Everhart Advisors: Financial Insights and Resources

Employer Newsletters

401(k) Today – February 2021

Continuity, Coronavirus, ERISA, Stimulus Package The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of…

401(k)

Think Green: Have You Considered 401(k) e-Disclosures?

Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the…

Wealth Management Blogs

Can Volatility Be an Enjoyable Ride?

Many thrill seekers pay big money and wait in long lines for some of the world’s most extreme rollercoasters. Most…

Employee Memos

How Much Do You Know About Your Retirement Plan?

Retirement Plan Facts Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the…

Employer Newsletters

401(k) Today – January 2021

Former Employees with Plan Assets are Still Plan Participants Plan Sponsors should understand that terminated employees who left their account…

401(k)

ERISA Update: 5 Big Changes Plan Sponsors Need to Know

If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and…

Wealth Management Blogs

Should I refinance my mortgage? 3 things to consider

Refinancing is the process of amending or revising your mortgage loan agreement, often resetting the interest rate, term length, and…

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…