401(k) Resources for Employers
Keeping you informed and up-to-date
What You Need to Know About the HEROES Act
Betterment is keeping a close eye on the proposed HEROES Act with significant implications for 401(k) plans.
How Betterment’s investment approach helps 401(k) investors
Dan Egan, Betterment’s VP of Behavioral Finance and Investing, answers common investment questions from plan sponsors.
Small Business Paycheck Protection Program and 401(k)s
Understanding rules surrounding PPP funds with respect to employer contributions can help ensure they qualify for loan forgiveness.
Our SRI Portfolio for 401(k) Plans Just Got Even Better
The proportion of socially responsible funds used in our SRI portfolio is growing, helping your plan participants express their values.
What is a Qualified Default Investment Alternative (QDIA)?
You’ve probably heard of a Qualified Default Investment Alternative (QDIA). But what is it really—and does your 401(k) plan need one? Read on for the answers to the most commonly asked questions about QDIAs.
What is a 401(k) Plan Document?
Your 401(K) plan document identifies key plan features and outlines the basic operations of your plan. Betterment will draft your plan document, but it’s important that you understand what it includes and that you follow it as written.
The Top 5 Things You Need to Know about Form 5500
A general idea of what it takes to file a Form 5500 for a 401(k) plan.
Retirement Planning by Age
Investing in Your 20s: 4 Major Financial Questions Answered
When you're in your 20s, you may be starting to invest or you might have some existing assets you need to take better care of. Pay attention to these major issues.
Investing in Your 30s: 3 Goals You Should Set Today
It’s never too early or too late to start investing for a better future. Here’s what you need to know about investing in your 30s.
Investing in Your 40s: 4 Financial Goals You Should Fund at Mid-Life
In your 40s, your priorities and investing goals become clearer than ever; it’s your mid-life opportunity to get your goals on track.
Investing in Your 50s: 4 Practical Tips for Retirement Planning
In your 50s, you’ll want to assess your retirement plan, lifestyle, future earnings, and support for your family. Then, practice goal-based investing to help ensure your objectives are met.