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Private Wealth Daily
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Sarah Levy

Betterment · Reported Oct 20
In network coverage since September 25, 2026 · 5 stories
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Plans & Sponsors

Betterment adds mega-backdoor Roth to solo 401(k) plans

Advisers get automated tools to track contributions against annual limits; employer-sponsored plan support is planned.
Tax & estate planning · Oct 20Betterment adds mega-backdoor Roth to its solo 401(k) platform
RIA · Oct 6Fidelity sets $100 million custody minimum; Betterment waives fees through 2028
Practice management · Sep 28Betterment Advisor Solutions sets custody platform fees at 0.20% under $10 million
RIA · Sep 25Betterment automates the switch; WealthReach monetizes the leads RIAs turn away
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