Employer Newsletters Archives - Everhart Advisors

Employer Newsletters

Engaging the TikTok Generation on Retirement

Nearly a quarter of all Gen Z employees aren’t enrolled in a company retirement plan, according to BenefitsPro. That’s three…

Employer Newsletters

Rethinking Pension Surplus Dollars: Avoiding the Termination Trap

As rising interest rates have reshaped pension funding dynamics post-COVID, many corporate defined benefit (DB) plans are now experiencing significant…

Employer Newsletters

Stretching the Match

Summer has begun and now you can relax, right? Maybe not… this is actually a great time for you to…

Employer Newsletters

Don’t Take Forfeitures for Granted

Retirement plans have long subjected employer contributions to vesting schedules, rewarding tenure by increasing the participant’s ownership in those contributions…

Employer Newsletters

Basic Fiduciary Obligations for New Plan Sponsors

Threats of financial penalties and legal liabilities heighten the need for proper compliance with the Employee Retirement Income Security Act…

Employer Newsletters

Early Retirement: Dream or Dilemma?

For many workers, early retirement is the ultimate goal — carefree days filled with road trips, golf, or time spent…

Employer Newsletters

Rising Hardship Withdrawals Putting Retirement at Risk

A growing number of workers are raiding their employer-sponsored retirement plans to cover emergency expenses, highlighting an alarming trend in…

Employer Newsletters

Market Turmoil Spurs Trading, but Staying Put Pays Off

The U.S. stock market suffered its worst day in five years on Friday, April 4, following President Donald Trump’s announcement…

Employer Newsletters

The Retirement Planning Gap Affecting Two in Three Investors

Despite the importance of retirement planning, a staggering 67% of investors admit to spending no time at all working on…

Employer Newsletters

More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan

A recent Fidelity report reveals that over 80% of plan sponsors prefer to allow employees to keep their assets in-plan…

Employer Newsletters

The Power of Small Data for Retirement Plan Sponsors

As a plan sponsor, you probably spend a fair amount of time dealing with it one way or another —…

Employer Newsletters

Helping Gen Xers Weather a Perfect Storm

Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left…