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

300+ Plan Clients

$2+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

Want to keep your data safe?

Your plan data and private information are valuable, but unfortunately, cybersecurity is a critical but often overlooked aspect of a plan sponsor’s fiduciary responsibility. Given the risk of cyberattacks targeting plan data and retirement savings, it’s important for plan sponsors to be diligent and proactive in making sure they understand what safeguards their third-party 401(k) […]

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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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Inside Everhart

Don’t Take Our Word For It

“Retirement Plan Adviser Mega Team of the Year” -PLANADVISER Magazine, 2018 “Top 401 Retirement Plan Advisers” -The Financial Times, 2019

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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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PLANADVISER
2019 Top Retirement Plan Advisers

Business First
2019 Fast 50

Financial Times
2019 Top Retirement Plan Advisers