Important 401(k) Compliance Dates and Deadlines
This chart will help you stay informed of important dates and deadlines associated with your 401(k) plan.
What are New Comparability Profit Sharing Plans?
This plan design gives small business owners significant flexibility when it comes to profit sharing contribution allocations.
Plan Design Matters
Thoughtful 401(k) plan design can help motivate even reluctant retirement savers to start investing for their future. Learn more now.
401(k) Considerations for Highly Compensated Employees
Help ensure your 401(k) plan benefits every employee – from senior executives to entry-level workers. Read on for more information.
Everything You Need to Know About 401(k) Blackout Periods
Maybe you’ve heard of a 401(k) blackout period, but if you don’t know exactly what it is or how to explain it to your employees, read on.
Why You Should Have a 401(k) Committee and How to Create One
A 401(k) committee can help improve plan management and alleviate your administrative burden.
Pros and Cons of OregonSaves for Small Businesses
Answers to frequently asked questions about the OregonSaves retirement program for small businesses.
Pros and Cons of Illinois Secure Choice for Small Businesses
Answers to frequently asked questions about the Illinois Secure Choice retirement program for small businesses.
401(k) Required Minimum Distributions (RMDs) now start at age 72
In exchange for all of the tax advantages 401(k)s provided during your accumulation years, by law, you will need to start taking distributions from your account when you turn 72.
A Guide to Safe Harbor 401(k) Plans
Stress less by setting up a Safe Harbor 401(k). You can bypass some of the tests and focus on helping your employees save for their financial futures.
What Employers Should Know About Timing of 401(k) Contributions
One of the most important aspects of plan administration is making sure money is deposited in a timely manner—to ensure that employer contributions are tax-deductible and employee contributions are in compliance.
Helping Employees Set Up a Financial Safety Net
Employers are looking for ways to help their employees save for unexpected financial emergencies. Betterment’s 401(k) platform can help.