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.
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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.
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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.
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