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The passage of SECURE Act 2.0 has been big news for small business owners. The introduction of new tax credits (!!) means employers are now better positioned to offer 401(k)s than ever before. Check out our report to see how the legislation could impact your company.

Inside, we dig into the details on tax credits for:

• Companies offering a 401(k) for the first time
• Claiming back costs associated with employer contributions
• Eligibility associated with automatic enrollment

Plus, how Betterment at Work can help you navigate these changes. 

While the information provided about SECURE 2.0 is accurate based on Betterment’s current understanding and analysis, the details described in Betterment’s content are subject to change based on additional regulatory guidance. Betterment content should not be considered legal or tax advice.

This property is operated and maintained by Betterment for Business LLC. Terms and Conditions.

The articles and customer support materials available on this property are educational only and not investment or tax advice.

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401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member of FINRA /SIPC.

Betterment LLC does not require clients to maintain a minimum investment account balance. However, accounts below a certain balance may have certain restrictions. For more information, please see additional disclosure.

Betterment at Work services offered by Betterment LLC. Student loan management services made available in partnership with Spinwheel Solutions, Inc. Neither Betterment LLC nor any of its affiliates is a bank.

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