Everhart Advisors: Financial Insights and Resources

Employer Newsletters

85% of Participants Remained Fully Invested Over a Decade

Target date funds (TDFs) are the most common qualified default investment alternative (QDIA) in 401(k) plans. At year-end 2022, more…

Employer Newsletters

Participant Data Faces Increased Regulatory Scrutiny

Retirement plan sponsors are well accustomed to fiduciary obligations around investment selection, fee reasonableness, and plan administration. Increasingly, however, another…

Employer Newsletters

Research Explores Link Between Guaranteed Income and Retirement Assets

Recent research from the Employee Benefit Research Institute (EBRI) examines how retirees’ assets change over time depending on whether or…

Employee Memos

Thinking About Retiring Early? Consider Asking Yourself These 5 Questions

For many Americans, working to or through “traditional” retirement age may be the right choice based on their goals, personality,…

Employer Newsletters

Research: Advisory Support Boosts Retirement Confidence, Lowers Stress

Resources that support informed financial decision-making can help workers navigate the complexity of retirement planning with more confidence and less…

Employer Newsletters

Women’s Savings in Focus

Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances,…

Employer Newsletters

The Boomer Delay: When Employees Don’t Retire “On Schedule”

For many employers, “retirement planning” brings to mind compliance obligations and decisions about plan designs and investment lineups. But retirement…

Employee Memos

Beyond Financial IQ: Confidence Matters

If you listen to financial podcasts, watch TikTok budgeting videos, or read investing tips from online “gurus” and still feel…

Wealth Management Blogs

Cybersecurity Corner: Protecting Your Financial Life

Protecting your financial life has never been more important. Financial fraud continues to evolve rapidly, with scammers using increasingly sophisticated…