Everhart Advisors – An Independent 401k Advisory Team

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.

More About Everhart

Fiduciary Protection

Investment Selection & Monitoring

Fee Benchmarking & Vendor Selection

Optimal Plan Design

High-Touch Employee Education

300+ Plan Clients

$1.7+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as automatic enrollment and auto escalation are considered best practices in 401(k) plan design as ways to help boost participation and employee savings rates.1 Many large 401(k) retirement plans offer auto features. […]

5 Plan Design Features for Retirement Readiness

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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