A 401(k) solution built for advisors

An easy-to-use platform with customizable investment options and white glove support for you and your clients.

Flexible, customizable plan design and investment options
Dedicated advisor support for administrative needs
An all-in-one platform to service clients across retirement and wealth

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A powerful 401(k) experience for you and your clients.

Combining your expertise with our award-winning platform and customization capabilities.

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Customizable investment options.

Build your own fund lineup on our open-architecture platform or outsource it to us. Our investment program is flexible to support you however you prefer to work.
Administrative and compliance support.

We are your 3(16) administrative fiduciary, handling compliance testing, taking on time-intensive work, and preparing audit packages and 5500s.
Partners to help you scale.

Dedicated plan support and onboarding specialists that serve as an extension of your firm, so you can more efficiently serve clients.
All-in-one advisor dashboard.

Track plan metrics, generate custom reports, and get participant-level data with just a few clicks.

It's all automated. And I know that frees me up to do things that will add value to clients.

- Paul Sydlansky, Lake Road Advisors

Non-paid client of Betterment. Views may not be representative, see more reviews at the App Store and Google Play Store.

An easy-to-manage and automated 401(k) for clients.

Provide simplified administration and operational support through a digital-first retirement plan.

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Seamless payroll integrations.

We connect with most payroll providers to largely automate plan administration.
Service and support.

A dedicated onboarding specialist helps clients get started and provides ongoing support.
Employee engagement resources.

A comprehensive program of webinars, emails, and more to reduce the burden on plan sponsors.
Optional, modern employee benefits.

Go beyond the 401(k) with benefits to attract and retain top talent—from Student Loan Management to 529s.

A better 401(k) for participants.

Offer participants not just a retirement plan but also a highly rated mobile app^§ that provides personalized advice and access to additional financial products such as IRAs and high-yield cash accounts.

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An all-in-one platform across retirement and wealth.

Leverage our tools and technology to easily convert participants to new clients. Build relationships and offer holistic financial planning to meet their evolving needs.