A better 401(k) for your clients

Our low-cost, tech-forward solution makes administering a plan simple for business owners and saving for retirement easy for their employees.

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Two people connected through their laptops.

Give your clients a 401(k) that's easy and affordable.

  • Payroll Integrations.
    Betterment is integrated with commonly used payroll providers to help streamline administrative processes.

  • Better outcomes.
    Give your clients a 401(k) plan to support employees' retirement goals—with an intuitive platform that lets them see all their financial goals in one place.

  • Fiduciary support.
    Betterment acts as both 3(16) administrative and 3(38) investment fiduciary, significantly reducing employer obligations.
A goal to retire in the mountains that is on track with a target amount of $850,000 and target date of May 2050.

Our 401(k) adds value to your practice without more hassle.

Betterment's Business for Advisors 401(k) summary screen.
  • Deepen relationships.

    You can present our investment philosophy with confidence, without having to select and monitor funds or build and manage portfolios.

    Our investing philosophy
  • Attract new clients.

    Access to plan data along with our customizable email feature enables you to invite employees to become clients of your advisory practice.
  • Easy billing.

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

Find out if our 401(k)s are right for your clients.

Schedule a demo