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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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

How to Think About Financial Wellness ROI

If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI? It’s natural for a chief financial officer to ask about the return on investment (ROI) from spending the organization’s money on a program that, at first glance, appears to […]

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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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Inside Everhart

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, 2018

See Up Close

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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PLANADVISER
2019 Top Retirement Plan Advisers

Business First
2018 Fast 50

Financial Times
2018 Top Retirement Plan Advisers