Betterment at Work Safe Harbor Promotion Terms

This offer is only available to new Safe Harbor 401(k) plans that execute the Betterment at Work Master Services Agreements and Statement of Work between June 2, 2025 and September 5, 2025, and successfully complete onboarding to the Betterment at Work platform by October 1, 2025 (such plan, a “New Qualified Plan”). This offer does not apply to currently existing or conversion 401(k) plans. 

New 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.