Streamline 401(k) administration
Offer your clients a better 401(k) solution by leveraging Betterment at Work's seamless integration with iSolved, simplifying 401(k) administration with a modern, intuitive platform. Plus, clients who take advantage of this partnership will have their iSolved and Betterment at Work integration fees waived.
iSolved is a promoter who is paid by Betterment. Due to compensation, they have an incentive to recommend Betterment, which is a conflict of interest. iSolved is compensated up to $.10 per funded participant with respect to any client referred by isolved who is a Prospect for so long as such referred client remains a mutual client of isolved and Betterment.
Introduce your clients to a 401(k) that works for them.
-
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.
Partners we work with:
-
Advisors
Make it simple for business owners to administer their plan and employees to save for retirement.
-
Accounting professionals
Our easy-to-manage 401(k) makes it easy to solve your clients’ retirement needs.
-
Benefits professionals
Whether you’re an HR consultant or broker, deliver more value to your client with our 401(k) platform.
-
Franchise owners
Meet your franchises’ retirement needs with an easy-to-manage 401(k) plan.
Make a real difference to your clients.
Betterment at Work's automated technology helps streamline benefits management for your clients and simplify retirement savings for their employees.
Bringing this value to your clients can add value to your relationships and unlock future growth.