Everhart Advisors, Author at Everhart Advisors

Employer Newsletters

Closing the Financial Wellness Engagement Gap

A recent survey from market intelligence firm Cerulli Associates highlights a striking disparity in the financial wellness space. According to…

Employer Newsletters

The Road to 15%: Helping Participants Navigate Toward Retirement Readiness

Many advisors recommend saving 15% of pre-tax earnings, including any employer match, to prepare for a secure retirement — but…

Employee Memos

How Much Do You Know About Target Date Funds?

The average person is likely unfamiliar with the term “TDF” however it is the most utilized andfastest-growing investment option in…

Employer Newsletters

Cybersecurity and How to Deal with Data Breaches as a Plan Sponsor

Retirement funds are a target for cybersecurity attacks and identity fraud more than ever before. For most people, their retirement…

Employer Newsletters

The Magic Number Gap: Bridging the Divide Between Expectations and Reality

A troubling trend has emerged in the retirement planning space: The “magic number” — or amount of money Americans believe…

Employer Newsletters

When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn’t Necessarily a Way

Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan…

Employee Memos

QUIZ: How Much Do You Know About Your Retirement Plan?

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the…

Employer Newsletters

Women Call for Pension Reinstatement and Care Solutions

Many women have voiced their support for the reinstatement of pension programs and government assistance in lowering the cost of…

Employee Memos

Estimating Your Financial Needs for Retirement

Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach…

Employer Newsletters

Cashing Out on Tomorrow: When Personal and Market Economies Diverge

You could say that the past year has been one for the record books. As of January 2024, total U.S….

Employer Newsletters

Turning the Tide on Employee Engagement

A recent Gallup survey found that engagement at work has cratered among U.S. employees. According to the research, only 33%…

Employer Newsletters

Millennials Redefining Retirement

According to a recent survey by retirement finance company IRALogix Inc., Millennials are changing the way people think about retirement….