Everhart Advisors, Author at Everhart Advisors

Employer Newsletters

The Advisor- January 2015

See below for the January 2015 edition of our E-newsletter, The Advisor Qualified Plan Governance: Is Your Fiduciary House…

Employee Memos

One Is All You Need

This month’s employee memo reminds participants that all they really need is one target date fund to have a diversified…

Employer Newsletters

The Advisor- December 2014

See below for the December 2014 edition of our E-newsletter, The Advisor Happy Holidays from Everhart Advisors On behalf…

Employer Newsletters

The Advisor- November 2014

See below for the November 2014 edition of our E-newsletter, The Advisor Case Study: Automatic Enrollment Revisited Eight years…

Employer Newsletters

The Advisor- October 2014

See below for the October 2014 edition of our E-newsletter, The Advisor Bill Gross Departure from PIMCO On September…

Employee Memos

What type of investor are you?

This month’s employee memo is a quiz participants can take to find out what kind of investor they are.

Employer Newsletters

The Advisor- September 2014

See below for the September 2014 edition of our E-newsletter, The Advisor Index Funds – More Than Meets the…

Employee Memos

Are you on track to enjoy your retirement?

The memo addresses several factors during different retirement phases (10 years, five years, three years and one year before retirement as…

Firm News & Events

2014 Breakfast with the Department of Labor – Dayton

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop…

Firm News & Events

2014 Breakfast with the Department of Labor – Columbus

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for…

Firm News & Events

Know Your Retirement Health Care Costs?

Please join us for a discussion on Medicare and the cost of health care expenses in retirement, and a look…

Firm News & Events

Participant Education Workshop

People may underestimate their medical expenses by up to 60%. Health care is one of your top three budget items…