How do you want to get started?

Get a 401(k) plan for my company
Get a price quote
Advise a 401(k) plan for my client

Questions?

Contact us
Employer Help Center
About Betterment

This property is operated and maintained by Betterment for Business LLC. Terms and Conditions.

The articles and customer support materials available on this property are educational only and not investment or tax advice.

Who Provides What Service?

401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member of FINRA /SIPC.

Betterment LLC does not require clients to maintain a minimum investment account balance. However, accounts below a certain balance may have certain restrictions. For more information, please see additional disclosure.

Betterment at Work services offered by Betterment LLC. Student loan management services made available in partnership with Spinwheel Solutions, Inc. Neither Betterment LLC nor any of its affiliates is a bank.

Let’s Talk about Risk

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.

Before investing, consider your investment objectives and Betterment LLC's fees and expenses. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see Betterment’s Form CRS, Form ADV Part II and other disclosures.

Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered.

Who Provides the Market Data?

Market Data by Xignite. Fund data © 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

You are viewing a web property located at Betterment.com. Different properties may be provided by a different entity with different marketing standards.

Site Map
Terms of Use
Privacy Policy
Trademark
Legal Directory

Google Play and the Google Play logo are trademarks of Google, Inc.

Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, unless stated otherwise.