Due to compensation, Coastal Payroll has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7.5k, milestone payments of $10k per funded customer set, and a revenue share of up to $2 per funded participant per month, for new, funded Betterment at Work 401(k) referrals.
The financial benefits your employees want
Plus, ongoing support and services to drive your business forward.
An easy-to-manage 401(k) plan
Let Betterment handle the hard stuff. From payroll integration to plan design to administrative support.
Better employee experience
Your employees can get access to expert guidance, tools, advice, and webinars to help them make educated decisions for retirement.
Expanded benefits
From saving for education to financial planning, go beyond the 401(k) with benefits that help meet your employees’ needs.