New Advisor Q1 2026 Promotion Terms and Conditions

This promotion is available to new Advisors on the Betterment Advisor Solutions platform who advise employer-sponsored 401(k) plans (“Advised Plans”) with the following qualifying criteria: (1) new Advised Plans with at least 25 employees eligible to participate at the time of signing; or (2) conversion Advised Plans that have (i) at least $500,000 in AUM, or (ii) have at least $100,000 in AUM and at least 15 Active Participants. Eligible plans must execute the Betterment at Work Master Services Agreements and Statement of Work by March 31, 2026 and complete onboarding within three months after signing (such plans, “Qualified Plans”). This offer does not apply to currently existing and active 401(k) plans on the Betterment platform. “Active Participants” is defined as participants already contributing to the 401(k) plan with a participant account value of $20.00 or more. 

Qualified Plans that complete onboarding will receive discounted Introductory Pricing as set forth in their Betterment at Work Master Services Agreement. 

This offer is non-transferable, is available to plans only in the U.S., and can be revoked by Betterment at any time. This offer does not favor highly compensated employees. Tax information provided by Betterment is not a substitute for the advice of a qualified tax advisor. You should consult with your tax advisor to discuss tax-related concerns.

Betterment reserves the right to limit the discounts plans are eligible to receive, and to refuse or recover a discount if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Betterment at Work Master Services Agreements, Betterment Participant Terms & Conditions and/or any other Betterment agreements have been violated. Please see additional information at www.betterment.com.