Advisors, this is not your typical 401(k).

Partner with Betterment to bring your clients the retirement plan that will better serve their employees.

Managed accounts for participants | 3(38) fiduciary protection | Dedicated plan support | Transparent fees

Managed accounts for participants

100% of Betterment 401(k) participants automatically receive a fully managed account and personalized investment advice via Betterment’s RetireGuide.

RetireGuide provides a projection of exactly how much participants need to save and how much they can spend in retirement, customized based on their full financial picture.

3(38) fiduciary protection

As a 3(38) fiduciary, Betterment for Business helps protect your business and your plan sponsors, as we are legally required to act in the best interest of the plan, its participants, and their beneficiaries.

By handling fund selection and choosing passive, low-cost index funds, we help reduce the liability of you and your plan sponsors to select and monitor investments.

Dedicated plan support

The 401(k) experts on our Business Success team will work closely with plan sponsors to ensure the smooth conversion of the existing 401(k) and help manage their ongoing service needs.

The team includes experienced pension professionals from leading recordkeepers and TPAs, with ERPA, QPA, QKA, and CFP certifications.

Our partnership enables you to focus on what matters most:

Partner with Betterment for Business to scale your 401(k) business

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