Welcome to your advisor toolkit
Get started with Betterment's step-by-step guides, client-ready resources, and personalized support designed to help you serve every plan with confidence and ease.
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Onboarding
Explore your new advisor dashboard
Get up-to-date plan and participant data and quickly access reporting and support.
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Onboarding
Review client onboarding
Track plan sponsor progress as they move through the onboarding process.
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Onboarding
Watch a guided tour
See plan and participant insights, use reporting tools, view documents, and access support resources.
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Plan sponsor experience
Show clients how Betterment makes plan administration intuitive, transparent, and effortless. Start tour
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Participant experience
Help employees feel confident with clear guidance and easy, modern tools.
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3(38) fund lineup
Explore our turnkey Betterment 3(38) fund lineup or get in touch to explore our open architecture for fund flexibility on plans where you'll be 3(21) or 3(38).
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The annual compliance cycle
Help clients stay organized and on top of important deadlines.
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Plan sponsor calendar
Plan sponsors can bookmark this for key dates.
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Expanding into Wealth planning
How retirement plan advisors can meet rising demand for planning, advice, and personal financial services.
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Grow your Retirement business
What wealth advisors should know about building a successful retirement plan practice.
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Explore new trends in financial benefits
How today’s workforce is approaching its finances and long-term security.
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Get support you can count on
Contact your CSM today.
Contact details are available in the Support tab of your Advisor Dashboard.
