If eligible, their businesses can apply for tax credits to cover:
Up to 100% of administrative costs of establishing the plan**
Up to $1,000 of matched contributions per employee per year
Plus… the same employee benefits, including contribution limits up to 3X higher than IRAs
** Source: SECURE Act 2.0
A retirement savings plan with investment advice, plus:
Financial education and habit-building tools
Mobile app available in English and Spanish
Phone and virtual support
Additional investment options
Online financial coaching
Referral program benefits
Dedicated relationship manager
Personalized client portal
Launch plan promotional materials
Resource center to boost employee participation
No administrative headaches
your employees can trust
Selected professionals, including accountants, bookkeepers, and tax and payroll experts, can apply to our partner program.
It's easy! To apply for the Finhabits Partner Program just fill out the form on this Website or call us to request more information at 1-800-935-7214.
Finhabits offers innovative financial wellness benefits that help businesses attract and retain their best employees.
Finhabits is a company that has been recognized by the retirement and tech industry for its deep commitment with employee diversity and inclusion. However, Finhabits is available for every business and worker in both English and Spanish language.