Everhart Advisors: Financial Insights and Resources

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…

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…

Employee Memos

Saving in Your 20s, 30s, 40s and Up…What Changes?

No matter how old you are, it’s never too early (or late) to save money for retirement. Each decade comes…

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…

Employee Memos

Four Basic Steps for a Successful Retirement

We understand that most retirement savers aren’t financial experts, and that can make preparing for retirement feel overwhelming. The good…

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…