Everhart Advisors: Financial Insights and Resources

Employer Newsletters

How Legislation, Location, and Longevity Are Shaping Retirement Readiness

Retirement planning starts with numbers such as savings targets, contribution rates, and investment returns. These kinds of foundational metrics guide…

Employer Newsletters

Talking Retirement Across Generations

In today’s workforce, the demographic ages range from Gen Z to Baby Boomers. This is a gap of approximately 60…

Employer Newsletters

Guiding 60-Somethings Through the Final Stretch of Retirement Planning

Participants in their 60s are poised on the cusp of retirement, where every move can have big consequences. Plan sponsors…

Employee Memos

3 Ways to Retire with Confidence

Frequently, the news about retirement is pretty pessimistic. Pensions no longer exist for most workers, we aren’t saving enough, and…

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…

Employee Memos

Don’t Leave Your Retirement Behind

Starting a brand new job is exciting and full of a lot of new benefits, but don’t forget about the…

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…