Employer Newsletters Archives - Everhart Advisors

Employer Newsletters

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey (RCS) finds a widening gap between what…

Employer Newsletters

Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement…

Employer Newsletters

New Retirement Plan Guidance for Faith-based Employers

Faith-based organizations looking to offer retirement benefits to employees face decisions that secular employers do not, including whether their retirement…

Employer Newsletters

Survey: Knowledge Gap Drives Retirement Plan Nonparticipation

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

Employer Newsletters

AI Used Widely (Though Not Always Wisely) for Retirement Planning

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

Employer Newsletters

“Retirement Security Rule” – Latest Developments

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

Employer Newsletters

Study: Confidence Higher Among Target Date Fund Investors

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

Employer Newsletters

Lawmakers Move to Ease Form 5500 Filing Burdens

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

Employer Newsletters

DOL Backs Employers in Forfeiture Litigation

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

Employer Newsletters

How Are Plan Sponsors Measuring Participant Success?

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

Employer Newsletters

Employer-Supported Emergency Savings Features: Plan Sponsor Considerations

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

Employer Newsletters

IRS Issues New Guidance on Plan Distribution Safe Harbors

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