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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300+ Plan Clients

$2+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

Tracking Down Your Missing Participants

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 […]

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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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Inside Everhart

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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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2020 Top Retirement Plan Advisers

Business First
2019 Fast 50

Financial Times
2019 Top Retirement Plan Advisers