Embedded Files
Please make some time to discuss Betterment with a member of the People Ops team if you have questions about your account, enrollment, or how to opt out of the 2% contribution rate.
Disclosure Notices:
Plan Summary
Disclosure Notices:
Plan Summary
Levelset - 2020 - Summary Plan Description (2).pdf2021 Disclosure Notices:
Annual Notice
2021 Disclosure Notices:
Annual Notice
This outlines certain plan provisions (e.g., automatic enrollment feature if applicable) as well as rights of the participant.
Levelset - 2021 - Annual Notice.pdf2021 Disclosure Notices:
QDIA Notice and Fee Disclosure
2021 Disclosure Notices:
QDIA Notice and Fee Disclosure
This explains the default investment strategy, a participant’s right to choose other available investments, and the investment management fees participants can expect to be assessed against their account.
Levelset - 2021 - QDIA Notice and Fee Disclosure.pdf2020 Disclosure Notices: Annual Notice
2020 Disclosure Notices: Annual Notice
Levelset - 2020 - Annual Notice.pdf2020 Disclosure Notices: QDIA Notice and Fee Disclosure
2020 Disclosure Notices: QDIA Notice and Fee Disclosure
Levelset - 2020 - QDIA Notice and Fee Disclosure.pdfReport abuse