401(k) Provider Comparison Checklist

This document is a checklist designed to assist businesses in comparing 401(k) providers, specifically focusing on Human Interest and its features relative to other providers. It outlines key considerations such as integration with payroll systems, customer feedback, reporting capabilities, plan customization options, and the level of support provided. The checklist includes specific questions that businesses should ask potential providers, such as whether they handle compliance and investment management, and details the administrative experience offered by Human Interest. It also provides information on the cost structure for both businesses and employees, highlighting the absence of transaction fees and the pricing model for featured plans. Additionally, the document describes the onboarding process for employees, emphasizing ease of participation and the support available to them. Overall, the checklist serves as a practical tool for businesses evaluating their 401(k) options.