnerships, in a statement. “This allows financial advisers to scale their practice and focus on high-value, holistic advice.”

According to the announcement, Human Interest has invested more than $200 million in product development for its platform.

In January, Human Interest announced its “price match guarantee,” calling it an “industry-first pledge” to match or beat verified offers from competing plan providers. The company also expanded its customer experience guarantee in August 2025, offering customer credit for missed benchmarks, and earned a J.D. Power certification in December 2025 for “outstanding customer service phone support.”

It also introduced an automated auditing process for midsize businesses’ 401(k) plans in September 2025 and an investment lineup that included collective investment trusts for small and midsize businesses in October 2025.

As of December 1, 2025, Human Interest was a recordkeeper for almost 50,000 customers and more than 2 million eligible employees. More than 650 advisory firms use Human Interest technology, according to the announcement.