How to purchase a 529 offering

Adding a 529 plan to your employee benefits package is a great way to help your employees save for the future. You can offer an employer match and allow employees to fund their 529 account(s) via payroll contributions.

Please reach out to our plan support team by calling (855) 906-5280 or emailing us at plansupport@betterment.com for more information on getting started.