Betterment for Business
The 401(k) that helps you and your employees create a better future.
Overview
Betterment for Business offers modern 401(k) and 403(b) plans designed to be easy for employers to set up and for employees to use. It leverages Betterment's robo-advisor technology to provide personalized, goal-based investment advice and portfolio management. The platform aims to reduce administrative burden for employers and improve retirement outcomes for employees through low-cost funds and automated portfolio management.
✨ Key Features
- Automated portfolio management
- Personalized investment advice for employees
- Fiduciary support (3(16) and 3(38))
- Integration with major payroll providers
- Low-cost investment options
- Goal-based investing tools
🎯 Key Differentiators
- User-friendly interface for both employers and employees
- Personalized, goal-based investing advice
- Vertically integrated technology stack
Unique Value: Simplifies retirement plan administration for businesses while providing employees with sophisticated, automated, and personalized investment management.
🎯 Use Cases (3)
✅ Best For
- Providing automated, low-cost retirement plans for SMBs.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large enterprises with highly customized or complex plan design needs
- Companies requiring self-directed brokerage accounts within their 401(k)
🏆 Alternatives
Offers a more modern and user-friendly experience compared to traditional legacy providers, with a focus on technology-driven advice.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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