B4B Plan Sponsor Blog

Everything You Need to Know about Form 5500

Betterment Editors — Tue, 06 Jan 2026 14:15:00 GMT

If you’d like to get a general idea of what it takes to file a Form 5500 for a 401(k) plan, here are the top five things you need to know.

Mindy Yu, CIMA® | Director of Investing, Betterment — Mon, 05 Jan 2026 14:15:00 GMT

Updates to the Betterment managed strategies are coming soon.

Betterment Editors — Tue, 23 Dec 2025 15:15:00 GMT

These yearly required tests are meant to ensure everyone is benefiting from your 401(k) plan.

Betterment Editors — Tue, 16 Dec 2025 15:10:33 GMT

Betterment’s 2025 Retirement Readiness Report reveals the tension shaping the modern workforce—and what plan sponsors should prepare for next.

Kelly Chambers | Financial writer — Tue, 16 Dec 2025 14:12:57 GMT

Employee engagement can be your biggest growth driver. Discover three financial benefits that help motivate your team and strengthen your business.

Kelly Chambers | Financial writer — Mon, 15 Dec 2025 15:15:01 GMT

A 401(k) can be affordable, especially when you understand where fees come from and how to leverage available tax credits.

Thu, 11 Dec 2025 14:44:26 GMT

Starting in 2026, high earners must make 401(k) catch-up contributions as Roth contributions. Learn what this SECURE 2.0 change means for you.

Betterment Editors — Tue, 11 Nov 2025 13:45:00 GMT

To help your business avoid any pitfalls, this guide outlines your 401(k) fiduciary responsibilities.

Betterment Editors — Wed, 05 Nov 2025 15:00:00 GMT

Unallocated funds are non-invested assets within the plan. Many 401(k) plans have unallocated funds as a result of daily plan administration.

Betterment Editors — Wed, 05 Nov 2025 13:00:00 GMT

Betterment will draft your 401(k) plan document, but it’s important that you understand what it includes and that you follow it as written.