Strengthen Your Retirement Plan & the Employee Experience

Everhart Advisors helps employers reduce fiduciary risk, evaluate plan fees, improve investment oversight, and give employees greater confidence in their retirement benefits.

Get a Second Opinion on Your Plan

Supporting more than 550 retirement plans and approximately $5 billion in retirement plan assets as of June 30,2026.

Does Your Retirement Plan Get the Attention it Deserves?

Fees and service arrangements haven’t been benchmarked lately.

You may be paying more than you need to, or not getting all the services you expect.

Committee meetings happen, but
follow-through is inconsistent.

Without a structured process and documentation, it’s harder to demonstrate due diligence.

Employees have access to the plan, but may not feel confident using it.

A lack of education can lead to lower participation and poorer retirement outcomes.

These issues don’t necessarily mean your plan is poorly managed. They may indicate an opportunity to bring more structure, documentation, and accountability to the process.

Where We Help Employers Bring More Structure

Fiduciary Protection

Create a more disciplined governance process with documented meetings, decisions, and responsibilities.

Investment Selection & Monitoring

Evaluate and monitor the plan’s investment lineup through a consistent, documented process.

Fee Benchmarking & Vendor Selection

Understand what the plan is paying, what services are being delivered, and whether the arrangement remains competitive.

Plan Design Consulting

Align eligibility, contributions, and plan features with business goals and workforce needs.

Employee Education

Help employees understand their plan and make more informed retirement decisions.

Employers We Support

Everhart Advisors works with employers across a range of industries and company sizes. While every retirement plan is different, many employers share the goal of creating a more organized approach to plan oversight and providing employees with a benefit they can better understand.

This list of representative clients was compiled by identifying the largest clients in terms of plan size in seven tiers of clients. The tiers are: plan assets under $6.5M; plan assets between $6.5 and $12M; plan assets between $12M and $15M; plan assets between $15M and $20M; plan assets between $20M and $25M; plan assets between $25M and $75M; and plan assets greater than $75M. It is not known whether the listed clients approve or disapprove of Everhart Advisors or the advisory services provided.

Bring More Clarity to Your Retirement Plan

Whether you are evaluating your current advisor, preparing for a committee review, or simply want greater confidence in how your plan is being managed, we would be glad to help.

Schedule an Introductory Call