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Betterment at Work

Betterment at Work

Standard Partner

A modern 401(k) built for small and medium-sized businesses

Betterment at Work offers a modern 401(k) for small and medium-sized businesses. With ongoing administrative support, investment management, 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 a powerful, easy-to-use investing and savings solution with built-in financial advice to help propel them towards 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 benefits they need to accomplish their retirement goals. 

529 accounts and their plans are held and managed by program administrators and managers outside of Betterment. 529s are only available as part of a bundled offering with a Betterment 401(k). Not available in the Essential plan.

Paid non-client. Views may not be representative. See G2 reviews: Learn more: betterment.com/work/fractional-people-people

Reviews
5
1 review
Very positive feedback from savvy employees
Sep 18, 2025
My client is a remote SaaS firm with <50 employees - several of them are very financially savvy. The transition was a great experience administratively, and the employee feedback has been really positive. The UI and flexibility for employees is greatly appreciated!

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