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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.

Speak to an expert

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

  • Payroll Integrations

    Betterment is integrated with some of the most commonly used payroll providers to help streamline administrative processes.

  • Better outcomes

    Give your clients a 401(k) plan employees will actually use -- 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.

Our 401(k) adds value to your practice without added hassles

Deepen relationships

Ours is an investment philosophy you can present with confidence, without having to select and monitor funds and/or build and manage portfolios.

Explore 401(k) investment strategies.

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

Get a consultation