The clock is ticking! By state law, businesses with 50 or more employees in California must provide a retirement program to their employees by June
Author: Shaun Bailey
Helping Employees Set Up a Financial Safety Net
Your water heater fails. Your car breaks down on the side of the road. Your spouse loses their job because of a global pandemic. Life
Plan Design Matters
How to tailor a 401(k) plan you and your employees will love Designing a 401(k) plan is like building a house. It takes care, attention,
4 Ways Betterment Can Help Limit the Tax Impact Of Your Investments
In the US, approximately 33% of households have a taxable investment account—often referred to as a brokerage account—and approximately 50% of households also have at
What are New Comparability Profit Sharing Plans?
To retain their tax-qualified status, 401(k) plans are prohibited from discriminating in favor of key owners, officers, and highly compensated employees. Some small businesses that
Latinx At Betterment Members Share Generational Financial Advice
Latinx people aren’t a monolith—we come from a variety of countries, speak many different languages, and are part of every racial group. But even so,
Helping Latinx Employees With Their Unique Retirement Needs
National Hispanic American Heritage Month spans from September 15 through October 15 and, as a part of this month of recognition, we asked ourselves at
Why More Hispanic Americans Should Be Investing In The Stock Market
For the Hispanic American community, home ownership is commonly seen as one of the few ways to build wealth. One reason may be the tangible
Betterment Raises $160 Million in Growth Capital
Today, we’re announcing that Betterment has secured $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million
401(k) Considerations for Highly Compensated Employees
Smart savers 401(k) considerations for highly compensated employees A 401(k) plan should help every employee – from senior executives to entry-level workers – save for