Understanding 401(k) Annual Compliance TestingThese yearly required tests are meant to ensure everyone is benefiting from your 401(k) plan.Updated Jul. 20, 2026 • 10 min read
Dana KarlsonSr. Manager Copy & Content
Compliance and legislation
DOL proposes safe harbor for 401(k) fiduciariesThe Department of Labor proposed a rule clarifying fiduciary responsibilities for selecting retirement plan investments.Updated Jun. 8, 2026 • 3 min read
Mindy Yu, CIMA®Director of Investing, Betterment
Understanding 401(k) CompensationUsing an incorrect definition of compensation is on the top ten list of mistakes the IRS sees in voluntary correction filings.Updated Apr. 14, 2026 • 6 min read
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