Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Betterment is a leading robo-advisor that helps people grow their wealth through smart, automated investing and personalized retirement planning. Its expert-built portfolios are globally diversified and continuously optimized with advanced features like dividend reinvestment, tax-loss harvesting, and rebalancing, taking the complexity out of investing. Clients can also access high-yield savings accounts with APYs up to 4.40%, paired with FDIC insurance of up to $2 million for added security. For retirement savers, Betterment provides access to Traditional IRAs for upfront tax deductions, Roth IRAs for tax-free withdrawals, and SEP IRAs tailored to self-employed individuals and small-business owners. The platform simplifies rollovers from old 401(k) or IRA accounts, helping investors reduce hidden fees and centralize their money in one place. Automated technology ensures contributions, rebalancing, and long-term growth stay on track while Betterment’s planning tools calculate how much to save based on individual life goals. Premium members gain access to Certified Financial Planners (CFPs) for personalized retirement advice and clarity on complex decisions. By combining technology, transparency, and human expertise, Betterment empowers users to plan confidently for both short-term savings and long-term retirement security.
Description
Our 401(k) plans are structured to reduce the expenses associated with retirement benefits, allowing you to maximize your savings. Whether you’re a small enterprise initiating your inaugural 401(k) plan or a more established company aiming to cut costs and enhance your services, we are dedicated to meeting your needs. Discover the advantages of tax savings and increased annual contribution limits available with a 401(k). Make your investments more economical with our selection of premium investment options. Enjoy the possibility of reducing taxes for both yourself and your business. We provide tailored 401(k) plans, accommodating everyone from self-employed individuals to businesses with up to 100 employees. As you save for retirement, you can simultaneously reduce your tax burdens. Utilize the expertise of ShareBuilder Advisors and the support of Customer Success Managers to guide you. If you’re new to offering a 401(k) plan for your business, a brief online search can quickly direct you to the necessary aspects you should consider when selecting a 401(k) provider, such as services, costs, and investment opportunities that are crucial for your success. Here’s some valuable information to assist you in this journey. Additionally, taking the time to understand the features of our plans can empower you to make informed decisions for your future.
API Access
Has API
API Access
Has API
Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Integrations
ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Betterment
Founded
2010
Country
United States
Website
www.betterment.com
Vendor Details
Company Name
ShareBuilder 401k
Founded
2005
Country
United States
Website
www.sharebuilder401k.com