About Us

Our
story
We were founded by a team of dedicated experts with collectively over 70 years of experience in retirement plan services, finance, and technology. Our goal is to provide the best possible platform for corporate retirement plans, individual retirement accounts (IRAs), and access to virtually any investment.

‍With some of the most advanced financial technology solutions in the industry, we are able to offer the account solutions, investment options, and individualized service clients demand.
Our
mission
Our mission is to provide corporations and individuals with the tools, resources, and guidance they need to plan for retirement effectively, and empower people to take control of their financial futures and retire with confidence.
We offer comprehensive retirement plan services, including 401(k) plan administration and recordkeeping, IRAs, HSAs, and third-party investment managers. Our expertise in employer-sponsored retirement plans allows us to provide individualized consulting to help clients choose the best 401(k) plan for their needs. We also provide education on important topics such as 401(k) contribution limits, 401(k) matches, and how to rollover an IRA or HSA.
Our
VALUES
We offer comprehensive retirement plan services, including 401(k) plan administration and recordkeeping, IRAs, HSAs, and third-party investment managers. Our expertise in employer-sponsored retirement plans allows us to provide individualized consulting to help clients choose the best 401(k) plan for their needs. We also provide education on important topics such as 401(k) contribution limits, 401(k) matches, and how to rollover an IRA or HSA.
We also know that retirement readiness is a key concern for most people, and we work tirelessly to give individuals the tools and resources to help them gain confidence in their retirement readiness.
Whether you are self-employed, own a small business, or are an employer looking for to provide the best retirement plan for your employess, we are dedicated to helping you achieve your goals.
Our
mission
Our mission is to provide corporations and individuals with the tools, resources, and guidance they need to plan for retirement effectively, and empower people to take control of their financial futures and retire with confidence.
We offer comprehensive retirement plan services, including 401(k) plan administration and recordkeeping, IRAs, HSAs, and third-party investment managers. Our expertise in employer-sponsored retirement plans allows us to provide individualized consulting to help clients choose the best 401(k) plan for their needs. We also provide education on important topics such as 401(k) contribution limits, 401(k) matches, and how to rollover an IRA or HSA.
Our
VALUES
We also know that retirement readiness isa key concern for most people, and we work tirelessly to give individuals the tools and resources to help them gain confidence in their retirement readiness.
Managing fees has amaterial impact on retirement success, so we pride ourselves on our transparentpricing. And our advanced technology platform allows us to create efficienciesand provide the ultimate in account setup, ongoing service, and a robust clientportal, all while keeping costs down.
Our Open Architecture investment platformgives clients access to investments from virtually any provider, includingAlternative Assets.
RetireBetter provides this Internet account access (“Account Portal”) as a convenience and service to you to obtain a succinct summary and breakdown of your investment account(s). RetireBetter’s role is limited to that of a recordkeeper, administrator, and financial technology platform and this summary and breakdown may not be comprehensive or up-to-date, and there is no undertaking as to the accuracy, completeness, timeliness or fitness for a particular purpose. RetireBetter does not provide investment advice or investment management services. You will have electronic access to your quarterly account Statements; if you notice any discrepancies, please notify RetireBetter. If you are working with an investment adviser, please reach out to your adviser for any questions about the portfolio itself. In situations where you have accessed this Web Site without the services of an investment adviser, then you are solely responsible for your investment decisions and, in no case, as stated above, does RetireBetter provide investment advice or investment management services.
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