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 – December 2020

Annual Retirement Plan Notices It is that time when plan sponsors need to send annual notices to participants. The 401(k) safe harbor, qualified default investment alternative (“QDIA”), and automatic enrollment notices must all be sent to plan participants between 30-90 days before the beginning of the plan year (i.e., no later than December 2nd for […]

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The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial experts recommend putting away 10 to 15 percent of your pay for retirement. There’s a relatively painless way to reach that goal. Take small steps Begin by contributing enough to receive […]

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