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Betterment

Save, invest, retire

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a better 401(k) for YOUR CLIENTS’ business

Betterment’s low-cost, tech-forward solution makes administering a plan easy for business owners. And makes saving for retirement easy for their employees.

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a better 401(k) for YOUR CLIENTS’ business

Betterment’s low-cost, tech-forward solution makes administering a plan easy for business owners. And makes saving for retirement easy for their employees.

Get started

  • Deepen your relationships

    Give your clients a 401(k) plan employees will actually use, with features that can mean 38% more money in retirement.*

  • Easy billing

    We collect the AUM fee you agree on with your client, and send it to you on a quarterly basis.

  • Attract new clients

    Access to plan data along with our customizable email feature means you can invite plan participants to become clients of your advisory practice.

* By utilizing our automated features, and following our recommended investment advice, a Betterment customer could earn an estimated 38% more over 30 years.

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Fiduciary Support

Betterment acts as both 3(16) administrative and 3(38) investment fiduciary, significantly reducing employer obligations and freeing you up to provide plan oversight.

Read about our investment strategies
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Showcase your value to your clients.

Betterment’s reporting tools arm you with the information you need for your regular plan reviews with your clients. The platform’s downloadable reports will help you to demonstrate how their plan is performing and what you can do to help them improve.

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Learn more about our 401(k) plans

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