Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The ASC DC/401(k) administration platform is regularly enhanced to accommodate all updates in legislation. It features adaptable eligibility assessments, a user-friendly data import wizard, and thorough data verification processes. The system supports a variety of funds and sources, employing either dollar or share accounting methods. Additionally, the ASC offers a complete Compliance Testing System. Users have the option to generate reports from the standard templates provided with the ASC System or create tailored reports using the ASC Reporter, which facilitates custom report creation. It also includes integrated budgeting solutions for various plan types such as new comparability, super integrated, age-weighted, and sole proprietor/partnership plans. The system efficiently calculates different employer contributions for 401(k) plans and other defined contribution schemes. Furthermore, it performs comprehensive employee data validation in one streamlined process, including the capacity for custom validation formulas, ensuring it stays fully updated with all legislative changes while enhancing user experience. This continual evolution reinforces the platform's commitment to providing reliable and efficient administrative support.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Utluna
Workday Financial Management
Workday HCM
Zenefits

Integrations

ADP Workforce Now
Ascentis
Bennie
Dayforce
Era
Numeric
Paychex Flex
Paylocity
RightCapital
Rippling
Utluna
Workday Financial Management
Workday HCM
Zenefits

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

Actuarial Systems Corporation - ASC

Founded

1981

Country

United States

Website

www.asc-net.com/admin-val-software/defined-contributions/

Vendor Details

Company Name

Betterment

Founded

2010

Country

United States

Website

www.betterment.com

Product Features

Alternatives

Alternatives

Fidelity Reviews

Fidelity

Fidelity Investments