Everhart Advisors

Are You Overlooking Your Fiduciary Responsibilities? For years, employers have understood their fiduciary responsibilities for retirement plans—but did you know the same rules apply to your group health plan? With new regulations under the CAA 2021 and increased litigation, it’s critical to stay informed. Join us for Breakfast with the Experts to learn how to protect your plan and stay compliant. Featured Speakers: Jamie Greenleaf (Fiduciary in a Box), Brian Hanna (Everhart Advisors), Dean Stitz (McGohan Brabender) Dayton Workshop – April 22 @ Moraine Country Club Columbus Workshop – April 23 @ Scioto Country Club Reserve your seat today! ?? Register for Dayton: https://hubs.li/Q03dhW5H0 ?? Register for Columbus: https://hubs.li/Q03djfM40 #FiduciaryDuties #HealthPlanCompliance #HRLeadership

Tax season is here! As laws change and financial situations evolve, exploring strategies like retirement contributions, HSAs, and charitable giving may help with tax planning. Stay informed and consider your options. Read more here: https://hubs.ly/Q038-JKz0

Amazon faces a class-action lawsuit over its 401(k) forfeiture fund management, alleging the company used forfeited assets to offset its own contributions instead of reducing participant fees. With similar cases on the rise, the outcome could have industry-wide implications. Read more here: https://hubs.ly/Q038-KlB0

Tax season is a chance to review your financial approach and consider how tax planning fits into the bigger picture. Understanding deductions, credits, and long-term strategies can help inform your decisions. Learn how we can help: https://hubs.li/Q039GK2Q0

Cash balance plans are becoming increasingly popular, as highlighted in the Wall Street Journal article linked below. At Everhart Advisors, we’ve helped set up over 75 cash balance plans. Due to their popularity, we have added an expert on staff to assist business owners and clients exploring these options. Not all cash balance plans are created equal, and there is significant flexibility in their design. The right approach depends on individual goals and circumstances. ? Read the full article here:?https://lnkd.in/gu3MHZM8 If you’d like to learn more, please reach out to one of our advisors here: https://lnkd.in/dNz22R_W

More part-time employees now have access to retirement plans, but their savings challenges can differ from full-time workers. Understanding these differences and offering tailored support may help improve engagement. Explore key considerations for plan sponsors. Read more here: https://hubs.ly/Q038-FP90

This International Women’s Day, we recognize the dedication and contributions of the women we work with—our colleagues, clients, and partners. We appreciate your hard work and the difference you make every day.

We’re settling into our new Dublin office! After two weeks in the space, we’re excited for what’s ahead and look forward to welcoming you here. Our Columbus team is fully settled at 5200 Rings Road, Dublin, OH 43017, and we’re ready for this next chapter. If you're in the area, feel free to stop by! #DublinOH #WealthManagement #FinancialAdvisors #401kPlanConsulting

Nearly half of Gen X has no retirement savings, and only 1 in 10 plans to delay Social Security to maximize benefits. With financial pressures from all sides, many are struggling to prioritize their future. Learn how plan sponsors can help bridge the gap. Read more here: https://hubs.li/Q038-H8-0

Maximizing your employer’s retirement match is one of the simplest ways to strengthen your financial future. With over half of employers offering a match, it’s an opportunity worth exploring. Make sure you understand your plan, confirm your enrollment, and consider saving beyond the match to take full advantage of tax-free growth. Ready to make the most of your benefits? Read more here: https://hubs.li/Q035dxW90