Future of Investing, Member Exclusive

Behind Betterment’s partnership with Zenefits to give SMBs access to retirement planning

  • Betterment’s technology led 401(k) provider teamed up with HR software company Zenefits.
  • Zenefits SMB customers will gain access to Betterment’s retirement planning and financial wellness offerings.
close

Email a Friend

Behind Betterment’s partnership with Zenefits to give SMBs access to retirement planning

Last month Betterment’s retirement planning service Betterment 401(k) launched its partnership with HR and payroll firm Zenefits. Under the collaboration, Zenefit’s SMB customers have been given access to Betterment’s retirement plan in addition to a number of employee financial wellness products.

SPONSORED

 

The offering is available through Zenefit’s marketplace. Betterment will provide Zenefits customers with personalized financial advice, managed accounts and goals-based investing portfolios including socially responsible options. 


This content is available exclusively to Tearsheet Outlier members.

Tearsheet Outlier information and signup Missing out? Subscribe today and you’ll receive unlimited access to all Tearsheet content, original research, exclusive webinars and events, member-only newsletters from Tearsheet editors and reporters and much more. Join Outlier now — only $49/mo. Already an Outlier member? Sign in to your account

0 comments on “Behind Betterment’s partnership with Zenefits to give SMBs access to retirement planning”

Member Exclusive

Cheat Sheet: What’s going on behind Goldman Sachs’ acquisition of BNPL GreenSky?

  • Goldman Sachs has acquired BNPL firm GreenSky for $2.24 billion, with the transaction expected to finish by Q4 2021 or Q1 2022.
  • GreenSky's platform and team will be integrated with Marcus by Goldman Sachs.
Subboh Jaffery | September 21, 2021
Member Exclusive

‘$130 trillion of global B2B trade is coming online’: Balance looks to digitize payments for B2B ecommerce

  • Balance claims it’s the first ecommerce payments platform that’s custom-built for B2B merchants and marketplaces.
  • The firm aims to facilitate the digitization of B2B trade through its payments infrastructure.
Ismail Umar | September 16, 2021
Member Exclusive

Incumbents take the pedal off ad spending to compete with fintechs

  • Banks and insurance companies are redistributing their ad spend budget to technology and innovation to compete with challengers.
  • Insurance companies will account for 45.6% of the industry’s ad spend.
Shehzil Zahid | September 09, 2021
Member Exclusive

How rooting its customer experience in hotels and airfare enables Sunbit to make an impact

  • Sunbit is a buy now, pay later solution that's making a name for itself in the service industry market.
  • Sunbit’s customer experience mantra centers on flexibility, making it easy and doing it with a smile.
Shehzil Zahid | September 07, 2021
Member Exclusive

Accessibility in banking: how finance actually fares when it comes to catering to customers with disabilities

  • Financial institutions are legally required to be ADA compliant but many are not.
  • Accessibility consultants say institutions need to do a better job of listening and responding to customers with disabilities.
Shehzil Zahid | September 03, 2021
More Articles