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.

401(k) Today – January 2021

Former Employees with Plan Assets are Still Plan Participants    Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, they have the same rights as current employees. They cannot contribute to their account under the plan but otherwise they have the same […]

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