Author: Carly DeBaldo

Our 401(k) Investments are on the Watchlist. Now What?

Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement plan investments are on the Watch List, don’t panic. This is an opportunity for due diligence and possibly to enhance the plan’s performance.  Approach As a thoughtful […]

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Automatic Features to Help Boost Participation and Savings Rates

The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as automatic enrollment and auto escalation are considered best practices in 401(k) plan design as ways to help boost participation and employee savings rates.1 Many large 401(k) retirement plans offer auto features. […]

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Introducing three new members of the Everhart Team!

We are pleased to introduce Rachel Beidelman, Kelly Murphy and Kim Starr who recently joined the Everhart Advisors’ Team. They are welcome additions who will improve our ability to provide you world-class service. Rachel Beidelman serves as a Client Relationship Manager for Everhart Advisors. Rachel recently graduated from Grove City College with a Bachelor of […]

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