Welcome to Betterment

in partnership with Shay CPA

Get in touch

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Shay CPA is a promoter who is paid by Betterment. Due to compensation, they have an incentive to recommend Betterment, which is a conflict of interest. Shay CPA is compensated up to $3,000 when a company signs up for a Betterment at Work 401(k) plan resulting from their referral.

Offering a 401(k), made easy.

Betterment streamlines your plan administration, helping you offer the 401(k) and financial benefits your employees want.

  • We'll do the heavy lifting, including onboarding, ongoing administration, reporting, and investments.

  • Our intuitive platform helps employees get better insight into their financial lives. They can link outside accounts, get retirement planning guidance, and explore Betterment’s automated tax-smart strategies.

  • We can help your employees pursue their financial wellness goals, which means they can stay focused on staying productive and fulfilled at work.


Let's start the conversation:

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