Affordable retirement Market opportunity exists for small and mid-sized businesses seeking affordable, zero-transaction fee 401(k) plans, highlighting Human Interest as a value-driven partner that eliminates traditional per-transaction costs.

Price match edge Leverage the January 2026 price match guarantee to win competitive bids by matching or beating rivals’ offers, appealing to cost-conscious SMBs evaluating multiple providers.

Fiduciary capabilities Promote the newly launched 3(38) investment fiduciary lineup to reduce client burdens and fiduciary risk for SMBs, differentiating from peers with higher ongoing advisory costs.

Public market momentum Position for growth as potential IPO or unicorn momentum attracts investor attention; emphasize stability, scale, and funding strength to enterprise customers seeking trusted fintech partners.

End-to-end tech Highlight Human Interest’s end-to-end technology that simplifies administration and compliance for SMBs, presenting as a scalable solution for brokers and financial advisors seeking seamless integration.