SECURE 2.0 Act: Beyond the Facts
Learn how the SECURE 2.0 Act is reshaping retirement for employees and businesses. Betterment at Work is here to help you understand and utilize the legislation to offer a better 401(k) plan for your workforce.
Sign up for our email courseWhat is the SECURE 2.0 Act?
Looking to offer a 401(k) for the first time? Learn how tax credits can make it easier.
If you're considering offering a 401(k) plan, find out how you can benefit from valuable tax credits with SECURE 2.0.
Learn moreSign up for our Beyond the Facts email course.
Get tips on using SECURE 2.0 to benefit your business with our six-email course. You'll gain access to helpful worksheets, planning guides, and checklists to help create a better 401(k) plan.
401(k) match on student loan payments.
SECURE 2.0 offers employers a unique opportunity to help employees save for retirement while tackling their student loans.
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At the top of HR lists in 2024: 401(k) match on student loan payments
With SECURE 2.0 here, employers can offer a 401(k) match on student loan payments. And the need may be larger than you think.
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The ROI potential of offering a 401(k) match on student loan payments
Over 20% of employees would consider leaving their jobs for a 401(k) match on student loan payments. But can you afford to offer the benefit? Let’s find out.
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How to decide if you should offer a 401(k) match on student loan payments
Here are three steps to help you decide if offering a 401(k) match on student loan payments as part of SECURE 2.0 makes sense.
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Unlocking a new type of 401(k) match.
Automatic enrollment and escalation.
Learn how these two updated 401(k) features from SECURE 2.0 can help employees reach retirement readiness.
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How automatic enrollment can benefit your employees and your business
SECURE 2.0 mandates automatic enrollment for newer plans. Let’s look at the benefits for your business and your employees.
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How to implement 401(k) auto-escalation
Historically, employers have had the choice to add automatic escalation to their 401(k) plans, but now SECURE 2.0 is requiring it to help people save.
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Auto-enroll & auto-escalation
Employee retention.
See how a modern 401(k) can help you standout in a competitive talent market and make your employees' lives better.
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How to use SECURE 2.0 to enhance your total rewards program
Learn how SECURE 2.0 can have a positive impact on your total rewards program.
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How your 401(k) plan can help boost employee financial wellness (and productivity)
Financial stress is hurting productivity. Here’s how you can help change that at your business starting with your 401(k).
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How to SECURE 2.0 to enhance your total benefits
Tools and guides.
Download free resources to help you maximize the benefits of SECURE 2.0 in the creation of a better 401(k) plan.
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SECURE 2.0 employer checklist
What 401(k) plan sponsors should know about SECURE 2.0 provisions.
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Planning guide: SECURE 2.0 Act provision assessment
Use this guide to help assess the major SECURE 2.0 provisions.
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Planning guide: Calculating the ROI of your 401(k) plan
Use this worksheet to estimate the ROI of your 401(k) plan.
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The playbook: SECURE 2.0 Act
How to leverage SECURE 2.0 to attract and retain talent through your 401(k) plan.
Tax credits.
Considering a 401(k) plan? Learn how you can take advantage of valuable tax credits thanks to SECURE 2.0.
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The tax benefits of offering a 401(k)
Eligible small businesses can snag valuable tax credits thanks to SECURE 2.0. See how they could benefit you and your employees.
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How tax credits can make offering a 401(k) affordable
See how new tax credits under the SECURE 2.0 Act could help with a new 401(k) plan’s implementation costs.
4 min read
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Don't have a 401(k) plan? Why now may be the best time to offer one
How SECURE Act can make it easier for your business to offer a 401(k) plan and attract top talent.
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Your guide to SECURE 2.0 tax credits
Download our report to see how the legislation could impact your company.