Our Goal Is To Help Others Reach Theirs

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The Everhart Difference

Focus. We are uniquely focused on 401(k) consulting and employee education. Passion. We are driven by our desire for everyone to achieve the retirement they want. Expertise. We are nationally recognized experts in the field. Independence. We are independently-owned and provide objective advice. Innovation. We deliver industry-leading technology and solutions. Transparency. We pull the curtain back.

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Fiduciary Protection
Investment Selection & Monitoring
Fee Benchmarking & Vendor Selection
Optimal Plan Design
High-Touch Employee Education

270+ Plan Clients

$1.5+ Billion Assets

20+ Years Experience

Insight From Everhart

Communication Corner: Retirement 101

  Part V: Retirement 101 All approach retirement, some sooner than others. To enjoy your retirement years and not be a burden on family members, it is essential that you save sufficient assets to carry you through your retirement. No one knows precisely the amount of assets you will need for a comfortable retirement, but […]

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The 401k Owner’s Manual

After many years of successfully serving employers and employees, we decided to put everything you need to know about building an elite 401(k) plan in a book, The 401(k) Owner’s Manual.

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Inside Everhart

Don’t Take Our Word For It

“Top 100 Retirement Plan Advisers”
-PLANADVISER Magazine, 2017

“Top 401 Retirement Plan Advisers”
-The Financial Times, 2017

See Up Close

We love what we do. Find out why.

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Look For Yourself

Curious if you’ve got the best plan in place for your company? We can help.

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2017 Top Retirement Plan Advisers

Business First
Fast 50

Financial Times
2017 Top Retirement Plan Advisers