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
A 401(k) plan tailored for small businesses encompasses various components that are essential for aiding employees in their retirement planning journey. Shelton 401(k) focuses on delivering retirement account solutions specifically designed for small enterprises, ensuring that the experience remains hassle-free for business owners. At Shelton Capital Retirement Plan Services, we collaborate closely with our clients to offer a cost-effective, all-in-one solution that simplifies processes and yields the best outcomes for everyone involved. Our commitment is to deliver exceptional, high-touch 401(k) services that not only assist your employees in building their retirement savings but also enhance your professional image. We pride ourselves on our team of seasoned service experts who provide both live and digital personalized resources tailored to meet the needs of you and your employees. Unlike large fund managers or insurance companies, Shelton 401(k) operates as a small privately owned entity, emphasizing human administration over automated systems. Our focus on personal interaction ensures that clients receive attentive care and support throughout their retirement planning experience, fostering a sense of trust and reliability.
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
Shelton 401(k)
Founded
1985
Country
United States
Website
shelton401k.com/401k-landing-page/