In the final part of our Payroll series, Murph looks at the balance of the payroll-related Benefit Sponsors at this year's "Scaling New Heights" conference in Orlando, Florida.
Human Interest offers full-service 401(k) plans for small- and medium-sized businesses at an affordable, transparent cost. Its plans are completely customizable to meet the business owner's needs. The platform is easy to use and intuitive for the participant's comfort and piece-of-mind.
The Human Interest platform:
- Seamlessly integrates with 100-plus payrolls to eliminate the burden of processing employee contributions
- Helps you choose low-cost, diversified funds for your company’s plan and offers self-directed options
- Prepares, signs and files your IRS forms so you don’t have to deal with the paperwork or liability associated with missed requirements
- Gives you a 360-degree view of your plan from its admin dashboard, which also allows you to view reports and see all your employees who have joined
- Provides simple onboarding in which employees can sign up within minutes, without paperwork or confusion
- Recommends a contribution rate and investment portfolio based on each employee’s circumstances and offer nudges that drive better decisions (see its Investment Philosophy for more information)
- Puts your funds go into a diversified, low-cost portfolio and rebalance quarterly thanks to its portfolio manager (employees who want more flexibility can choose and manage their own funds)
- Provides employees with an easy interface, which allows them to check their balance, change contributions and update portfolio preferences
- Offers ongoing support via email or telephone anytime
Human Interest partners with organizations that understand the importance of financial wellness and of driving greater value to their clients. Partners receive personalized support and access to simple, affordable retirement plans designed to fit the needs of small- and medium-sized businesses.
Business owners trust their accounting, bookkeeping and business consulting professions with their financial futures. Human Interest’s fully automated platform makes partnering to serve your clients in the area of 401(k) simpler than ever.
It even offers complimentary courses for CPE Credits to its partners.
If you want to find out more about how Human Interest can help meet the 401(k) needs of your clients or how you can partner with them to benefit your clients and practice, stop by its booth in the exhibit hall.
You also can point your browser to the Human Interest website for more information.
Icon knows you and your employees want the same thing: an easy-to-use, low-cost, retirement savings plan. You want it to work like a 401(k) plan, but without the cost, complexity, risks and administrative burden.
Its platform elevates and modernizes retirement savings plans for businesses, their employees, and 1099 workers.
For employers, Icon delivers fully-designed, ready-to-use, digital retirement plants that make everything faster, easier and radically less expensive. For employees, it transforms retirement savings into a personalized, portable plan that stays with you without rollovers and without high fees.
As the leader in portable retirement, it has unified workplace savings, personal retirement and portfolio management into a single, tax-advantaged solution.
- The Icon Primary plan is an easy to set up, easy to use, primary retirement savings plan for your company
- The Icon Companion plan is a simple way to help your employees save more as a companion to your existing 401(k)
- The Icon State plan is a qualified and complete solution that meets state retirement plan mandates.
So, if Icon sounds like the perfect solution for your firm or your clients, swing by its booth in the exhibit hall. For more information, you can visit the ICON website.
Acknowledgements and Disclosures:
Portions of this feature, including graphical artwork contained therein, have been adapted from content used from the vendor (sponsor) websites (or other related sources) of the various sponsors (vendors) discussed within this feature. All such source materials within this feature by Insightful Accountant were adapted and are furnished solely for educational purposes.
As used herein, QuickBooks refers to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California. Intuit QuickBooks and the QuickBooks ProAdvisor Program are proud sponsors of Insightful Accountant's 2022 Top 100 ProAdvisor and the ProAdvisor of the Year Awards.
Scaling New Heights is a registered trade name of Woodard Events LLC of Canton, Georgia. Scaling New Heights is a proud sponsor of Insightful Accountant's 2022 Top 100 ProAdvisor and the ProAdvisor of the Year Awards.
Any other trade names used herein refer to products that may be registered, trademarked, or otherwise held by their respective owners; they are referenced for informational and educational purposes only.
This is an editorial feature, not sponsored content. None of the vendors within this article have paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
The publication of this article, nor the inclusion of this product within the related series, does not represent any endorsement by either the author or Insightful Accountant.
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