Everhart Advisors, Author at Everhart Advisors

Hot breath, fear, sweaty palms – You’ve received a request from the Department of Labor (“DOL”) to provide documents about…

Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top…

As your business grows and evolves, it is important to stay in the know on how to offer better workplace…

Most people have debt, and as an employer and plan sponsor it’s helpful to provide resources that encourage your employees…

Tests – the word alone is enough to make the most studious of us sweat. When placed in the context of…

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be…

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing…

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It…

Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always…

Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this…

Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed…

The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact,…