Betterment at Work

Managing a 401(k) is challenging. That’s why Betterment at Work makes it simple for employers to offer a high quality 401(k).

About

Managing a 401(k) is challenging. That’s why Betterment at Work makes it simple for employers to offer a high quality 401(k). From ongoing administrative support & investment management, tailored plan design and streamlined payroll integrations – we do the heavy lifting so you don’t have to. Give your employees access to an easy-to-use, powerful investing & retirement savings solution with Betterment at Work’s expert-built portfolios, personalized financial guidance, ability to link to external accounts and various complementary wealth-building, savings, and investing tools – all accessible through our mobile app. With Betterment at Work, your 401(k) can also be enhanced with new features & financial benefits like offering a 401(k) match on student loan payments, 529 Education Savings and 1:1 Financial Coaching*. With this modern mix of 401(k) and financial wellness benefits, as well as accessible education and tools, Betterment at Work can help you attract & retain happy employees while providing benefits they need to accomplish their financial goals. *529 accounts and their plans are held and managed by program administrators and managers outside of Betterment. 529s and Financial Coaching services are only available as part of a bundled offering with a Betterment 401(k) in the Pro or Flagship plan; additional fees apply for use in the Pro plan, services not available in the Essential plan. On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $25 gift cards). Betterment reimburses G2 for this expense. Receiving an incentive to provide a review may make a customer more likely to portray Betterment favorably. Reviews may not be representative of the experience of others and past success does not guarantee future results.

Features

Administrators
Balances
Client Portal
Customizable Reporting
Data aggregation
Employees
Investment Accounting
Investments
IRS
Market Analytics
Monitoring
Personal Information
Real time
Reporting
Tax Benefits

Looking for another solution?

Use our smart search engine to find the perfect tool for your needs.

Find my ideal tool