Getting Started
Plan Setup
- How long does a Betterment for Business 401(k) plan take to set up?
- Does Betterment take on any fiduciary responsibilities?
- Does Betterment for Business provide fee disclosures?
- What is the default portfolio that is used for participants who are enrolled automatically?
- When can I upload my payroll file?
- How do I upload payroll for my 401(k) plan?
Understanding 401(k) Plans
- What is an effective date?
- I keep hearing the terms eligibility, matching and vesting. What do they mean?
- What happens to our 401(k) plan if my company merges with or acquires another company?
- I’m new to the 401(k) space - can you help me understand what it takes to implement a 401(k) plan?
- I know that 401(k)s are highly regulated. What do I need to be thinking about before getting started with a plan?
- I am offering a 401(k) plan for the first time. Are there any benefits for me as the sponsor?