Accounting Professionals Give your clients a better 401(k)
Solve your clients’ retirement needs by referring Betterment at Work’s leading 401(k) platform. Partner with us today to add value to your firm.
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Flexible plan features
Design a plan that fits your clients’ goals, from eligibility requirements, vesting schedule, profit sharing—and much more. -
300+ payroll integrations
We sync with top payroll providers and can create custom integrations to help automate away 401(k) hassle. Search providers here. -
Automatic enrollment and auto-escalation
Drive plan participation by enrolling and raising employee contribution rates automatically.
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Dedicated support
Design a plan that fits your clients’ goals, from eligibility requirements, vesting schedule, profit sharing—and much more.
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Comprehensive resources
Comprehensive educational content on state mandates, SECURE 2.0, 401(k) Compliance, and more. -
Joint go-to-market plans
Resources to help you launch, educate, and satisfy your clients. -
Flexible platform
Easily manage retirement plans with a platform that works whether or not you have an internal Advisory Team.
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For your firm
Earn a referral payout up to $7,000 for each client that funds with Betterment at Work. -
For your clients
Pass savings on to your clients in the form of discounted pricing based on eligible participant size.
