HUMAN INTEREST REFERRAL

Human Interest 401k

Your Small business 401k Solution!
Human Interest Inc. (“Human Interest") is a 401(k) provider that gives small and medium-sized businesses access to low-cost, high-quality retirement plans that make it easy to start saving for your future. Human Interest's investment advisory services are provided for a fee by Human Interest Advisors, LLC ("HIA"), a subsidiary of Human Interest.
Human Interest 401k
Your Name (Agent)*

First NameLast Name
Your Email (Agent)*
example@example.com
Your Phone Number (Agent)*

Area CodePhone Number
Referred COMPANY Name:*
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Decision Maker's Name*

First NameLast Name
Decision Maker's Phone Number*

Area CodePhone Number
Decision Maker's Email*
example@example.com
Roughly how many eligible employees do they have?*
Do they currently have a 401k to replace?*

YesNo
If so, who is it with?
Is this in regards to the mandate and wants to know their options?*

YesNo
Are they open to hearing about benefits of 401k and tax credits?*

YesNo
Are there any other relevant notes that could help human interest prior to meeting about your 401k?
This form will go to Phil Kennedy - Partner Account Manager at Human Interest. He will take it from here. Please let your client know that a representative from Human Interest will be reaching out to them to schedule an appointment!

phil.kennedy@humaninterest.com

720-334-6661
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Human Interest 401k