401(k) Resources for Employers
Keeping you informed and up-to-date
We recently sat down with the VP & Partner at Lewer Financial Advisors to understand more about his firm, his 401(k) practice, and how he came to work with Betterment.
Betterment’s 401(k) Investment Approach
Helping employees make better decisions and providing choice to those who want it.
The Small Business Guide to the 401(k) Match
Choosing which benefit packages to offer your employees is a big decision. Let us guide you through the benefits of 401(k)s and matching contributions.
Related Companies and Controlled Groups: What this means for 401(k) plans
When companies are related, how to administer 401(k) plans will depend on the exact relationship between companies and whether or not a controlled group is deemed to exist.
A Business Owner’s Guide to Employee Financial Wellness
If employees are stressed about their finances, it can have a negative impact on their work performance and on your company as a whole.
ESG Investments in 401(k) Plans: The DOL Final Rule
Final Rule shifts focus to accommodate growing participant interest in ESG investing.
Financial Wellness Begins with a Great 401(k) Plan
Adding a 401(k) plan—or improving the plan you currently offer—can dramatically improve the financial wellness of your workforce.
What to Consider When Choosing a 401(k) Plan Recordkeeper
Selecting the right recordkeeper is important to the success of your 401(k) plan.
What is the maximum 401(k) contribution?
The IRS recently announced the 2021 401(k) and IRA contribution limits.
SECURE Act: Eligibility Requirement Changes for Part-Timers
The SECURE Act of 2019 seeks to expand retirement plan coverage for U.S. workers. One of the Act’s provisions changes 401(k) eligibility requirements for part-time employees.
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.