401(k) Archives - Everhart Advisors

Employer Newsletters

Women’s Savings in Focus

Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances,…

Employer Newsletters

The Boomer Delay: When Employees Don’t Retire “On Schedule”

For many employers, “retirement planning” brings to mind compliance obligations and decisions about plan designs and investment lineups. But retirement…

Employee Memos

Beyond Financial IQ: Confidence Matters

If you listen to financial podcasts, watch TikTok budgeting videos, or read investing tips from online “gurus” and still feel…

Employer Newsletters

Market Turmoil Spurs Trading, but Staying Put Pays Off

The U.S. stock market suffered its worst day in five years on Friday, April 4, following President Donald Trump’s announcement…

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…

Employee Memos

Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50%…