Intuitive & easy-to-use 401(k) platform
- Simplified plan administration with fiduciary support through an intuitive plan dashboard.
- 150+ payroll integrations with top providers offering a streamlined experience. Learn more.
- Customizable plan design features alongside expert 401(k) Compliance support for annual testing, contribution calculations and more. Learn more.
- Dedicated Onboarding specialist for plan sponsors with ongoing support for both sponsor and participants.
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Your partner in retirement benefits.
Dedicated Partner Account Executive to help you stay informed and answer ongoing questions.
Comprehensive educational content on state mandates, SECURE 2.0, 401(k) Compliance, and more.
Joint go-to-market plans to help you launch, educate, and satisfy your clients
We partner with your firm in the way that works best for you – Betterment at Work’s platform is flexible to adapt to the needs of firms with or without an internal Advisory Team. Learn more about our advised 401(k) options here.
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