Everhart Advisors: Financial Insights and Resources

Employer Newsletters

401(k) Today – December 2020

Annual Retirement Plan Notices It is that time when plan sponsors need to send annual notices to participants. The 401(k)…

Employee Memos

The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet…

401(k)

Tracking Down Your Missing Participants

If you have terminated participants with balances in your 401(k) plan, some of whom you can’t locate, you’re not alone;…

Wealth Management Blogs

To Roth or Not to Roth Inside Your 401(k)?

That is a common question. Whether you are enrolling for the first time ever in a 401(k), reassessing your retirement…

Employer Newsletters

401(k) Today – November 2020

Election Year Investment Volatility Election years, with their uncertainty and increased emotions, cause anxiety for investors. Certainly, there may be…

Employee Memos

Ten Things to Know about Your Employer’s Retirement Plan

1. What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement….

401(k)

Staying the Course through Volatile Markets

Turbulent times can bring turbulent markets. Many factors cause chaotic swings in the investing world including housing bubbles, political elections,…

Wealth Management Blogs

The Election and The Stock Market

As a financial advisor I find myself “talking shop” with greater frequency during an election year. Thinking about how each…

Employee Memos

Budgeting for Retirement

There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but…

Employer Newsletters

401(k) Today – October

To Roth or not to Roth Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their…

Wealth Management Blogs

The “Coronavirus Crash”—What Have We Learned?

On February 19th, the United States stock market measured by the S&P 500 index closed at an all-time high of…

Employer Newsletters

401(k) Today – September

Good News 401(k) T. Rowe Price did a deep dive into its recordkeeping data and surfaced with a few important…