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401(k) Challenges

401(k)s can be unexpectedly complex. Many 401(k) plans expect participants to choose investments, distinguish between funds, and select strategic savings rates. In short, if you feel confused by your plan, you're not alone. Learn to be a better 401(k) investor here.

2017 Retirement Plan Contribution Limits and Rules

2017 Retirement Plan Contribution Limits and Rules

This year will see a limited number of changes to retirement plan contribution and income limits—check here to see how they may affect your plan options.

2017 Retirement Plan Contribution Limits and Rules

2017 Retirement Plan Contribution Limits and Rules

This year will see a limited number of changes to retirement plan contribution and income limits—check here to see how they may affect your plan options.

How to Roll Over Your 401(k) to Betterment

How to Roll Over Your 401(k) to Betterment

Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.

Recent Articles

Are You Overwhelmed With 401(k) Paperwork? The RETIRE Act Can Help

Currently, you must opt-in to receive 401(k) statements electronically, instead of via snail mail. A proposed law could change that, making e-statements the norm and saving the industry millions in the process.

The True Cost of an Early 401(k) Withdrawal

Tapping into your 401(k) isn’t as easy as cracking into a piggy bank. It’s also more expensive. After early withdrawal penalties (and losing out on future earnings) what's left of your 401(k) balance is far less than expected.

Traditional or Roth 401(k)? Decide with This 401(k) Calculator

Many employer-sponsored retirement plans now offer a Roth 401(k) in addition to a traditional 401(k). Use our calculator to find out which is a better fit for you.

This Calculator Helps You Decide Whether to Invest in a 401(k), IRA, or Both

Should you invest in a 401(k) or IRA? Betterment’s calculator helps you do the math and decide.

How to Select Investments for Your 401(k)

401(k)s are offered through your employer, but your boss isn’t always going to walk you through your investing options. Here’s a Betterment “hack” for your plan.

How to Roll Over Your 403(b) to Betterment

Betterment makes rolling over your 403(b) simple and efficient. Get started online, or with one of our rollover specialists.

3 Hacks To Improve Your 401(k) Account

Your 401k plan needs a yearly tune-up, but you're unsure of what to do? This three-step plan will help you maximize your hard-earned retirement savings.

Can You Have a 401(k) and an IRA?

Juggling retirement accounts can be tricky. With open enrollment season coming up, here's how to maximize yours.

What’s in Your 401k and Where Did It Come From?

Here's the history lesson all savers should read.

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