Category: Newsletters

The Advisor – December 2017

  Happy Holidays from Everhart Advisors! On behalf of everyone at Everhart Advisors I’m pleased to wish you the greetings of this special season. Thank you for selecting us as your dedicated retirement plan advisor. We saw plenty of activity in the retirement plan landscape in 2017—with delays and updates to the DOL’s Fiduciary Rule […]

Read More

The Advisor – November 2017

  Your Newest Employee Benefit—Student Loan Debt Repayment Assistance Student loan reimbursement programs are a fast growing employee benefit. Approximately 70 percent of 2016 college graduates have student loans with an average balance of $37,000.¹ The Society for Human Resource Management reports that while only about 3 percent of employers offer this benefit, interest among […]

Read More

The Advisor – October 2017

   Do You Send Participant Notices via Email? Should you? The number of notices and disclosures required to retirement plan participants has increased while methods to access information changed drastically. Many people receive their news and information on electronic devices through apps and social media. What remains the same is the Department of Labor’s (DOL’s) […]

Read More

Everhart Can Help You
Ready To Get Started?