Human Interest, a provider of “automated 401(k) plans” based in San Francisco, announced the launch of a new Partner Program, including an integrated Partner Portal.
According to the firm, the Partner Portal is designed to serve as the user interface for partners to manage their client referrals. The portal, the firm says, is now “fully integrated into the Human Interest Partner Program and is designed to enable Human Interest partners to easily set up and manage a fully-automated and online retirement solution for their clients.”
The solution is tailored for financial advisers, benefits consultants and brokers. These professionals can can participate in the Partner Program by signing up online.
“With access to the Partner Portal, Human Interest partners have the ability to refer small business clients, track statuses on client referrals, manage revenue share agreements, and update contact, payment, and other user information,” a spokesperson for the firm says.
Roger Lee, Human Interest CEO and co-founder, says the portal improves partners’ ability to provide small business clients with a 401(k) experience that is optimized and enhanced for their specific business strategy.
According to Lee, the portal promotes a “modernized 401(k) approach” and features back office support for new plans, help with revenue sharing and assistance with meeting fiduciary responsibilities.
Advisers to 403(b) plans can also leverage the portal, according to the firm.