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.

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What is the SECURE 2.0 Act? 

Signed into law in December 2022, SECURE 2.0 builds on previous legislation to help individuals better save for retirement. The legislation aims to make employee retirement plans more accessible and simplify the administration of employer-sponsored 401(k) plans.

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.

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Sign 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.


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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. 

Unlocking a new type of 401(k) match.

Learn how a provision from SECURE 2.0 can help you support employees tackling their student loans while saving for retirement.
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Automatic enrollment and escalation.

Learn how these two updated 401(k) features from SECURE 2.0 can help employees reach retirement readiness.

Auto-enroll & auto-escalation

See how auto-enroll & auto-escalation can work together to help your employees with their retirement savings.
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Employee retention.

See how a modern 401(k) can help you standout in a competitive talent market and make your employees' lives better.

How to SECURE 2.0 to enhance your total benefits

Hear from Betterment leaders on how they’re approaching new SECURE 2.0 legislation and what they’re most excited about.
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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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Tax credits.

Considering a 401(k) plan?  Learn how you can take advantage of valuable tax credits thanks to SECURE 2.0. 

Mobilize the benefits from SECURE 2.0 with a modern 401(k) plan. 

Betterment at Work’s technology, service, and support lets you implement SECURE 2.0 provisions like automatic enrollment, automatic escalation, and 401(k) match of student loan payments to help drive your business forward.
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