Plan administration

Your plan sponsor dashboard is getting an upgradeWe're making it easier to manage your plan, with faster access to tasks, payroll status, support contacts, and your full benefits lineup.Updated Apr. 30, 2026 • 3 min read

Dana KarlsonSr. Manager Copy & Content

Plan sponsor checklist: Key considerations for mergers & acquisitionsNavigate 401(k) challenges during mergers and acquisitions with this guide for plan sponsors on compliance, plan decisions, and employee communication.Updated Feb. 27, 2025 • 5 min read

Betterment Editors

What are unallocated funds?Unallocated funds are non-invested assets within the plan. Many 401(k) plans have unallocated funds as a result of daily plan administration.Updated Jul. 22, 2024 • 5 min read

Betterment Editors

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Latest content

Showing 4 of 4 posts

Understanding your 401(k) Plan Document7 min read

Why you should have a 401(k) committee and how to create one3 min read

Everything You Need to Know About 401(k) Blackout Periods5 min read

What is a 401(k) Plan Restatement?4 min read