Everhart Advisors: Financial Insights and Resources

Employee Memos

Increase Retirement Plan Contributions Without Impacting Your Lifestyle

This month’s employee memo discusses increasing retirement plan contributions simultaneously with pay increases to minimize financial impact.

Employer Newsletters

The Advisor- November 2015

See below for the November 2015 edition of our E-newsletter, The Advisor Financial Wellness Insights: Millennials vs. Generation Xers…

Employee Memos

2016 Retirement Plan Limits

This month’s employee memo provides participants with the cost of living adjustments affecting dollar limitations for pension plans and other…

Employer Newsletters

The Advisor- October 2015

See below for the October 2015 edition of our E-newsletter, The Advisor A Mission of Retirement Plan Investment Design:…

Employee Memos

Making the Most of Your Retirement Plan

This month’s employee memo provides participants with a few helpful hints to help them reach their retirement goals.

Employer Newsletters

The Advisor- September 2015

See below for the September 2015 edition of our E-newsletter, The Advisor DOL Regulations, Part II: Who is Not…

Employee Memos

Four Tips to Follow in Turbulent Times

This month’s employee memo offers participants tips for both up AND down markets.

Firm News & Events

2015 Breakfast with the Department of Labor – Dayton

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for…

Firm News & Events

2015 Breakfast with the Department of Labor – Columbus

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for…

Employer Newsletters

The Advisor- August 2015

See below for the August 2015 edition of our E-newsletter, The Advisor DOL Regulations, Part I: Who is a…

Employee Memos

Stress in the Workplace

This month’s employee memo discusses the effects of financial stress on employee health and productivity.

Employer Newsletters

The Advisor- July 2015

See below for the July 2015 edition of our E-newsletter, The Advisor Tibble v. Edison International In May, the…