🤝 We’ve been busy rolling out fresh investing insights, market commentary, and practical video guides for you and your employees. ✨ Our new Financial Planning Content Hub is live: https://t.co/GmYAjfy65u 💬 Share with your team and help them plan for their future.

🌱 Are ESG options part of your employees’ 401(k) lineup? 83% of retail investors say aligning investments with their values matters — …but only 10% actually hold ESG-themed assets. That's a clear gap. Read our full 2025 Retail Investor Survey: 🔗

Retirement plans for employees are no longer optional in many states. Do you know what’s required of your business? Our latest guide walks you through the current legislation, including a state by state breakdown. 🔍 Explore the guide: https://t.co/LDOlqYdAt4

"There are multiple ways to organize a team... understand the people on that team, play to their strengths, and complement their strengths with their peers. [That] transcends industry." Our CEO Sarah Levy shares career insights w/ @LinkedIn: 🔗 https://t.co/FkeJtemDFF

🚨 Form 5500 Deadline Alert 🚨 If you're running a 401(k) plan, the July 31 deadline is closer than you think. Top 5 things you need to know: 👉 https://t.co/pIGmcoXoTt Whether you're a seasoned HR pro or filing for the first time, we've got your back.

What are financial experts saying about employee 401(k) contributions? Our own Mindy Yu, CIMA shares with @GOBankingRates : "I often see people set an initial contribution rate and forget to revisit it. That’s where auto-escalation can help." More: 🔗

Are your employees "revenge saving" after past years of uncertainty? As market turbulence continues, many businesses are seeing a positive trend: employees are putting away more money for unexpected expenses, and for retirement. Read on @MarketWatch: 🔗

Thinking about leaving your PEO’s 401(k)? Learn when to opt out, how to switch, and why a standalone retirement plan may better fit for your growing business:

How competitive are your benefits? As your business grows, you’ll need a 401(k) plan that keeps up — and mid-year reviews are a critical time to reevaluate your benefits strategies to see if they still meet your needs. Learn more here: 🔗 https://t.co/UcdlSe3AbW

How can employers support their teams through financial uncertainty? @Benefits_PRO broke it down with insights from our Retirement Readiness Report: 🗣️Make communication easy 🏦 Offer access to financial advisors 📲 Use smart digital tools More:🔗

For employees w/ an old 401(k), a rollover can sound daunting. Consolidating accounts can have multiple benefits: 🌎 Comprehensive savings view 🙅 Minimizing fees 💙 Accessing personalized advice and services - especially with Betterment! Learn more: 🔗

Struggling to keep track of key dates and deadlines for your business? We've got you covered. Save our 2025 401(k) plan sponsor calendar here👇 https://t.co/U76gjTrcpS

Should you offer your employees this new benefit? Recent legislation gave 401(k) plan sponsors the option to offer matching contributions on qualified student loan payments. Explore our 3-step guide: 🔗 https://t.co/RwgFGuwwzl

Many employees aren't sure what to do with their old 401(k). It can lead to costly mistakes, fom paying unnecessary fees to missing out on personalized advice. Have you seen this before? Learn more: 🔗 https://t.co/CeAQBO4mFk

If you offer a 401(k) plan, making sure that your employees are engaged can not only improve their financial lives, but your business as well. Check out our 7 simple tools to help your employees get the most out of their 401(k) plans at Betterment:

Should employers help employees address student loan debt? We found that 49% of employees believe that employers should play a role in helping them pay off their student loan debt — this was felt most strongly among Gen Z (71%). Learn more: 🔗 https://t.co/BH2DsP7LTc

Show your team you’re invested in them—while protecting your bottom line. Many businesses qualify for over $15,000 in tax credits to offset initial plan costs.  Use our calculator to run the numbers today: https://t.co/s5yqqDzu0T

Did you know tax credits could cover 100% of your 401(k) costs for 3 years? That’s up to $15,000 back in your pocket. Run the numbers with our easy-to-use 401(k) cost calculator: https://t.co/QtiIesjZe7

What will the markets bring in 2025? As you scale your business, we're here to provide insights & support. Our analysts are watching 3 key developments across US stocks, AI & the dominance of tech firms, & the new US administration. More here 🔗

🎉 That’s it for 2024! Thank you to our incredible customers. You work hard making sure your employees are taken care of. We’re here to better your 401(k) experience, from navigating new legislation to helping more people save for retirement. Here’s to a fantastic 2025 💙