https://www.betterment.com/help Customer help center and frequently asked questions for Betterment clients and 401(k) participants en Mon, 30 Mar 2026 15:24:48 GMT 2026-03-30T15:24:48Z en https://www.betterment.com/help/work/plan-management/quickbooks-online-integration-faq <h2 style="background-color: #ffffff;"><strong><span style="color: #374151;">What is the QuickBooks Online integration?</span></strong></h2> <p>&nbsp;</p> <h2 style="background-color: #ffffff;"><strong><span style="color: #374151;">What is the QuickBooks Online integration?</span></strong></h2> <p>&nbsp;</p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2Fquickbooks-online-integration-faq&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Mon, 30 Mar 2026 15:24:34 GMT https://www.betterment.com/help/work/plan-management/quickbooks-online-integration-faq 2026-03-30T15:24:34Z Betterment Editors https://www.betterment.com/help/work/plan-management/integrated-payroll-files-errors <p><strong><span>Overview</span></strong></p> <p><strong><span>Overview</span></strong></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2Fintegrated-payroll-files-errors&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Tue, 24 Mar 2026 14:27:46 GMT https://www.betterment.com/help/work/plan-management/integrated-payroll-files-errors 2026-03-24T14:27:46Z Betterment Editors https://www.betterment.com/help/work/plan-management/clearing-action-required-alerts-old-incomplete-payrolls <p style="background-color: #ffffff;"><strong><span>Overview</span></strong></p> <p style="background-color: #ffffff;"><strong><span>Overview</span></strong></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2Fclearing-action-required-alerts-old-incomplete-payrolls&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Tue, 24 Mar 2026 14:27:12 GMT https://www.betterment.com/help/work/plan-management/clearing-action-required-alerts-old-incomplete-payrolls 2026-03-24T14:27:12Z Betterment Editors https://www.betterment.com/help/work/plan-management/manual-payroll-upload-errors <p><span>If you receive an error when uploading a manual payroll file, the error message will help us identify the cause. Follow the steps below to resolve the issue.</span></p> <p><span>If you receive an error when uploading a manual payroll file, the error message will help us identify the cause. Follow the steps below to resolve the issue.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2Fmanual-payroll-upload-errors&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Tue, 24 Mar 2026 14:26:32 GMT https://www.betterment.com/help/work/plan-management/manual-payroll-upload-errors 2026-03-24T14:26:32Z Betterment Editors https://www.betterment.com/help/work/plan-management/2026-401k-key-deadlines-updated <p><em><span style="color: #434343;">Calendar-year plans | High-level reference only — does not constitute legal or tax advice.</span></em></p> <p><em><span style="color: #434343;">Calendar-year plans | High-level reference only — does not constitute legal or tax advice.</span></em></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2F2026-401k-key-deadlines-updated&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Mon, 23 Mar 2026 16:07:26 GMT https://www.betterment.com/help/work/plan-management/2026-401k-key-deadlines-updated 2026-03-23T16:07:26Z Betterment Editors https://www.betterment.com/help/work/plan-management/betterment-at-work-holidays <p style="line-height: 1.2;"><strong><span>Overview</span></strong></p> <p style="line-height: 1.2;"><strong><span>Overview</span></strong></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2Fbetterment-at-work-holidays&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Mon, 23 Mar 2026 14:17:01 GMT https://www.betterment.com/help/work/plan-management/betterment-at-work-holidays 2026-03-23T14:17:01Z Betterment Editors https://www.betterment.com/help/work/plan-management/employer-contributions-faqs <p style="line-height: 1.2;"><strong><span>Does my company offer an employer contribution or employer match in our 401(k) plan?</span></strong></p> <p style="line-height: 1.2;"><strong><span>Does my company offer an employer contribution or employer match in our 401(k) plan?</span></strong></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2Femployer-contributions-faqs&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Mon, 23 Mar 2026 14:06:05 GMT https://www.betterment.com/help/work/plan-management/employer-contributions-faqs 2026-03-23T14:06:05Z Betterment Editors https://www.betterment.com/help/how-do-i-access-my-tax-forms-after-my-ellevest-account-is-closed <p><span style="color: #424242;">If you were a Ellevest customer who transferred to Betterment and are looking for your Ellevest Tax Forms, please follow the instructions below. </span></p> <p><span style="color: #424242;">If you were a Ellevest customer who transferred to Betterment and are looking for your Ellevest Tax Forms, please follow the instructions below. </span></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fhow-do-i-access-my-tax-forms-after-my-ellevest-account-is-closed&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Tax Filing Forms Wed, 18 Mar 2026 14:12:39 GMT https://www.betterment.com/help/how-do-i-access-my-tax-forms-after-my-ellevest-account-is-closed 2026-03-18T14:12:39Z Betterment Editors https://www.betterment.com/help/work/plan-management/401k-plan-account-numbers <p><span>Account numbers can refer to different things depending on the context.</span></p> <p><span>Account numbers can refer to different things depending on the context.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2F401k-plan-account-numbers&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Mon, 09 Mar 2026 20:29:00 GMT https://www.betterment.com/help/work/plan-management/401k-plan-account-numbers 2026-03-09T20:29:00Z Betterment Editors https://www.betterment.com/help/work/plan-management/suspended-contributions-and-loans <p style="line-height: 1;"><strong>What are suspended funds?</strong></p> <p style="line-height: 1;"><strong>What are suspended funds?</strong></p> <img src="https://track.hubspot.com/__ptq.gif?a=5274572&amp;k=14&amp;r=https%3A%2F%2Fwww.betterment.com%2Fhelp%2Fwork%2Fplan-management%2Fsuspended-contributions-and-loans&amp;bu=https%253A%252F%252Fwww.betterment.com%252Fhelp&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Plan Management Mon, 09 Mar 2026 20:27:01 GMT https://www.betterment.com/help/work/plan-management/suspended-contributions-and-loans 2026-03-09T20:27:01Z Betterment Editors