Offer your franchises a better 401(k)

Solve your franchises’ retirement needs by referring Betterment at Work's leading 401(k) platform. Partner with us today to add value to your franchise.

Get in touch

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

  • A payroll in front of 2 gears.

    An easy-to-manage 401(k) plan.

    Franchises 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 franchises’ 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.

    Franchises 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 franchisees.

Partnering with Betterment at Work comes with financial benefits for your firm that you can keep or pass along to franchisees.
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Support to help your franchise grow.

State mandates for retirement.
Many states have introduced retirement plan mandates to encourage individuals to save. We offer guidance on supporting your franchises’ compliance with these requirements.

SECURE Act tax credits.

A strong benefits package can help you standout in a competitive talent market. We offer an easy-to-use 401(k) to engage and empower your franchises.

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Ready to partner with us?