Roger Lee

CEO and co-founder

Roger Lee is the CEO and co-founder of Human Interest. Based in San Francisco, Human Interest helps small businesses all over the country offer 401(k)s to their employees. Roger and his team focus on increasing 401(k) access through a high-quality, affordable solution that lowers the administrative burden for businesses and prioritizes employee experience and education. He was formerly a co-founder at Thunder and has a degree in Applied Mathematics from Harvard University.

Adviser strategies

Here’s what you need to know when adding a 401(k) to your portfolio

Adding retirement benefits to your portfolio can be intimidating, but can help to retain clients long term.

By Roger Lee

March 29