Betterment at Work

Pop quiz! Can you name our two education products that can be added alongside a 401(k)? Keep scrolling for the answers... 🍎 The first is our 529 plans. With education costs on the rise, this tax-advantaged account makes saving for school simple—whether it’s for you or your child. 📚 Next is our 401(k) match on student loan payments. Instead of choosing between saving for retirement or paying off student loans, this feature allows employers to match qualified loan payments into the participant’s 401(k) account! If you got the answers correct (without peeking ahead), here’s a shiny gold star just for you ⭐️ 🔗 Interested in learning more? https://lnkd.in/gqj9567N

If unplugging your PEO sounds daunting, it doesn’t have to be! We’re here to help you map your exit strategy with our free, step-by-step guide: Learn how to find providers, choose benefits, manage costs, and more. All you need is the right plan in place—and a bit of confidence. Get started with our free guide: https://bit.ly/3Y5oa0c

Class is now in session! We’re covering the basics of 529 plans and why it may be a desirable benefit for employees saving for education expenses. 🐛 Consider yourself a bookworm? Read on and learn even more here: https://lnkd.in/gQuDijHZ

As your business grows, so do your needs. If you’re considering taking these HR tasks in-house, download our report for a step-by-step guide on how to unplug from your PEO, select new providers, and manage costs more effectively. Learn how you could unlock the next level of growth for your company! Download our free guide: https://bit.ly/3XUOBFN

The HR Tech Conference is in full swing, and we're serving up more than just 401(k) solutions at booth #4623! 🍦 Our team is ready to chat about how we can make it easy for small and mid-market businesses to provide a scalable retirement plan – all while enjoying some delicious ice cream bars! Stop by, say hello, and let's talk about how we can help your team plan for a brighter tomorrow.

💪 There’s strength in numbers. We seamlessly connect with over 150 payroll providers and are constantly adding new ones to help automate plan administration, saving small businesses from time-consuming busywork. 

 🔗 Learn more today: https://lnkd.in/g5G5N35M

Mark your calendars: On Sept. 24 we’ll sit down with industry insiders Bennie, Rippling, and Melita Group to discuss: • When a PEO is right for your business—and when it’s time to exit • How unplugging can help you unlock potential cost savings and increased control  • Tips for navigating potential challenges along the way • Practical next steps for a smooth transition We can’t wait to see you there! Join the conversation: Register today! https://lnkd.in/g4wSG8jE

Helping today’s workforce build a better financial future is surely something to celebrate! Shout out to all of the hardworking plan sponsors empowering their employees to save. You’re the real MVPs of today🥇

Using Betterment at Work, employees can pick from a selection of curated portfolios featuring generally low-cost ETFs, all with just a few clicks. They can even invest in what they care about, ranging from Climate Impact to Innovative Technology 💡 Back in the day, your 401(k) investment options were limited to money market funds and company stock. And get this—if you wanted to invest in stocks, you might’ve had to actually call someone to place the order (hard pass). 🔗 Learn more today: https://lnkd.in/gw8F9wQW

Surely, National 401(k) Day is the highlight of your year, too? With the holiday just around the corner, let's take a quick trip down memory lane to see how this popular benefit began and evolved into a powerful tool for employers. Did you know the 401(k) was a happy accident? That’s right, America’s leading retirement vehicle began unintentionally. It was a little-known provision—Section 401(k)—in the Revenue Act, allowing employees to avoid being taxed on deferred compensation. Until two years later, when Ted Benna saw the potential, and the 401(k) as we know it was born. Fast forward over 40 years, and the 401(k) is becoming even more accessible 🙌 . The newest retirement legislation—SECURE 2.0—is reshaping this powerful employee benefit. Learn more about it today: https://lnkd.in/gGDqSymw