Betterment at Work Spring 2025 Promotion Terms

This offer is only available to new and conversion tax-qualified 401(k) plans with 10 or more Active Participants (defined below) that execute the Betterment at Work Master Services Agreements and Statement of Work between May 12, 2025 and July 31, 2025 and successfully complete onboarding to the Betterment at Work platform (such plan, a “Qualified Plan”). This offer does not apply to existing Plans serviced through the Betterment at Work platform before May 12, 2025.  “Active Participants” is defined as active participants already contributing to the plan with a participant account value of $20.00 or more.

If you are a Qualified Plan, Betterment will automatically apply a fee credit that varies depending on the number of Active Participants at the time of onboarding. Any excess amount of credit will be applied to offset future plan fees. This offer cannot be applied to fees assessed to individual participant accounts. 

This offer is non-transferable and is only being offered to the plan associated with the email address receiving this offer, 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 you 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.