Employer Newsletters Archives - Everhart Advisors

Among people who choose not to participate in their employer-sponsored retirement plan, many cite a lack of understanding as the…

AI is now a copilot for everyday tasks, helping people with emails, meal planning, workout routines, and more. It’s also…

With the Department of Labor (DOL) declining to challenge industry groups’ motions for final judgment, the 2024 version of the…

A new survey by Voya Investment Management finds that participants who invest in target date funds (TDFs) feel significantly more…

Rep. Glenn Grothman (R-Wisc.) and Rep. Donald Norcross (D-N.J.) have introduced legislation aimed at easing Form 5500 filing burdens. The…

The U.S. Department of Labor (DOL) is urging a federal appeals court to uphold the dismissal of a lawsuit claiming…

The ultimate proof of retirement plan participant success is in the results: whether the participant achieves a financially secure retirement….

Employees, particularly those early in their careers, are worried about their ability to handle major, unexpected expenses. According to a…

When employees leave an organization, they face an important decision about their retirement savings. Do they leave them in their…

A December 2, 2025 hearing, titled “Pension Predators: Stopping Class Action Abuse Against Workers’ Retirement,” was convened by Subcommittee Chair…

It’s been widely reported that the marriage rate among Americans has declined sharply in recent decades. According to the Census…

New data suggests individuals’ decisions to take 401(k) loans are driven less by discretionary spending needs and more by day-to-day…