Case Study: Curtis&Co empowers employees and reduces 401(k) risk with Human Interest

How a safe harbor 401(k) helps Curtis&Co reduce risk and empower employees

Curtis&Co, a boutique management consulting firm, faced the challenge of attracting and retaining talent while staying competitive with its employee benefits offerings as a smaller, agile company. To empower its employees and live up to its core values, the firm sought to implement its first-ever 401(k) plan and partnered with vendor Human Interest to find a robust and affordable solution.

Human Interest provided a 401(k) plan with a safe harbor design, which included automatic enrollment, an employer match, and immediate vesting. This solution not only reduced the company's compliance risk but also empowered employees at all career levels. The result was a 100% participation rate from the firm's full-time employees, successfully helping Curtis&Co offer a benefit traditionally reserved for larger companies.

Curtis&Co

Joya Hariharan

Head of Operations