Welcome to Betterment

At Betterment, we work hard to create smarter, better 401(k) solutions. Our plans can help you attract and retain talent, and can help your employees take the guesswork out of retirement. 

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PlanSource is a promoter who is paid by Betterment. Due to compensation, they have an incentive to recommend Betterment, which is a conflict of interest. Plan Source is compensated up to $0.60 per participant in the referred plan per month on an ongoing basis so long as the 401(k) plan remains at Betterment. Plan Source is also eligible, at Betterment’s discretion, to receive a one-time bonus of up to $1000 per referred plan that signs up and participates in a Betterment at Work 401(k) plan