We handle onboarding, you focus on your business.
Get proactive, guided onboarding for current employees and future hires.
We engage your team with a series of emails and webinars designed to
educate and motivate them to set up their accounts and start contributing.
A robust engagement program helps employees achieve long-term success.
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In-app retirement advice.
Employees get ongoing retirement guidance with planning tools, contribution tracking, and goal forecasting to see their retirement progress.
Comprehensive email campaigns.
We engage employees with customized emails about a range of 401(k)- related topics, including rollover options, boosting contribution rates, and more.
Educational resources.
Employees can access a wealth of videos, webinars, and articles to answer questions and help them level up their finances.
Technology and support to empower your employees
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Delightful and highly-rated app
Employees get a bird’s-eye-view of their finances where they can link external accounts, update deferral rates, and track their progress—anytime, anywhere. -
Employee support team
Specialists are available via call, email, or chat
to help resolve their specific needs.
I have thoroughly enjoyed [my] Betterment experience. A few things thatstand out are the ease of use for the app, the financial planning tools andthe customer service are the best!"
Kyle C.
Non-paid client of Betterment. Views may not be representative.
Additional investing and saving accounts, at no extra cost.
- Automated investing
There’s more to investing than just retirement. Employees can invest for other goals with diversified, expert-built portfolios. - High-yield cash savings
Whether building an emergency fund or growing their savings, employees can earn more interest with our high-yield Cash Reserve. - IRAs
Employers can augment their 401(k) savings with a tax-advantaged traditional, Roth, or SEP IRA.