Your plan for a better 401(k)

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

Due to compensation, Paylocity has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $3.50 per participant per month on a recurring basis for the partnership. For a limited time, they are also compensated up to $60,000 for team events, plus $100 per additional employer (with over 50 employees) referred to Betterment once they have referred over 100 of such leads.

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.

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 plan for a better 401(k)

Manage your 401(k) with ease.

Take the first step toward streamlining plan admin

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

All-in-one dashboard.

Payroll integration.

Fiduciary support.

Low-cost retirement options.

Your better 401(k) starts now.