Everhart Advisors: Financial Insights and Resources

Employer Newsletters

The Resurgence of the Automatic IRA Act

The Automatic IRA Act of 2024 has been reintroduced by Representative Richard Neal, D-Mass., the ranking member of the House…

Employer Newsletters

Help Participants Avoid These TDF Missteps

Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached…

Employer Newsletters

Beyond Compliance: Make Every Communication Count

Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants….

Employee Memos

Tax Tips to Maximize Retirement Savings

Retirement represents a major turning point in one’s life. One factor that remains, regardless of this new chapter in your…

Employer Newsletters

Helping Young Americans Save for Retirement Act

Senator Bill Cassidy (R-LA), the Ranking Member of the Senate Health, Education, Labor and Pensions (HELP) Committee, and Senator Tim Kaine…

Employer Newsletters

The Graying of the American Workforce

The Silver Tsunami is headed ashore, as “Peak 65” is expected to usher in an average of 11,000 retirement age…

Employee Memos

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of…

Employer Newsletters

Balancing Competitive Benefits in Budget Constraints for Plan Sponsors

It is crucial for companies to regularly benchmark and compare their benefits packages to their peers within the industry in…

Employer Newsletters

Steering Participants Through Market Mania

Conversations on market volatility often conjure up nail-biting narratives about panicked sell-offs, as jittery investors rush to liquidate positions to…

Employer Newsletters

The Gen X Savings Crisis: How Plan Sponsors Can Help

According to a December 2023 survey from Schroder’s, nearly half of non-retired Gen Xers, those born between 1965 and 1980,…

Employee Memos

Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is…

Employer Newsletters

Pooled Plans Demonstrate Benefits for Higher Education Plan Sponsors

For higher education institutions, pooled retirement plan structures offer a plethora of benefits, such as exposure, fewer administrative functions and…