We see our job as simplifying yours.
As an end-to-end solution, we take care of recordkeeping, compliance, and advisory and fiduciary services on behalf of your plan. From plan design recommendations to end-of-year compliance testing, we are always working on your company’s behalf to make your job easier.See how we do it
Some of our valued customers
“After reviewing a number of providers to whom we could convert our plan, Betterment for Business was the clear winner.”
Dr. Bruce Novis, President,
MVP Anesthesia Associates
“Our conversion required significant experience and industry expertise, and Betterment for Business made the process seamless.”
Shane Watkins, Vice President - Human Resources, WatchGuard Technologies
Member of Securities Investor Protection Corporation
Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.
Looking out for investors' accounts is a legal duty.
Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.
1 Betterment for Business received recognition in the 401(k) Retirement Plan Support Services category of the WealthManagement.com Industry Award. Per Wealthmanagement.com the award was based on the following criteria: A new initiative, program, platform, technology or industry content that will enhance advisors’ delivery of retirement planning services. Initiatives can include areas such as educational programs, technology tools, record keeping enhancements, marketing programs, training programs, etc. Criteria include both quantitative measures, such as specific feature set, usage, potential, scope, scale, etc.