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

Scott Everhart walking in the Everhart Advisors office.

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

$2+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

If you have terminated participants with balances in your 401(k) plan, some of whom you can’t locate, you’re not alone; missing participants are an industry-wide problem. What is a missing participant? A missing participant is a former employee who has left funds in a qualified retirement plan (ex. 401(k) plan) at their former employer but […]

3 Fiduciary Action Items During Turbulent Times

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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