Everhart Advisors, Author at Everhart Advisors

Employer Newsletters

Helping Young Americans Save for Retirement Act

Senator Bill Cassidy (R-LA), the Ranking Member of the Senate Health, Education, Labor and Pensions (HELP) Committee, and Senator Tim Kaine…

Employer Newsletters

The Graying of the American Workforce

The Silver Tsunami is headed ashore, as “Peak 65” is expected to usher in an average of 11,000 retirement age…

Employee Memos

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of…

Employer Newsletters

Balancing Competitive Benefits in Budget Constraints for Plan Sponsors

It is crucial for companies to regularly benchmark and compare their benefits packages to their peers within the industry in…

Employer Newsletters

Steering Participants Through Market Mania

Conversations on market volatility often conjure up nail-biting narratives about panicked sell-offs, as jittery investors rush to liquidate positions to…

Employer Newsletters

The Gen X Savings Crisis: How Plan Sponsors Can Help

According to a December 2023 survey from Schroder’s, nearly half of non-retired Gen Xers, those born between 1965 and 1980,…

Employee Memos

Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is…

Employer Newsletters

Pooled Plans Demonstrate Benefits for Higher Education Plan Sponsors

For higher education institutions, pooled retirement plan structures offer a plethora of benefits, such as exposure, fewer administrative functions and…

Employer Newsletters

Surging Credit Card Debt: Strategies for Plan Sponsors to Help Bolster Retirement Readiness

With U.S. credit card debt recently soaring to a record high of $1.08 trillion, retirement plan sponsors face a pivotal…

Employer Newsletters

Proposed Legislation Aims to Help Young Workers Put Time on Their Side

Retirement planning often directs attention toward mid-career 401(k) participants and those nearing retirement — and understandably so, given their tighter…

Employee Memos

Navigating the New Year: A Guide to Financial Reflection and Resolutions

Happy New Year! As we embrace the new year, it’s the perfect time for a comprehensive review of your financial…

Employer Newsletters

401(k) Today – December 2023

Happy Holidays! As 2023 comes to a close we want to express our sincere gratitude for your unwavering support and…