Franchises A modern 401(k) partner for your SMB clients
Solve your franchises’ retirement needs by referring Betterment at Work's leading 401(k) platform. Partner with us today to add value to your franchise.
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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. -
350+ 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 onboarding specialist
Dedicated Partner Account Executive to help you stay informed and answer ongoing questions. -
Ongoing support for your plan
Get 401(k) administration help and answers from our Plan Support Team or a dedicated Client Success Manager whenever you need it. -
Leave your 401(k) compliance to the experts
We handle annual testing, calculates contributions, and prepares signature-ready Form 5500 to help your plan stay compliant. -
Joint go-to-market plans
Resources to help help you launch, educate, and satisfy your clients.
