Author: Everhart Advisors

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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.

Tax Saver’s Credit Reminder

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing jointly) if you made eligible contributions to an employer sponsored retirement […]

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401(k) Today – February 2021

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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