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

Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and legal environment, it’s more important than ever to make sure your organization’s retirement plan is both effective and compliant. A well-structured retirement plan governance program can help you pursue these […]

What's in your fiduciary file?

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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