Everhart Advisors Announces Forthcoming Publication of The 401(k) Owner’s Manual

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The editorial board at publisher iUniverse has awarded the ‘Editor’s Choice’ designation to the book of 401(k) best practices for plan sponsors.

Dublin, OH (February 7, 2017)—Everhart Advisors, a Dublin, Ohio, retirement plan advisory firm recognized as one of the top 100 plan specialists in the United States, will publish The 401(k) Owner’s Manual – Preparing Participants and Protecting Fiduciaries. The firm has selected iUniverse to edit and publish the book which is co-authored by Scott Everhart, Brian Hanna and Rob Shwab. It is scheduled for release this March, 2017. The book is an essential guide for plan sponsors who want to design and maintain an elite 401(k) or 403(b) program that gives employees the best chance to achieve a secure and comfortable retirement, while maximizing fiduciary protection.

According to Scott Everhart, President of Everhart Advisors, “we wanted to share best practices from our perspective as independent consultants and set out for the public our view of what plan sponsors should expect from their plan advisor and other providers. We think this is the only recent 401(k) book to delve into the web of interlocking provider interests and reveal the potential conflicts that can undermine prudent fiduciary decisions.”

The 401(k) Owner’s Manual explains how to avoid the plan weaknesses that lead to employee complaints and DOL investigations. As industry experts with over sixty years of combined experience, the authors are uniquely qualified to reveal and analyze the secrets of plan pricing, effective employee education and monitoring of plan investments.

Industry professionals and service providers should consult this book to learn how to assist fiduciaries through vendor and investment selection. If you are responsible for selecting a new provider for your plan, The 401(k) Owner’s Manual will explain how to manage a seamless plan conversion and vendor change to reduce fiduciary risk and immediately improve participant outcomes.


Established in 1995, Everhart Advisors provides investment consulting services to retirement plan sponsors, corporate executives and other individuals. The firm’s expertise, team approach, and independence allows it to deliver high-quality services with honesty, integrity, and world-class competence. Everhart’s team of Certified Financial Planner™ Professionals and Accredited Investment Fiduciaries® develop customized plans and solutions to help corporations build and maintain successful retirement plans, and assist individuals with personal financial planning and wealth management.

Sarah Renard
Everhart Advisors