Everhart Advisors: Financial Insights and Resources

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be…

If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing…

A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It…

Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always…

Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this…

Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed…

The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact,…

We are pleased to introduce Rachel Beidelman, Kelly Murphy and Kim Starr who recently joined the Everhart Advisors’ Team. They…

As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on…

Everhart Advisors is thrilled to announce that five employees, Lisa Block, Jon Hlavac, Logan Jones, Becky McMillen and Ian Schmidt…

[1] PwC, “Special Report: Financial stress and the bottom line,” September 2017.

If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question…