Posts by Everhart Advisors

401(k)

Staying the Course through Volatile Markets

Turbulent times can bring turbulent markets. Many factors cause chaotic swings in the investing world including housing bubbles, political elections,…

Employee Memos

Budgeting for Retirement

There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but…

Employer Newsletters

401(k) Today – October

To Roth or not to Roth Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their…

Employer Newsletters

401(k) Today – September

Good News 401(k) T. Rowe Price did a deep dive into its recordkeeping data and surfaced with a few important…

401(k)

3 Fiduciary Action Items During Turbulent Times

COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor….

401(k)

Surveys reflecting employer and employee behavior during pandemic

Now that it’s been weeks since the pandemic began and the CARES Act passed, we have surveys providing data on…

401(k)

COVID-19 Quick Tips

Here are some quick tips for your employees to help them navigate their finances during this coronavirus pandemic. We invite…

401(k)

Loan and Distribution Considerations for Your Employees

It’s here, the communication piece you’ve been looking to distribute to your employees. In the documents below we breakdown the…

401(k)

Furloughs and Layoffs

401(k)

The CARES Act and Facts for Retirement Plan Sponsors

What should plan sponsors know about the CARES Act? Everything from eligibility to the four stimulus options! Stay informed by…

401(k)

What Plan Sponsors Should Do

The Coronavirus pandemic is disrupting everyone’s personal and financial lives. While our health, and that of our families and friends,…

401(k)

401(k) FAQs for Business Owners and Plan Participants

Without question, the COVID-19 pandemic has created a great deal of economic uncertainty. There are numerous crisis-related 401(k) questions that…