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Company Name
Size :
501-1000
Location :
United States
Industry:
Financial Services

Person's name
Title of the person
Partnership Program :
Broker Referral
Target Partner Location :
Worldwide
Target Partner Persona :
Employers, Employees, Small Business Owners, HR Professionals, Insurance Seekers
Broker Partner
Provide retirement benefits to clients with as few as one employee and set yourself apart from your competitors.
- Flexible plans with ERISA-bonded plans to help protect your clients
- Plans for businesses with as few as one employee
- Education on state and federal retirement legislation
- Dedicated partner support from a local Partner Account Manager

🌟 Key Benefits of the Program:
Offer
✅ Eligibility Criteria:
Ask
Your hub for state mandate legislation
- Many states have passed legislation mandating retirement benefits. What’s required in yours? Here's the latest on state-sponsored plans.
Understanding ERISA fidelity bonds
- Complete and Concierge-level clients are protected by fidelity bonds procured by Human Interest.
Complimentary benchmarking
- Benchmarking current plans helps companies evaluate how their current plan stacks up against other plans.

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End User
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tags
Franchise Partner
Franchise
Worldwide
Franchise Owners, Franchise Employees, Franchisors

tags
Financial Advisor Partner
Advisory
Worldwide
Small and Medium-Sized Businesses, Employers, Financial Advisors

tags
Accounting Professional Partner
Accountant
Worldwide
Small Business Owners, Entrepreneurs, Freelancers, Corporations, Nonprofit Organizations, Individuals
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