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
![401(k) Dashboard summary](https://www.betterment.com/hs-fs/hubfs/401(k)%20summary.png?width=1204&name=401(k)%20summary.png)
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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.
![quotation mark](https://www.betterment.com/hubfs/quotation%20mark.png)
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.
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Seamless payroll integrations.
We connect with most payroll providers to largely automate plan administration.
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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.
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.
![Investmentoptions](https://www.betterment.com/hs-fs/hubfs/Investmentoptions.png?width=1084&name=Investmentoptions.png)
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Get a 401(k) to match your ambition.
![BettermentConnected-1](https://www.betterment.com/hubfs/BettermentConnected-1.png)