Retirement Readiness Archives - Everhart Advisors

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

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

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey (RCS) finds a widening gap between what…

Employer Newsletters

Study: Confidence Higher Among Target Date Fund Investors

A new survey by Voya Investment Management finds that participants who invest in target date funds (TDFs) feel significantly more…

Employer Newsletters

How Are Plan Sponsors Measuring Participant Success?

The ultimate proof of retirement plan participant success is in the results: whether the participant achieves a financially secure retirement….

Employer Newsletters

Household Spending Data Reveals Participant Borrowing Patterns

New data suggests individuals’ decisions to take 401(k) loans are driven less by discretionary spending needs and more by day-to-day…

Employer Newsletters

Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants

Access to an advisor tends to improve retirement confidence, according to a recent survey by the Employee Benefit Research Institute…

Employee Memos

Six Retirement Plan Benefits You Might Not Know About

When you think of the benefits of your retirement plan, tax-deferred savings and matching contributions are probably top of mind….

Employer Newsletters

Rising Markets Don’t Lift All Participants

Markets have been flirting with record highs on a regular basis, but not all employees are riding the wave toward…

Employee Memos

Road to Retirement: Should You Borrow or Keep Driving?

Before You Take a Retirement Plan Loan Know the Facts Your retirement plan may allow you to borrow from your…

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…

Employer Newsletters

Guiding 60-Somethings Through the Final Stretch of Retirement Planning

Participants in their 60s are poised on the cusp of retirement, where every move can have big consequences. Plan sponsors…