Add the power of personalized advice to your employees’ 401(k)

Take your Betterment 401(k) to the next level with Financial Coaching. Offer a benefits package that includes 1:1 financial guidance to help every employee better achieve their goals in and out of work.

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How do I balance short- vs. long-term financial goals? 🤔
How much would I need to retire?
Do I have the right allocations? 😳😳😳
Roth or Traditional 401(k)?
What’s tax-efficient investing?
How can I save money for an emergency? 🌋🌪️ 🌊
Saving for college with a new baby?
Investing beyond 401(k)? 📊
Taxes? 401(k) rollover?

Financial Coaching can offer answers—and more.

Help employees take better control of their personal finances with tailored guidance and advice. Adding Financial Coaching to your Betterment 401(k) can go a long way toward building a more confident, productive team.

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Retirement planning.

Our expert advice can empower employees to make the most of their 401(k) and golden years.
Employee-centered advice.

As a fiduciary, every financial advisor at Betterment is legally responsible to act in your employees' best interest.
Personalized for impact.

Every conversation with an advisor helps employees make a plan for improving their finances tailored to their specific needs.

Benefits that work for your workforce.

Financial concerns impact employees personally and professionally. Our research shows what benefits they want from their employers and how having benefits like Financial Coaching may impact recruiting and retention.

78%

of employees prioritize discussing retirement planning when meeting with a financial advisor.
50%

of employees who didn't have access to a financial advisor through their employer would like to see that as a financial wellness benefit.
38%

of employees found a financial advisor to be very useful in helping them achieve their financial goals.
18%

of employees would leave their current job if another offered access to a financial advisor.

Read more about employee retirement readiness, financial wellness, and benefits needs and expectations in the modern workplace.

Areas a financial advisor can help with:

Optimizing 401(k) retirement
Buying a home
Budgeting for a wedding
Paying down debt
Paying for college
Funding emergency savings
Creating a budget
Growing financial literacy

Get in touch

Add the power of personalized advice to your employees’ 401(k)

Your employees have financial questions.

Financial Coaching can offer answers—and more.

Retirement planning.

Employee-centered advice.

Personalized for impact.

Benefits that work for your workforce.

Areas a financial advisor can help with:

Give your employees the financial advice they need to succeed.