Benefits Professionals Help your clients with a better 401(k)
Solve your clients' retirement needs by referring Betterment at Work's leading 401(k) platform. Partner with us today to add value to your firm.
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An easy-to-manage 401(k) plan.
Clients get a full-service retirement plan without the hassle. We handle the payroll integration, recordkeeping, investments, compliance filings, and more. -
Employee resources.
Your clients’ employees get expert guidance, tools, advice, and webinars to help them make smart decisions for retirement. -
Expanded benefits.
Clients can go beyond their 401(k) by matching retirement contributions towards employees’ student loan payments and offering personalized guidance from financial experts.
Get financial benefits when you refer clients.
Partnering with Betterment at Work comes with financial benefits for your firm that you can keep or pass along to clients.
Support to help your firm grow.
State mandates for retirement.
Many states have introduced retirement plan mandates to encourage individuals to save. We offer guidance on supporting your clients’ compliance with these requirements.
SECURE Act tax credits.
The SECURE Act offers tax benefits for small businesses to provide retirement plans. Help your clients set up a 401(k) that works for them and lets them lower their tax liability if eligible.
