Everhart Advisors: Financial Insights and Resources

Employer Newsletters

The Gen X Savings Crisis: How Plan Sponsors Can Help

According to a December 2023 survey from Schroder’s, nearly half of non-retired Gen Xers, those born between 1965 and 1980,…

Employee Memos

Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is…

Employer Newsletters

Pooled Plans Demonstrate Benefits for Higher Education Plan Sponsors

For higher education institutions, pooled retirement plan structures offer a plethora of benefits, such as exposure, fewer administrative functions and…

Employer Newsletters

Surging Credit Card Debt: Strategies for Plan Sponsors to Help Bolster Retirement Readiness

With U.S. credit card debt recently soaring to a record high of $1.08 trillion, retirement plan sponsors face a pivotal…

Employer Newsletters

Proposed Legislation Aims to Help Young Workers Put Time on Their Side

Retirement planning often directs attention toward mid-career 401(k) participants and those nearing retirement — and understandably so, given their tighter…

Employee Memos

Navigating the New Year: A Guide to Financial Reflection and Resolutions

Happy New Year! As we embrace the new year, it’s the perfect time for a comprehensive review of your financial…

Employer Newsletters

401(k) Today – December 2023

Happy Holidays! As 2023 comes to a close we want to express our sincere gratitude for your unwavering support and…

Employee Memos

Financial Frost Checkup

As the winter season blankets our surroundings, it’s the perfect time to conduct a comprehensive review of your financial situation….

Employer Newsletters

401(k) Today – November 2023

401(k) Fears: What’s a Plan Sponsor to Do? Sound investment decisions are rarely made under the weight of worry. The…

Employee Memos

Gobbling Up Good Financial Habits

Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later…

Employer Newsletters

401(k) Today – October 2023

Hardship Distributions Surge: Strategies for a Troubling Trend More and more workers are taking hardship distributions from their 401(k) accounts,…

Employee Memos

Smart Portfolio Stress Testing: Your Retirement Safety Net

You’ve been diligent—saving, monitoring retirement accounts, consulting your advisor. But are you prepared for life’s uncertainties? Your retirement plan relies…