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Month: November 2021

Why You Should Have a 401(k) Committee and How to Create One
Investment

Why You Should Have a 401(k) Committee and How to Create One

November 30, 2021

Are you thinking about starting a 401(k) plan or have a plan and are feeling overwhelmed with your current responsibilities? If you answered “yes” to either of these questions, then

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Focusing on What Matters: Using SLOs to Pursue User Happiness
Financial

Focusing on What Matters: Using SLOs to Pursue User Happiness

November 30, 2021

The umbrella term “observability” covers all manner of subjects, from basic telemetry to logging, to making claims about longer-term performance in the shape of service level objectives (SLOs) and occasionally

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Pros and Cons of OregonSaves for Small Businesses
Financial

Pros and Cons of OregonSaves for Small Businesses

November 30, 2021

Launched in 2017, OregonSaves was the first state-based retirement savings program in the country. Now, it has more than $100 million in assets. Even the smallest businesses are required to

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Betterment’s Retirement Advice Tools Explained
Business

Betterment’s Retirement Advice Tools Explained

November 30, 2021

TABLE OF CONTENTS Define What Retirement Means To YouSetting Up Your Retirement Projections At BettermentUnderstanding Betterment’s RecommendationsTaking Action Savings towards retirement is one of the most popular reasons people use

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Pros and Cons of Illinois Secure Choice for Small Businesses
Business

Pros and Cons of Illinois Secure Choice for Small Businesses

November 29, 2021

Since it was launched in 2018, the Illinois Secure Choice retirement program has helped thousands of people in Illinois save for their future. If you’re an employer in Illinois, state

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401(k) Required Minimum Distributions (RMDs) now start at age 72
Financial

401(k) Required Minimum Distributions (RMDs) now start at age 72

November 29, 2021

401(k) plans can help you save for retirement in a significantly tax-advantaged way. However, the Internal Revenue Service (IRS) requires that you start taking withdrawals from their qualified retirement accounts

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Meet $VOTE: Channeling Our Values Through Shareholder Engagement
Investment

Meet $VOTE: Channeling Our Values Through Shareholder Engagement

November 29, 2021

Today, we are excited to announce that we will begin integrating the $VOTE ETF, recently launched by Engine No. 1, into all of Betterment’s Socially Responsible Investing portfolios. This new

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Three LGBTQ+ Influencers Share Tips For Successful Financial Planning
Financial

Three LGBTQ+ Influencers Share Tips For Successful Financial Planning

November 29, 2021

We sat down with three influencers to pull back the curtain on some of the unique factors of LGBTQ+ financial planning, and what that planning, saving, and investing actually looks

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Introducing the RIA Tech Suite
Financial

Introducing the RIA Tech Suite

November 26, 2021

The RIA Tech Suite brings together complementary technology platforms to help automate critical back-office tasks for advisors. Along with RIA in a Box®, RightCapital, and Wealthbox, Betterment for Advisors is

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How Memestocks Affected Investors’ Actions And Emotions
Financial

How Memestocks Affected Investors’ Actions And Emotions

November 26, 2021

Money and emotions have long gone hand-in-hand, and this is no more apparent than during significant financial crises. From the 2008 market crash to COVID-19’s economic impact, we’ve seen first

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