Betterment

What is Betterment?

Betterment at Work offers an award-winning* 401(k) for small and medium-sized businesses. From ongoing administrative support and investment management to customizable plan design and dedicated service and support at every step – we do the heavy lifting, so you don’t have to.  

Employees will get access to an easy-to-use, powerful investing and retirement savings solution with built-in financial advice to help propel them toward retirement readiness – all through our highly-rated mobile app.  

With Betterment at Work, your 401(k) can also be enhanced with powerful features and financial benefits like offering a 401(k) match on student loan payments, 529 Education Savings and access to 1:1 Financial Coaching. With this modern mix of 401(k) and financial wellness benefits, as well as accessible investment and retirement tools, Betterment at Work can help you attract and retain happy employees while providing the benefits they need to accomplish their retirement goals.

_{*Betterment for Business was recognized as one of the Best 401(k) Plans of 2024 by Forbes Advisor on February 1, 2024. It was considered amongst an unknown number of competitors, based on set up costs, administrative fees, employee costs, funds available, and services provided beyond 401(k) administration. No compensation was exchanged for this award. The author is a client of Betterment; views may not be representative, see more reviews at the App Store and Google Play Store. For more information, visit https://www.forbes.com/advisor/retirement/best-401k-plans/.} 

^{Paid client of Betterment. Views may not be representative, see more reviews at G2. Learn more about isolved’s relationship with Betterment.} 

What are the benefits of using Betterment?

With Betterment at Work, you can benefit from a streamlined user experience for both you and your employees. You can seamlessly administer your Betterment 401(k) from an all-in-one dashboard – tracking real-time plan insights and leveraging in-app resources. With our Hassle-Free Compliance Guarantee and simplified compliance hub – you can rest easy knowing Betterment at Work has a team of experts working to help you make sure your 401(k) plan is compliant. You will receive a dedicated Onboarding specialist and ongoing service with Betterment at Work to help ensure all your questions are answered.

How does the app work?

Integration coming soon!

Betterment at Work’s API integration with isolved helps to simplify your 401(k) administration. Thanks to a 360-degree payroll integration, employee and payroll data flows back and forth seamlessly without manual effort. Plus, setting up that integration? It’s straightforward too. 

Our integration with isolved automatically creates accounts for your employees who are eligible for your 401(k) and will also handle off-boarding for employees who leave your company. 

If you are an employer currently using this app and have questions about the integration, please contact your isolved Customer Service Representative.

If you are an employer interested in learning more about this app, please use the Contact Us button above to be connected.