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Enhance your 401(k) with personalized advice

Give employees unlimited 1:1 financial advice and planning sessions with Financial Coaching to help them achieve their goals at work and beyond.

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Your employees have financial questions:

  • “How do I balance short vs. long-term financial goals?”
  • “How much would I need to retire?”
  • “Do I have the right allocations?”
  • “Roth or Traditional 401(k)?”
  • “What’s tax-efficient investing?”
  • “How can I save money for an emergency?”
  • “Saving for college with a new baby?”
  • “Investing beyond 401(k)?”
  • “Taxes? 401(k) rollover?”
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Financial Coaching can offer answers—and more.

Help employees take better control of their personal finances with tailored guidance and advice. Adding Financial Coaching to your Betterment 401(k) can go a long way toward building a more confident, productive team.

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  • Group 3517

    Retirement planning

    Our expert advice can empower employees to make the most of their 401(k) and golden years.
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    Employee-centered advice

    As a fiduciary, every financial advisor at Betterment is legally responsible to act in your employees’ best interest.
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    Personalized for impact

    Every conversation with an advisor helps employees make a plan for improving their finances tailored to their specific needs.

Why prioritizing employee financial health matters.

  • 78%

    78% prioritize discussing retirement planning with a financial advisor.

    Based on Betterment internal data, 2024.
  • 38%

    38% found a financial advisor to be very useful.

    Based on Betterment internal data, 2024.
  • 50

    50% believe a financial advisor would help them.

    Based on Betterment internal data, 2024.
  • 18%

    18% would leave their current job if another offered a financial advisor.

    Based on Betterment internal data, 2024.

The Retirement Readiness 
Annual Report

Read more about employee retirement readiness, financial wellness, and benefits needs and expectations in the modern workplace.
Learn more
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Areas a financial advisor can help with:

  • Optimizing 401(k) retirement
  • Buying a home
  • Budgeting for a wedding
  • Paying down debt
  • Paying for college
  • Funding emergency savings
  • Creating a budget
  • Growing financial literacy

Get in touch

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Give your employees the financial advice they need to succeed.