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.
Employees Are Looking to You for Help
As a business leader, there’s a lot you can do to help. We at Betterment put together this guide, which includes tips on free and affordable benefits, as well as an annual checklist.
We hope the guide helps your employees and business stay happy, healthy, and financially secure.
Rolling Over Your 401(k)
Have 401(k)s from old jobs lying around? Moving them to Betterment means a common approach for all of your retirement savings. Plus, we make rolling over simple and easy—whether to your 401(k) account or a Betterment IRA.
What is Tax Coordination? How Asset Location Works at Betterment
What is Betterment's approach to asset location? It's called Tax Coordination, and it's a built-in tax optimization strategy for retirement goals at Betterment.
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.