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Description
Our retirement plan solutions offer a range of advantages, from straightforward plan management and impartial investment options to fiduciary services, efficient plan setup, and time-saving solutions that truly make a difference. ADP is dedicated to preparing participants for retirement by equipping your employees with essential tools, enabling them to conveniently plan for their financial future. With a user-friendly mobile enrollment system that allows participants to sign up from anywhere at any time, along with the MyADP Retirement Snapshot calculator which provides tailored estimates of retirement savings based on individual responses, we are continually innovating to enhance the experience for both you and your employees. Additionally, timely and targeted messaging ensures that participants receive crucial information as needed. It is vital to make informed investment decisions for the success of your retirement plan, and we are here to support you in achieving that goal. Our commitment to ongoing improvement and adaptability in our services underscores our focus on your needs and those of your employees.
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
Integrations
Workday Financial Management
ClockShark
Dayforce
Deputy
Docufree
Homebase
Microsoft Teams
Oracle Fusion Cloud ERP
QuickBooks Time
RightCapital
Integrations
Workday Financial Management
ClockShark
Dayforce
Deputy
Docufree
Homebase
Microsoft Teams
Oracle Fusion Cloud ERP
QuickBooks Time
RightCapital
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
ADP
Founded
1949
Country
United States
Website
www.adp.com/what-we-offer/benefits/retirement/401k.aspx
Vendor Details
Company Name
Betterment
Founded
2010
Country
United States
Website
www.betterment.com
