Average Ratings 0 Ratings
Average Ratings 3 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
Small business owners can have a simple, affordable 401(k). We believe in retirement plans that work. We are on a mission for every small business to offer a 401k. To help participants build a retirement they're excited about. We can sync with top payroll providers, handle plan administration, and offer low-cost mutual fund options. We don't charge additional fees for investments, unlike other 401(k). We are different. We take care of the administration, compliance testing, recordkeeping, and other tasks to make your job easier. Fully packaged. We do all the heavy lifting, from plan administration and employee onboarding to compliance testing, government filing and recordkeeping. These are our features. Predictable pricing. One all-inclusive fee is charged. It starts at $39/mo + $8/mo for each participating employee. There are no additional setup fees or investment fees. Pricing details. Full payroll integration. Fully integrated with top payroll providers, we automatically sync employee data.
API Access
Has API
No
API Access
Has API
No
Integrations
ADP Workforce Now
Yes
Ascentis
Yes
BambooHR
No
Bennie
Yes
Dayforce
Yes
Era
Yes
Numeric
Yes
OnPay
No
Paychex Flex
Yes
Paylocity
Yes
Integrations
ADP Workforce Now
No
Ascentis
No
BambooHR
Yes
Bennie
No
Dayforce
No
Era
No
Numeric
No
OnPay
Yes
Paychex Flex
No
Paylocity
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Betterment
Founded
2010
Country
United States
Website
www.betterment.com
Vendor Details
Company Name
Guideline
Country
United States
Website
www.guideline.com