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Betterment for Business
Getting Started

Getting Started

Plan Setup

Does Betterment take on any fiduciary responsibilities?
When can I upload my payroll file?
Does Betterment for Business allow for automatic enrollment?

Understanding 401(k) Plans

Do I need to have my plan audited by an independent accounting firm?
I’ve heard something about a “fidelity bond” - what is it and what do I need it for?

Contributions

Is there a limit on employee contributions or employer match and profit sharing contributions?
How do employer matching contributions work?
What types of 401(k) plans does Betterment for Business offer?
What are the 401(k) limits on employee deferrals and other contributions for 2016?

Betterment for Business Resources Pricing

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How Betterment calculates "better returns". Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

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 FINRA/SIPC. Betterment LLC and Betterment Securities are affiliates of Betterment for Business LLC.

Investments: 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. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment Securities is not registered.

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