We are the Everhart Advisors team. Experienced specialists working for you, we provide you a team of dedicated specialists devoted to the areas of Investment Research and Portfolio Construction, Fiduciary Governance and ERISA Compliance, Fee Benchmarking and Vendor Selection, Plan Design and Employee Education and Advice.
Continuity, Coronavirus, ERISA, Stimulus Package The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan shall not be treated as having a partial termination (within the meaning of 4119(d)(3) of the Internal Revenue Code of 1986) during any plan year […]
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Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the Department of Labor’s (DOL) recent rule that expands employer options for delivering retirement plan documents online. The Electronic Disclosure Safe Harbor for Retirement Plans went into effect July 27, 2020 as a voluntary safe harbor […]
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Retirement Plan Facts Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell and enter into retirement. It’s important for you to know the facts about your plan, so you can maximize its saving potential. Here are essentials to know about your […]
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