401(k) Plans Archives - Everhart Advisors

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: 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

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

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…