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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401(k) Dashboard summary
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A powerful 401(k) experience for you and your clients.

Combining your expertise with our award-winning platform and customization capabilities.

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  • Customizable investment options.

    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.
  • Administrative and compliance support.

    We are your 3(16) administrative fiduciary, handling compliance testing, taking on time-intensive work, and preparing audit packages and 5500s. 
  • Partners to help you scale.

    Dedicated plan support and onboarding specialists that serve as an extension of your firm, so you can more efficiently serve clients.
  • All-in-one advisor dashboard.

    Track plan metrics, generate custom reports, and get participant-level data with just a few clicks.
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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.

An easy-to-manage and automated 401(k) for clients.

Provide simplified administration and operational support through a digital-first retirement plan.

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  • Seamless payroll integrations.

    We connect with most payroll providers to largely automate plan administration.

  • Service and support.

    A dedicated onboarding specialist helps clients get started and provides ongoing support.
  • Employee engagement resources.

    A comprehensive program of webinars, emails, and more to reduce the burden on plan sponsors.
  • Optional, modern employee benefits.

    Go beyond the 401(k) with benefits to attract and retain top talent—from Student Loan Management to 529s.

A better 401(k) for participants.

Offer participants not just a retirement plan but also a highly rated mobile app§ that provides personalized advice and access to additional financial products such as IRAs and high-yield cash accounts.

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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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Get a 401(k) to match your ambition.