Everhart Advisors: Financial Insights and Resources

401(k)

Risky Business: Why Plan Governance Matters

Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans….

Employer Newsletters

401(k) Today Newsletter – Q1

New Year, New Topics! Plan Sponsor Need to Knows for Q1 2019 Happy New Year! Ringing in the new year…

Firm News & Events

PLANADVISER’S 2018 Top 100 Retirement Plan Advisers

Everhart Advisors has been named to PLANADVISER’s 2018 Top 100 Retirement Plan Advisers list. Click to download a PDF copy….

Employee Memos

Communication Corner: Retirement 101

Part V: Retirement 101 All approach retirement, some sooner than others. To enjoy your retirement years and not be…

Employer Newsletters

The Advisor – December 2017

Happy Holidays from Everhart Advisors! On behalf of everyone at Everhart Advisors I’m pleased to wish you the greetings of…

Employee Memos

Communication Corner: Buying a Home

Part IV: Buying a Home Purchasing a home is a big decision. There are many factors to consider. Most…

Employer Newsletters

The Advisor – November 2017

Your Newest Employee Benefit—Student Loan Debt Repayment Assistance Student loan reimbursement programs are a fast growing employee benefit. Approximately 70…

Money in the glass with filter effect retro vintage style,Coins in jar with saving, retirement and emergency plan label - financial concept,business background,money content and selective focus.

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…

Piggy Bank Currency Savings Coin Finance Banking Coin Bank

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.