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Retirement Plans for Small and Medium-Sized Businesses

Offer your employees the benefits they're looking for with Human Interest's affordable, automated, and cost-effective retirement plan for small and medium-sized businesses.

We’re making payroll + 401(k) easier.

Add an affordable retirement service to your benefits offering.

CSI has partnered with Human Interest, a 401(k) provider for small and medium-sized businesses. Human Interest reduces the burden of managing a 401(k) plan with easy setup and administration, recordkeeping, and streamlined onboarding for employees. Founded in 2015, Human Interest works with employers in all lines of work to provide retirement benefits to their employees.

With Human Interest you’ll receive:


Easy setup and administration with continuous account management


Affordable, low cost investment options


Transparent pricing and zero transaction fees2


“No-touch” 401(k) + payroll integration with CSI

Human Interest Screen

Even More Benefits

Additionally, with the newly signed SECURE Act 2.0 legislation, businesses with 50 or fewer employees may be eligible for a tax credit to cover 100% of plan start-up costs, which could mean up to $15,000 in tax credits over three years!

Interested in starting a retirement plan with Human Interest? Reach out to us today. 

Discover What CSI Can Offer You

Reap these benefits when you work with CSI.

Schedule a Consultation
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Excellent Customer Service

If you ever have a question, it's resolved quickly.

Growth Curve

Less Administrative Work

Our automated systems make plan maintenance easy.

Staying in Compliance

Affordable Plans

Our small plans also scale with your business as you grow.

Your Small Business-Focused Retirement Plan Package

Offer the same benefits as big-name 401(k)s at less cost and with less administrative work with our partner, Human Interest. Start working with a benefits program that scales with your small business and has zero transaction fees. Need extra incentive to get started? Ask us about the SECURE Act's small employer start-up credit.

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See What CSI Accounting & Payroll Clients Have to Say

Improve Your Employees' Lives in Just Three Steps

When you follow these steps to partner with CSI Accounting & Payroll's automated retirement plan service, you get more time to work on growing your business and increasing your profitability instead of performing excessive administrative work on the accounts. Not to mention, you're going to give your employees the retirement plans they've been asking for, fueling overall improved hiring, employee retention, and work motivation. Sign up for CSI’s accounting service as well to take advantage of our “no-touch” integration with our retirement plan partner.

Retirement Plans For Small Business FAQs

Can CSI manage my 401(k) plans?

What is CSI’s process to manage my 401(k) plans?

Why should CSI manage my 401(k) plan?

What if I get charged by my current provider if I switch?

Why should I offer retirement plans?

Easier Retirement Planning Starts Now

Pave your path to less stress and more confidence. If you're ready to talk to an expert, schedule a consultation today!

1Investment Advisory services are provided by Human Interest Advisors, LLC., an SEC-Registered Investment Adviser. Investing involves risk and may result in loss. Past performance is no guarantee of future results, and expected returns may not reflect actual future performance. Not an offer, solicitation or advice to buy or sell securities in jurisdictions where Human Interest Advisors, LLC. is not registered. For full disclosures, visit humaninterest.com/disclosures.

2For information about Human Interest’s pricing, please refer to their Pricing Page, which describes the fees charged for administrative and advisory services. Fees for investment advisory services are billed according to the Terms of Service.

Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy
for small and medium-sized businesses to assist their employees invest for retirement. Investment
Advisory services provided through Human Interest Advisors, a Registered Investment Adviser. For
more information, please visit humaninterest.com. 

This content has been prepared for informational purposes only, and should not be construed as
tax, legal, or individualized investment advice. Consult an appropriate professional regarding your
situation. Human Interest does not provide tax or legal advice. Investing involves risk, including risk of
loss. Past performance does not guarantee future results.

Investment Advisory services are offered by Human Interest Advisors, a subsidiary of Human Interest Inc. Human Interest Advisors is a registered investment advisor with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or training. Investing involves risk and may result in loss. Past performance is not a guarantee or indicative of future returns, and expected returns may not reflect actual future performance. The value of investments will fluctuate, and investors may earn or lose money. Investment strategies may not be suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment decision. Additional information can be found in the company’s Form ADV Part 2A.

CSI Accounting has a partnership with Human Interest and may be compensated if you hire Human Interest. CSI Accounting and its representatives are not affiliated with or employed by Human Interest. For the full disclosures, refer to humaninterest.com/disclosures/