Saving for retirement can be overwhelming
Betterment streamlines the process. We choose the funds that make sense for each employee and provide personalized advice. That way, your people can get back to doing what they do best.
We guide employees through every decision
With guided onboarding, we’ll walk employees through the process of creating their personalized retirement plan and provide a recommendation on how much, and in what accounts, to save.
Personalized investment plans
Real-time snapshot of finances
Betterment links employees’ outside investments, savings accounts, IRAs, and spousal assets, so they can see the big picture for both their long- and short-term financial goals.
Employees can make it their own
Employees can schedule a session* with one of our certified financial planners to ask specific questions, change fund weights, and even choose other investment strategies, including socially responsible investing.
Our low costs and automated tax coordination service can increase retirement savings over time.