Plan Sponsors Archives - Everhart Advisors

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…

Employer Newsletters

IRS Issues New Guidance on Plan Distribution Safe Harbors

When employees leave an organization, they face an important decision about their retirement savings. Do they leave them in their…

Employer Newsletters

IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners

The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change,…

Employer Newsletters

The New Reality of Retirement: When Competing Priorities Take Over

For many workers today, saving for retirement feels almost bleak. According to the 2025 Goldman Sachs Retirement Survey, 42% of…

Employer Newsletters

Other Benefits Developments

Prescription drug costs remain one of the biggest challenges for both employers and employees. The executive orders call for greater…

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

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…

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…