Category: Newsletters

401(k) Today Q3 Newsletter

As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for your retirement plans. Before you know it, you will be sending annual notices and making plan amendments.  Our quarterly newsletter discusses the three following topics for plan sponsor information: Plan […]

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401(k) Today Newsletter – Q1

New Year, New Topics! Plan Sponsor Need to Knows for Q1 2019 Happy New Year! Ringing in the new year comes with changes to the 401(k) world, and as a plan sponsor, we want to keep you informed and educated. This past quarter, we’ve focused our attention on “Fiduciary Plan Governance” our latest newsletter features […]

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The Advisor – December 2017

Happy Holidays from Everhart Advisors! On behalf of everyone at Everhart Advisors I’m pleased to wish you the greetings of this special season. Thank you for selecting us as your dedicated retirement plan advisor. We saw plenty of activity in the retirement plan landscape in 2017—with delays and updates to the DOL’s Fiduciary Rule to […]

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