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401(k) Today Q3 Newsletter

As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for your retirement plans. Before you know it, you will be sending annual notices and making plan amendments.  Our quarterly newsletter discusses the three following topics for plan sponsor information: Plan […]

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Everhart Advisors Announces the Addition of Five New Shareholders

Everhart Advisors is thrilled to announce that five employees, Lisa Block, Jon Hlavac, Logan Jones, Becky McMillen and Ian Schmidt have become shareholders. According to Scott Everhart, Everhart Advisors’ President and CEO, “Each of them is an elite performer and has contributed greatly to our success.”   Lisa Block, CLTC® is a Senior Retirement Plan […]

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The stages of financial wellness for participants

Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years?[1] Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new participant guide covers the three stages of financial wellness: Paying down debt Paying […]

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