A Step-By-Step Guide to 401(k) Plan Compliance Testing
Betterment is your partner throughout your 401(k) plan’s compliance testing. We’re excited to work with you and provide resources to keep you informed along the way. We encourage you to review this...
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401(k) Case Study: Cybersecurity Firm Improves Employee Retirement Security
For over 20 years, WatchGuard has been a pioneer in developing cutting-edge cyber security technology for small to mid-sized businesses around the globe and delivering it as an easy-to-deploy and...
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Flexible Portfolios: Enabling Participant Choice in the Betterment 401(k)
You may have participants who enjoy Betterment for Business but would like to change aspects of the portfolios recommended to them by our investing team. At Betterment for Business, we believe that...
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Survey: How Employers Can Maximize 401(k)s to Attract and Retain Top Talent
In the 40 years since their creation, 401(k) plans have become a go-to way for employers to demonstrate their commitment to their employees’ financial wellness both during and after their working...
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10 Years After the Crash: Betterment’s Consumer Financial Perspectives Report
It’s been 10 years since the collapse of Lehman Brothers triggered a chain reaction that produced a major recession. In 2008 after decades of steady upward growth in the economy and asset prices,...
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The True Cost of the 401(k) Match
For a startup or a small business, 401(k) matches can seem like a worthy but unattainable benefit. Even larger companies may hesitate to offer a match if they haven’t previously provided one....
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What is Compliance & Non-Discrimination Testing?
In order to retain tax-qualified status, a 401(k) plan must not discriminate in favor of owners and highly compensated employees. This can be verified by a number of tests, which include: Coverage...
View Article2019 401(k) and IRA Contribution Limits and Rules
Each year, the government makes changes to the rules of 401(k) and IRA contributions. Communicating the new contribution limits and income thresholds can help your employees re-evaluate the steps they...
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How to Roll Over an Old 401(k) to a Betterment 401(k) Plan
Rolling over a 401(k) shouldn’t be a big headache, but for many people it is—and sheer dread (or lack of information) can lead them to avoid rollovers altogether. And if your employees have had more...
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Plan Sponsor Spotlight: Jessica Feldman @ Harry’s, Inc.
For our first ever Plan Sponsor Spotlight, we spoke with Jessica Feldman, Director of People Operations at Harry’s, Inc., leading the strategy and implementation of People Operations including...
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