If this would be your first client with Betterment, you can get in touch with us here.
If you’re already using the Betterment platform for other 401(k) clients, you can either contact your Account Executive or submit a request for a new plan proposal in your advisor dashboard.
Once the client signs the sales agreement, the plan sponsor needs to send deconversion documents to the prior recordkeeper; Betterment should be copied on those communications. From there, Betterment's onboarding team leads coordination of blackout dates, participant notices, and asset liquidation timing. Advisors should set expectations upfront about the process and help keep the sponsor engaged and responsive; this article gives you a deep dive into the plan conversion process.
