Everhart Advisors: Financial Insights and Resources

Employee Memos

Retirement May Be Your Next Adventure

Retirement could often be seen as the “end of the road,” but that idea may not fit everyone. Your retirement…

Employer Newsletters

PEPs Gaining Ground, But One Size May Not Fit All

The Department of Labor (DOL) is asking for public input on how to support small businesses that want to adopt…

Employer Newsletters

Supreme Court Lowers Bar for ERISA Lawsuits

A recent Supreme Court ruling has changed the rules of the game for retirement plan lawsuits — and it could…

Employer Newsletters

Moving Target Dates: Delayed Retirement Realities

For many American workers over 50, retirement timelines have become a moving target, with increasing numbers now planning to stay…

Employer Newsletters

Opening the Door Wider to PE

According to the 2024 DC PLANSPONSOR Benchmarking Report, only 2.2% of plan sponsors include any alternative investments whatsoever within their…

Employee Memos

Road to Retirement: Should You Borrow or Keep Driving?

Before You Take a Retirement Plan Loan Know the Facts Your retirement plan may allow you to borrow from your…

Employer Newsletters

How Legislation, Location, and Longevity Are Shaping Retirement Readiness

Retirement planning starts with numbers such as savings targets, contribution rates, and investment returns. These kinds of foundational metrics guide…

Employer Newsletters

Talking Retirement Across Generations

In today’s workforce, the demographic ages range from Gen Z to Baby Boomers. This is a gap of approximately 60…

Employer Newsletters

Guiding 60-Somethings Through the Final Stretch of Retirement Planning

Participants in their 60s are poised on the cusp of retirement, where every move can have big consequences. Plan sponsors…

Employee Memos

3 Ways to Retire with Confidence

Frequently, the news about retirement is pretty pessimistic. Pensions no longer exist for most workers, we aren’t saving enough, and…

Employer Newsletters

Engaging the TikTok Generation on Retirement

Nearly a quarter of all Gen Z employees aren’t enrolled in a company retirement plan, according to BenefitsPro. That’s three…

Employer Newsletters

Rethinking Pension Surplus Dollars: Avoiding the Termination Trap

As rising interest rates have reshaped pension funding dynamics post-COVID, many corporate defined benefit (DB) plans are now experiencing significant…