Employer Newsletters Archives - Everhart Advisors

When considering short-term funding options, participants are often advised to avoid tapping into their 401(k) accounts through loans or hardship…

The U.S. Department of Labor (DOL) recently released voluntary guidance emphasizing the importance of ethical and transparent use of artificial…

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since…

By the second quarter of this year, the number of “401(k) millionaires” rose 2.5% from Q1, marking a record high…

The Federal Reserve’s recent 50 basis point interest rate cut, with more reductions expected by year’s end, may leave employees…

Many plan sponsors focus on external cybersecurity threats, such as hackers attempting to breach their systems, but disgruntled employees can…

Although the costs of retirement benefits have generally decreased due to fee compression, smaller plans are still at a disadvantage….

Housing? Check. Life insurance? Check. Dining out? Check. For most retirees, these types of line items are fairly predictable and…

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the…

Employees in the HR and benefits departments handle many responsibilities, such as managing a company’s health care benefits or supervising…

According to the results of a 2024 American Psychiatric Association mental health poll, 43% of adults reported higher subjective feelings…

In late June, the IRS issued a notice providing critical guidance on early withdrawal penalty exemptions under the SECURE 2.0…