Retirement Planning Archives - Everhart Advisors

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…

Employee Memos

Four Basic Steps for a Successful Retirement

We understand that most retirement savers aren’t financial experts, and that can make preparing for retirement feel overwhelming. The good…

Employer Newsletters

The Retirement Planning Gap Affecting Two in Three Investors

Despite the importance of retirement planning, a staggering 67% of investors admit to spending no time at all working on…

Employer Newsletters

More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan

A recent Fidelity report reveals that over 80% of plan sponsors prefer to allow employees to keep their assets in-plan…

Employer Newsletters

The Power of Small Data for Retirement Plan Sponsors

As a plan sponsor, you probably spend a fair amount of time dealing with it one way or another —…

Employee Memos

Five Key Strategies for a Successful Retirement

Achieving a comfortable and secure retirement requires careful planning and disciplined financial habits. Here are five essential strategies to help…

Employer Newsletters

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the…

Employee Memos

Maximize Your Employer Match in 2025

Leveraging your employer’s retirement plan match is one of the easiest ways to boost your financial wellness. With over 50%…

Wealth Management Blogs

Prioritizing Your Cash Flow in 8 Steps

Having a financial plan is telling your money where to go rather than wondering where it went. The idea of…

Employer Newsletters

What Retirement Planning Is Not

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since…

Employee Memos

Employer Matching – How to Make the Most of Your Plan

Many defined contribution plans include something called employer matching, meaning that your employer contributes a certain amount to your retirement…

Employee Memos

QUIZ: How Much Do You Know About Your Retirement Plan?

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the…