April 25, 2025 // Franchising.com // San Francisco, CA – Today, Human Interest, a multi award-winning 401(k) provider1, is once again pushing boundaries in the retirement industry by launching PartnerConnect™, an integrated platform that empowers financial advisors to seamlessly create, manage, and monitor their clients’ 401(k) plans and investments from a single dashboard. To build this intuitive digital platform, Human Interest invested over 50,000 hours in product and engineering over the last year in direct consultation with dozens of financial advisors.
Targeted to both retirement plan advisors and wealth advisors, PartnerConnect includes innovative features that have long been on advisors’ wish lists: the ability to view and manage multiple clients across one platform, tools to quickly design and change custom investment lineups, and the elimination of dozens of manual processes historically associated with setting up 401(k) plans. PartnerConnect is designed to be an integral tool for advisors to help them grow their business and better advise their clients
“Advisors are on the front lines of the effort to help investors and businesses navigate our challenging retirement system - and their partnership is crucial to Human Interest’s mission to deliver retirement plans for people from all lines of work,” said Rakesh Mahajan, Chief Revenue Officer at Human Interest. “That’s why we designed PartnerConnect with advisors at the heart of the experience.”
Hot on the heels of their brazen Customer Experience Guarantee, an industry-leading commitment to service excellence for all 401(k) customers, Human Interest has now taken on legacy providers who expect advisors to toggle between clunky tools, spreadsheets, and endless rounds of phone tag with offshore support teams. Advisors spend nearly 1,000 hours2, a year on administrative and compliance tasks instead of focusing their time on their customers. PartnerConnect is specifically designed to eliminate many of the burdensome, mundane administration tasks that advisors hate.
“Setting up new plans takes a fair amount of time and several manual processes, including sending emails and documents back and forth. A platform that could automate this process will help me spend less time on administrative work and more time focused on my clients," said Noel Dulac, Managing Partner, Retirement Fiduciary Group, LLC.
PartnerConnect integrates plan design, proposal management, fund lineup, and participant data into a single solution, with features that include:
In describing PartnerConnect, Bob Darrow, President at Strive Retirement, commented, "It’s about time the industry created something like this. Most platforms make it too complicated to support our clients and grow our book of business. This platform is comprehensive and easy to use, and will allow us to scale up our service model, delivering even more value to our clients.”
The retirement savings gap is a significant challenge affecting millions of workers in America, and Human Interest is committed to being part of the solution. PartnerConnect is the latest in a series of innovations transforming the retirement industry, with an unwavering focus on removing barriers that keep people from investing in their future
Financial advisors interested in learning more can contact their Human Interest representative or visit our website at humaninterest.com/solutions/partnerconnect/.
Human Interest, Retirement Industry Disruptor™, is focused on fixing a broken industry that often relies on legacy technology, manual processes, and offshored service models. Human Interest is transforming the way 401(k)s should work, including several industry firsts: eliminating transaction fees3, offering a cash-back incentive program for plan participants, and the first of its kind money-backed customer experience guarantee.
Human Interest has won several accolades this year, including the 2025 Fast Company Most Innovative Award and the 2025 Stevie Gold Award in Customer Experience. Founded in 2015 and headquartered in San Francisco, Human Interest has helped provide retirement benefits to employees at nearly 35,000 companies and counting.
SOURCE Human Interest
Human Interest is a modern and affordable 401(k) and 403(b) solution for small and medium-sized businesses. Our mission is to ensure people in all lines of work have access to retirement benefits.