General Manager at Betterment for Business Discusses the Most Effective Strategies for Managing Your 401(k)

Rob and Rory speak with Kristen Carlisle, the General Manager at Betterment for Business, as she highlights Betterment’s unique tech-enabled platform for managing 401(k) plans. Betterment integrates two arms into their range of services: Betterment for Advisors (check out the podcast with Jon Mauney!) and Betterment for Business. Betterment for Business is a simple and easy-to-implement software solution for businesses ranging anywhere from 2 - 1000s employees. Clients oftentimes find tax-saving strategies and 401(k) plans difficult to comprehend; Kristen gives key insights into Betterment’s platform, which provides advisors with the tools necessary to help service clients as a fiduciary expert advisor. Betterment has seen record highs with an increase in new clients by over 100%. Kristen attributes this to Betterment’s ability to increase outreach to advisors and implement a completely online pathway for small organizations to get started automatically as the key catalysts for their growth. In this podcast, you will learn more about Betterment for Business and better understand how you can easily manage 401(k) plans for your business clients, so don’t miss out!