Everhart Advisors | 401(k) Plan Consulting and Employee Education

Scott Everhart walking in the Everhart Advisors office.

The Everhart Difference

Focus. We are 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 for our work. Independence. We are independently-owned and provide objective advice. Innovation. We deliver helpful technology and solutions. Transparency. We pull the curtain back.

More About Everhart

Fiduciary Protection

Investment Selection & Monitoring

Fee Benchmarking & Vendor Selection

Optimal Plan Design

High-Touch Employee Education

300+ Plan Clients

$2+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

In the last 12 months congress has passed several pieces of legislation intended to provide relief to individuals and businesses. One such law, the American Rescue Plan (ARP) of 2021, was enacted last month. It contained some important changes that we highlight here. Child Tax Credit Under prior law, individuals received a $2,000 tax credit […]

12 Types of Financial Education Employees Need

The 401(k) 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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