A New Way to Help America RetireBetter

Get Stared
$1B+
ASSETS ON PLATFORM
60+
ADVISORY FIRMS USING PLATFORM
13,000+
INVESTORS USING PLATFORM
30+
FINTECH PARTNERS
7
CUSTODIANS

More choice, more Control

what We Offer

RetireBetterTM works together with advisers and clients to harness a high-technology administration and recordkeeping system, combined with unparalleled access to investment options in order to offer a best-in-class retirement platform for corporate and individual clients.

Business Solutions (retirement plans for businesses)
Creating a true partnership to help retirement plans run successfully.
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Individual Retirement Accounts(IRA)
The right option in an open architecture investment environment.
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Health savings account(HSA)
An HSA lets you set aside money on a pre-tax basis to pay for qualified medical expenses.
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Turnkey Asset Management Platform
Focus more on client facing activities and growing business.
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How We Help

Why RetireBetter

TM

?

Technology drives our success

RetireBetter has dedicated considerable resources to building out a technology platform that offers clients and advisors with an easy-to-navigate portal while also providing the latest in security technology to protect client accounts and information.

Encryption
Cloud-based tech architecture
Reporting and real-time account data
"
Our Advanced Technology platform allows the ultimate in account setup, ongoing service, and client portal.
Our Open Architecture investment platform gives clients access to investments from virtually any provider, including Alternative Assets.
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Our dedicated team of experts has collectively over 70 years of retirement plan services experience and provides expertise and individual consulting for every client.
"
what We Charge

Transparent Pricing Combined with Investment Flexibility

RetireBetter believes in fee transparency and keeping costs down for our clients while still offering virtually any investment option available.

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Individual Retirement Accounts

Qualified Retirement Plan

Our partners

Partners
blog

News & Information

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IRA
·
April 8, 2024
Maximizing Your Retirement Savings: Leveraging IRA Catch-Up Contributions
read more
IRA
·
March 27, 2024
How Does Money Grow in an IRA?
read more
IRA
·
March 26, 2024
Can I Contribute to a Roth IRA if I Have a 401(k)?
read more
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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