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.

Get in touch

Hand inserting a card with Betterment logo into a group of cards showing people, graduation cap, allocation chart, apple, umbrella, and plant.

Introduce your clients to a 401(k) that works for them.

  • A payroll in front of 2 gears.

    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.  
  • A support person in a browser window talking.

    Employee resources.

    Your clients’ employees get expert guidance, tools, advice, and webinars to help them make smart decisions for retirement.
  • A blueprint with the Betterment logo on it next to an apple icon and a graduation cap icon.

    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.
A hand holding a gift box with coins floating out of it, next to a card with a checkmark that says client referral benefits applied.

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.

Two buildings next to a bar chart are behind a light bulb with the Betterment logo in it.

Ready to partner with us?