A 401(k) solution built for advisors
An easy-to-use platform with customizable investment options and white glove support for you and your clients.
- Flexible, customizable plan design and investment options
- Dedicated advisor support for administrative needs
- An all-in-one platform to service clients across retirement and wealth
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Track plan metrics, generate custom reports, and get participant-level data with just a few clicks.
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Build your own fund lineup on our open-architecture platform or outsource it to us. Our investment program is flexible to support you however you prefer to work.
We are your 3(16) administrator, handling compliance testing, taking on time-intensive work, and preparing audit packages and 5500s.
Dedicated plan support and onboarding specialists that serve as an extension of your firm, so you can more efficiently serve clients.
"It's all automated. And I know that frees me up to do things that will add value to clients.”
Paul Sydlansky, Lake Road Advisors
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.
A better 401(k) for participants
Offer participants not just an exceptional retirement plan but also a highly rated mobile app that lets them see their full financial picture with your logo for a cohesive experience.
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Seamless payroll integrations
We connect with most payroll providers to largely automate plan administration. -
Employee engagement resources
A comprehensive program of webinars, emails, and more to reduce the burden on plan sponsors. -
Service and support
A dedicated onboarding specialist helps clients get started and provides ongoing support. -
Optional employee benefits
Go beyond the 401(k) with benefits to attract and retain top talent—from 401(k) match on student loan payments to 529s.
Get a solo 401(k) without
the paperwork.
Offer self-employed clients a fully digital solo 401(k) that’s flexible, full-scale,
and effortless to manage.
and effortless to manage.
An all-in-one platform across retirement and wealth.
Leverage our tools and technology to easily convert participants to new clients. Build relationships and offer holistic financial planning to meet their evolving needs.
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Ready for a conversation?
