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
Betterment is integrated with some of the most commonly used payroll providers to help streamline administrative processes.
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 and that can increase portfolio values by an estimated 38% over 30 years, by utilizing our automated features, and following our recommended investment advice.
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
Ours is an investment philosophy you can present with confidence, without having to select and monitor funds and/or build and manage portfolios.
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.
We collect the AUM fee you agree upon with your client and send it to you on a quarterly basis.