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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

$2+ Billion Plan Assets

20+ Years Experience

Insight From Everhart

What are Corrective Distributions and How to Avoid Them Going Forward

Tests – the word alone is enough to make the most studious of us sweat.  When placed in the context of 401(k) plans, i.e. determining whether your plan passes non-discrimination tests, anxiety levels can go through the roof!  This article will take a brief look at ways to correct a failed “ADP” test, the non-discrimination […]

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Retirement Savings

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, 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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PLANADVISER
2019 Top Retirement Plan Advisers

Business First
2019 Fast 50

Financial Times
2019 Top Retirement Plan Advisers