Your plan for a better 401(k)

Easily integrate Paylocity with a modern, user-friendly 401(k) through Betterment at Work.

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Paylocity is a partner who is paid by Betterment and therefore has an incentive to recommend Betterment, which is a conflict of interest. Paylocity is compensated up to $3.50 per participant per month, recurring.

Manage your 401(k) with ease.

With a 360 degree Paylocity and Betterment at Work integration, the only regular administration your team needs to do is a quick review each pay period. And setting up that integration? It’s straightforward too.

Our integration with Paylocity will automatically create accounts for your employees who are eligible for your 401(k) and will also handle offboarding for employees who leave your company.


Take the first step toward streamlining plan admin

401(k) and financial wellness solutions that scale with your company.

  • All-in-one dashboard.

    Track metrics, send emails to employees directly, and access reports.
  • Payroll integration.

    Streamline your administration process with simple payroll integration.

  • Fiduciary support.

    Administrative, compliance, and investment support as a part of serving as your 3(16) and 3(38) fiduciary.

  • Low-cost retirement options.

    Our diverse range of portfolios gives employees options to help them save.

Your better 401(k) starts now.

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