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401(k) Participants and Employees Videos

Money expertise to help you stay in the know.

Betterment 101
Demos

Betterment 101.

New to Betterment? Get started with some key topics and concepts.

How to claim your Betterment 401(k)

Here's what you need to know to get your 401(k) up and running.

Investment options for your 401(k)

We make it easy to invest like a pro. Learn what investment options are available and what might be the best fit for your retirement.

Tips on making the most of your 401(k)

Unlock the potential of your 401(k) with expert tips on contribution rates, portfolio choices, and rollover options to help you achieve the retirement you want.

Why should you invest in your 401(k)?

A 401(k) is one of the most effective ways to save for retirement. Here's how we've made it simple for you to get started and put your money to work.

The basics of investing with Betterment

Investing with Betterment may be different from your previous 401(k) experiences. Here's how we make it easy.

How Betterment helps you manage your money

When you’re trying to make the most of your money and plan for the future, Betterment's tools are here to help.

Demos.

Get step-by-step guidance on making the most of your Betterment experience.

Understanding your Betterment 401(k)

A new financial platform can seem like a lot. We explain how to access your information, connect external accounts, set up your 401(k), and more.

Get help tackling your student loans

If you're dealing with student loans, see how Betterment's advice and benefits can help you tackle them.

Review your employee benefits.

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Investment Advice: Advisory services for traditional investments (e.g., ETFs) and digital assets are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC does not require clients to maintain a minimum investment account balance. However, accounts below a certain balance may have certain restrictions. For more information, please see additional disclosure.

Traditional Investment Brokerage Services & Custody: Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA /SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.

Digital Asset Trading Services & Custody: Digital asset trading services and custody are provided by Gemini Trust Company, LLC. For further details regarding the custody of assets, including cash, held at Gemini Trust Company, please see your Gemini user agreement.

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If not otherwise specified above, this page contains original content by Betterment LLC (as opposed to its other affiliates).
The information provided is for general informational purposes only and should not be considered a recommendation or personal financial planning, tax, rollover, or financial advice. The information provided should be used at your own risk.
There are tax implications when investing and some materials may discuss tax impact. Betterment does not provide tax advice. Articles or FAQs do not constitute a tax opinion and should not be used for the purpose of avoiding tax penalties.
Betterment assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”) and such linked websites are not monitored, investigated, or checked for accuracy or completeness by Betterment. It is your responsibility to evaluate the accuracy, reliability, timeliness and completeness of any information available on a linked website. All products, services and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy. If Betterment has a relationship or affiliation with the author or content, it will note this in additional disclosure.
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Investing involves risk and there is the potential of losing money when you invest in securities and digital assets. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.

Investments in securities and digital assets are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Furthermore, investing in digital assets is highly speculative and volatile, and only suitable for investors who are able to bear the risk of potential loss and experience sharp drawdowns. Digital assets are not legal tender and are not backed by the U.S. government. Digital assets are not subject to SIPC protections.

Before investing, consider your investment objectives and Betterment LLC's fees and expenses. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see Betterment’s Form CRS, Form ADV Part II and other disclosures.

Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered.

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Betterment assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). Such linked websites are not monitored, investigated, or checked for accuracy or completeness by Betterment. It is your responsibility to evaluate the accuracy, reliability, timeliness and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, security, or accuracy. If Betterment has a relationship or affiliation with the author or content, it will note this in additional disclosure.