Betterment
Offering a modern solution for small and mid-market businesses, Betterment provides a scalable retirement plan that features expertly curated portfolios and customizable investment options. With support from dedicated specialists, companies can streamline plan administration, ensuring compliance while employees gain access to valuable educational resources for informed financial decisions.
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Top Betterment Features
- Scalable retirement plan options
- Expert-built curated portfolios
- Customizable investment selections
- Auto-escalation for savings
- Auto-enrollment for employees
- Comprehensive compliance management
- Specialist support for queries
- Enhanced onboarding specialist support
- 15% faster plan conversion
- In-app personalized retirement advice
- Educational resources available
- Customizable eligibility requirements
- Flexible profit-sharing plans
- Signature-ready Form 5500 preparation
- Employee engagement via webinars
- Instant answers for common questions
- Diverse investment fund options
- Low-cost plan administration
- User-friendly mobile app
- High customer satisfaction ratings
