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

You did it, a perfect balance. A wonderfully crafted portfolio that maximizes long-term return potential while considering the degree of risk you are willing to take. But after market fluctuation and different returns for each investment, your portfolio is out of balance. Now what? Rebalancing is a way to return your portfolio to its original […]

4 Actions to Help Reduce Retirement Plan Litigation

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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