Betterment
Justin Baker is a seasoned professional in the 401(k) compliance and retirement planning sector. Currently serving as a Senior 401(k) Compliance Associate at Betterment since October 2021, Justin previously held roles at Vanguard, including the position of Licensed 401(k) Representative from November 2019 to October 2021. In this capacity, Justin assisted clients in achieving retirement goals, explained risks associated with investment options, and facilitated fund exchanges. Earlier experience includes a role as a Non-licensed 401(k) Representative at Rand, where responsibilities included addressing client inquiries and ensuring positive experiences, and as a Management Intern at IMS Health, focused on project management and communication. Justin holds a Bachelor's degree in Business Administration with a Marketing major from Kutztown University of Pennsylvania. Current licenses include SIE, Series 6, and Series 63.
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Betterment
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Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low.