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Get Started With Your Betterment 401(k)

Are you a new Betterment 401(k) plan participant? Set up and start contributing to your account with our Getting Started Guide.

Articles by Betterment Editors

By Betterment Editors
Betterment  |  Published: May 24, 2016

Using the guide, new 401(k) plan participants can learn how to set up and manage their accounts with Betterment’s highly intuitive and easy-to-use platform.

New and existing Betterment customers can sync their outside accounts to see all of their wealth in one place.

All 401(k) plan participants can add taxable accounts, IRAs, and even roll over previous employer 401(k) plans to Betterment.

B4B getting started guideIf you’re a new participant in a Betterment 401(k) (and even if you’re already a Betterment customer), we’ve created an easy Getting Started with Betterment for Business guide to help you set up your account. With this guide, you can start contributing and investing for your retirement goals today.

The guide will show you how to manage your Betterment 401(k), including how to set your desired contribution rate or percentage from your paycheck. You’ll also find information about employer matches and profit sharing, and how to adjust your target retirement date and asset allocation.

The guide also contains information about rolling over an old 401(k) from a previous employer.

You can also learn how to invest even more by starting new Betterment taxable accounts and Individual Retirement Accounts (IRAs). Then, sync your outside external investment accounts so you can see all of your accounts in one place.

Finally, use Betterment’s retirement planning tool RetireGuide to find out how much you’ll need to save for a comfortable retirement

RetireGuide is customized based on your current and future income (including Social Security income), retirement date, location, current savings goals, and all of your synced outside accounts. It’s easy to get a sense of where you stand and what steps to take to get on track toward a retirement savings plan.

Get all the information you’re looking for, plus links to more helpful resources regarding Betterment for Business and your new 401(k) in our Getting Started with Betterment for Business guide.

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