Betterment at Work G2 Review Terms and Conditions

Updated July 3, 2025

This offer is only available to individual plan administrators or plan sponsors of a current Betterment at Work 401(k) Plan that contribute a detailed, balanced, and complete review of their experience with Betterment at Work services through this incentivized G2 review link on or before 12/31/2026 (an “Eligible Review”), and does not apply to third-party advisors or individual participants of Betterment at Work 401(k) Plans, or other institutions, corporations, or other affiliates. This offer does not apply to individual comments made on Betterment marketing materials or reviews posted on other third-party review websites or mobile applications not associated with G2, is non-transferrable, must be redeemed by 12/31/2026, and can be revoked at any time. This offer is available to U.S. residents only. If you complete an Eligible Review, G2 will send you a $50 Amazon gift card.

You acknowledge that you are under no obligation to accept or follow any of the information provided or recommendations made in Betterment marketing material. 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 and promotions you are eligible to receive, and to refuse or recover a discount or promotion if Betterment determines that it was obtained under wrongful or fraudulent circumstances, or that any of Betterment’s Terms of Use have been violated. Please see additional information at www.betterment.com.