401(k) Balances Archives - Everhart Advisors

Employer Newsletters

Helping Gen Xers Weather a Perfect Storm

Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left…

Employer Newsletters

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the…

Employer Newsletters

GAO on Crypto in 401(k)s: Risks and Oversight Challenges

Recent findings from the Government Accountability Office (GAO) highlight critical considerations for sponsors exploring cryptocurrency as a retirement plan investment…

Employer Newsletters

Why Workers Leave Matching Dollars on the Table

A 2023 Vanguard study found that a quarter of participants deferred less than 4% of their income — generally below…

Wealth Management Blogs

Prioritizing Your Cash Flow in 8 Steps

Having a financial plan is telling your money where to go rather than wondering where it went. The idea of…

Employer Newsletters

What Retirement Planning Is Not

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since…