Everhart Advisors, Author at Everhart Advisors

Employer Newsletters

Helping Gen Xers Weather a Perfect Storm

Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left…

Employer Newsletters

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the…

Employer Newsletters

Amazon Faces Allegations of Mismanaged Funds

Amazon.com Inc. and the administrative committee overseeing its 401(k) savings plan have been hit with a class-action lawsuit alleging improper…

Employee Memos

The Ultimate Guide to Tax Savings

As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help minimize…

Employer Newsletters

GAO on Crypto in 401(k)s: Risks and Oversight Challenges

Recent findings from the Government Accountability Office (GAO) highlight critical considerations for sponsors exploring cryptocurrency as a retirement plan investment…

Employer Newsletters

Why Workers Leave Matching Dollars on the Table

A 2023 Vanguard study found that a quarter of participants deferred less than 4% of their income — generally below…

Employer Newsletters

PBGC Updates Premium Deadlines for 2025 Plan Years and Beyond

A technical update on the deadlines for premium payments for pension plans with plan years beginning in 2025 and later…

Employee Memos

Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50%…

Firm News & Events

Our Dublin Office is Moving!

We’re excited to announce that our Dublin, Ohio, office will be relocating to a new address in February 2025. This…

Employer Newsletters

DOL and IRS Provide Hurricane Relief Guidance

The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster…

Employer Newsletters

Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know

The Supreme Court has again declined to address whether ERISA disputes can be resolved through arbitration, leaving plan sponsors with…

Employer Newsletters

Portability Services Network Expands Impact

According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the…