Author: Carly DeBaldo

What are MEPs and Should You Consider One?

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It can be particularly appealing to smaller businesses for a number of reasons. MEPs can be easier and may be cost effective to operate, allowing employers to focus on running their businesses while a professional manages […]

Read More

7 Simple Steps to Organize Your Financial Life

Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve financial health! In our recent participant guide, we have outlined 7 steps to help your employees organize their financial life. This easy-to-use checklist will help them take charge of their financial health. Send and […]

Read More

Lawsuits Over the Years and What it Means for Plan Sponsors

Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed. However, this changed after a few years when participants started honing in on claims of self-dealing, i.e. the plan’s fiduciaries benefitting […]

Read More

Everhart Can Help You
Ready To Get Started?