Everhart Advisors: Financial Insights and Resources

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Employee Memos

Communication Corner: Saving for College

Financial Wellness Series We are excited to present a seven-part series on financial wellness that will cover several financial struggles…

Employer Newsletters

The Advisor – October 2017

Do You Send Participant Notices via Email? Should you? The number of notices and disclosures required to retirement plan participants…

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Employee Memos

Are You Reducing Your Debt?

We are excited to present a seven-part series on financial wellness that will cover several financial struggles Americans are facing and ways to overcome them.

Employer Newsletters

The Advisor – September 2017

Women in Retirement: 60 Percent Not Saving Enough In November 2016, the Texas Conference for Women surveyed attendees about their…

Employee Memos

Do You Have an Emergency Fund?

If you had an unexpected emergency expense of $400, would you be able to pay for it? If your answer is no, you’re not alone.

Employer Newsletters

The Advisor-August 2017

See below for the August 2017 edition of our E-newsletter, The Advisor Target Date Funds—Does One Size Really Fit All? If…

Firm News & Events

Press Release: Publishing Announcement

Our book of best fiduciary practices has been published by iUniverse and is an Editor’s Choice selection in the business…

Firm News & Events

DOL Fiduciary Rule Now in Effect

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary”…

Employee Memos

The 10% Savings Goal

This month’s employee memo shows how increasing deferral rates each year by just a small amount can equate to big…

Employer Newsletters

The Advisor-June 2017

See below for the June 2017 edition of our E-newsletter, The Advisor Time to Reset Expectations We are now in…

Employee Memos

Retirement Plan Puzzle

This month’s employee memo offers participants a fun word search puzzle featuring important retirement terms.

Employer Newsletters

The Advisor-May 2017

See below for the May 2017 edition of our E-newsletter, The Advisor Millennial Workers Require Special Plan Sponsor Menu Design Millennials…