Managing a 401(k) is challenging. Betterment at Work makes it simple for employers to offer a modern 401(k). From ongoing administrative support & investment management, tailored plan design and 300+ payroll integrations – we do the heavy lifting so you don’t have to.
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Features
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Simplified administration: streamlined administration through an all-in-one plan dashboard paired with fiduciary support, comprehensive compliance monitoring and testing to ensure your plan runs smoothly
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Customizable plan design & diverse investment options: flexible plan features and optional employee benefits to customize a 401(k) plan that’s right for your business. Plus, a suite of investment solutions so employees can invest their 401(k) in a way that works for them
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Dedicated Onboarding & Support: Betterment provides each new client with an onboarding specialist to ensure getting started with a new 401(k) platform is seamless. Both employers and employees have access to a high level of service and on-demand support with Betterment.
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Easy-to-use and mobile app: With a powerful UI that makes it easy to get started, employees can seamlessly manage their finances with a Betterment 401(k). Manage a Betterment 401(k) on the go with a highly-rated mobile app.
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Industry-first student loan 401(k) match solution: With the passage of SECURE 2.0, Betterment at Work’s pleased to introduce a new, optional benefit to help increase plan participation by encouraging employees to pay down qualified student loan payments with a 401(k) match
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Our hassle-free compliance guarantee:
As part of our ongoing commitment to compliance support, our new offer guarantees delivery of prior-year audit packages by May 31—or employers would receive a refund of up to $1,000*.
*Terms and conditions apply.
