Everhart is the premier retirement plan advisor, having been rewarded with a 99% client retention rate. We provide a comprehensive suite of services to enhance qualified retirement plans, including fiduciary compliance, investment due diligence, participant education and advice, plan design, cost control, and fee transparency. A team of highly qualified and knowledgeable experts oversees each client relationship. Our employees are specialists in their respective disciplines and our unique approach has allowed us to consistently help plan sponsors reduce and control cost, increase participation, minimize fiduciary liability and build retirement plans with investment flexibility. As a trusted co-fiduciary, we define success as participants achieving retirement preparedness, while limiting the liability exposure to the plan sponsor.

Retirement plan advisory is our core business—it is what we do and we can help.