Former Employees with Plan Assets are Still Plan Participants Plan Sponsors should understand that terminated employees who left their account…
Annual Retirement Plan Notices It is that time when plan sponsors need to send annual notices to participants. The 401(k)…
Election Year Investment Volatility Election years, with their uncertainty and increased emotions, cause anxiety for investors. Certainly, there may be…
To Roth or not to Roth Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their…
Good News 401(k) T. Rowe Price did a deep dive into its recordkeeping data and surfaced with a few important…
As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on…
New Year, New Topics! Plan Sponsor Need to Knows for Q1 2019 Happy New Year! Ringing in the new year…
Happy Holidays from Everhart Advisors! On behalf of everyone at Everhart Advisors I’m pleased to wish you the greetings of…
Your Newest Employee Benefit—Student Loan Debt Repayment Assistance Student loan reimbursement programs are a fast growing employee benefit. Approximately 70…
Do You Send Participant Notices via Email? Should you? The number of notices and disclosures required to retirement plan participants…
Women in Retirement: 60 Percent Not Saving Enough In November 2016, the Texas Conference for Women surveyed attendees about their…
See below for the August 2017 edition of our E-newsletter, The Advisor Target Date Funds—Does One Size Really Fit All? If…