Everhart Advisors: Financial Insights and Resources

Employee Memos

Navigating Market Volatility: Stay Focused on Long-Term Goals

As the stock market see-saws through policy uncertainty, it’s understandable to be concerned and perhaps even to feel uneasy. In…

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 —…

Employee Memos

Five Key Strategies for a Successful Retirement

Achieving a comfortable and secure retirement requires careful planning and disciplined financial habits. Here are five essential strategies to help…

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…

Employer Newsletters

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the…

Employer Newsletters

Amazon Faces Allegations of Mismanaged Funds

Amazon.com Inc. and the administrative committee overseeing its 401(k) savings plan have been hit with a class-action lawsuit alleging improper…

Employee Memos

The Ultimate Guide to Tax Savings

As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help minimize…

Employer Newsletters

GAO on Crypto in 401(k)s: Risks and Oversight Challenges

Recent findings from the Government Accountability Office (GAO) highlight critical considerations for sponsors exploring cryptocurrency as a retirement plan investment…

Employer Newsletters

Why Workers Leave Matching Dollars on the Table

A 2023 Vanguard study found that a quarter of participants deferred less than 4% of their income — generally below…

Employer Newsletters

PBGC Updates Premium Deadlines for 2025 Plan Years and Beyond

A technical update on the deadlines for premium payments for pension plans with plan years beginning in 2025 and later…