CONTACT INFORMATION 

Matthew Doong
Head of Partner Sales

[email protected]
Book Meeting

Betterment at Work is a leading provider of 401(k)s and modern financial benefits for today's diverse workforce, empowering small-to-medium-sized businesses to attract and retain talent. Built on the same technology that powers our investment platform, Betterment at Work helps employees meet goals starting with retirement and going beyond, with customizable portfolios, goal-based investing, easy-to-understand financial advice, and more. Our automation makes it easy for employers to offer a better 401(k), all while leveraging the knowledge, service and support Betterment offers.

TRUE NETWORK PARTNER BENEFITS

As a valued True Network member, you have the opportunity to offer your clients a cutting-edge 401(k) solution and a full suite of financial wellness services, all powered by Betterment’s proprietary technology platform. Here's how partnering with us can benefit you:

We have flexible compensation choices. Choose how you'd like to be rewarded. You can either earn referral fees for each new Betterment 401(k) plan you help bring on board or pass along exclusive discounts to your clients.

●      Referral Fee Structure: If you choose to earn, you can receive referral fees ranging from $100 to $7,000, based on the size of the plan. The more participants, the higher your reward!

●      Client Discount Program: Prefer to offer more value to your clients? Provide them with a discount on Betterment’s services, starting at $100 for small plans and scaling up to custom discounts for larger ones.

This partnership provides a win-win scenario, allowing you to either grow your revenue or offer enhanced savings to your clients. Whichever route you choose, Betterment’s modern 401(k) platform and financial wellness tools will make an impact! Ready to explore your options? Let’s connect!