Everhart Advisors

Every dollar matters.

Financial consultant in Dublin, OH (show on map)

5.0

★★★★★

1 reviews

Financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families.

Call (614) 717-9705

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About

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families. Our firm is founded on a commitment to integrity, passion, and a focus on delivering the best possible outcomes for our clients, with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.

We provide comprehensive 401(k) plan consulting services including fiduciary protection, investment selection and monitoring, fee benchmarking and vendor selection, plan design consulting, and employee education and advice. Our wealth management services encompass financial planning, investment management, retirement planning, tax planning, legacy planning, multigenerational consulting, and business ownership consulting. We are CEFEX-certified, ERISA fiduciaries, and serve over 500 retirement plans with a mission to help clients meet their financial goals through personalized advice and experienced fiduciary support.

CEFEX-certified

ERISA fiduciary

Proprietary Scorecard System™

PLANavigator™ system for plan design

Comprehensive education and advice services

Services

401(k) Plan Consulting

Dedicated retirement plan guidance to reduce costs, increase participation, minimize fiduciary liability, and build flexible retirement plans.

CEFEX-certified ERISA fiduciary Objective advice, prudent processes, proprietary technology Comprehensive retirement plan solutions

Employee Education and Advice

Tailored guidance to help employees establish and achieve retirement goals through group and one-on-one sessions.

Group education sessions One-on-one advice Retirement needs analysis Financial wellness program Pre-retiree financial planning Executive financial and estate planning After-hours education workshops Dedicated 1-800 help line Monthly employee memo

Fee Benchmarking and Vendor Selection

Ensure clients know their total plan cost and maximize negotiating leverage with vendors.

Total cost analysis Recordkeeping cost and structure review Service differentiators assessment Investment flexibility evaluation Search and transition support Negotiation of lower fees and enhanced services

Fiduciary Protection

Provide robust fiduciary protection and compliance services to safeguard plan sponsors.

Fiduciary Fitness Program Plan governance documents preparation ERISA fiduciary calendar and compliance checklist Fiduciary Diagnostic™ and Plan Review™ Training and education for fiduciaries Quarterly legal and compliance updates Online Fiduciary Briefcase™

Investment Selection and Monitoring

Select and monitor investment options based on a prudent process and proprietary Scorecard System™.

Scorecard System™ for fund evaluation Investment Policy Statement development Target date fund and QDIA suitability review Investment search and selection Investment monitoring and due diligence Quarterly performance reporting and review

Plan Design Consulting

Implement high-impact plan design strategies to drive employee participation and engagement.

Automatic enrollment and escalation Employer match optimization Eligibility provisions Re-enrollment to QDIA Proprietary PLANavigator™ system

Credentials & Certifications

CEFEX Certification

ERISA Fiduciary Designation

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the CMAA National Club 401(k) Retirement Plan? +

A cost-effective, tailored retirement solution for CMAA member clubs that reduces fiduciary responsibilities and administrative burdens, with ERISA 3(38) Investment Manager and 3(16) Administrator relationships.

How does automatic enrollment boost retirement participation? +

Automatic enrollment reduces inertia and encourages employees to save for retirement by default, increasing overall participation rates.

What is the Scorecard System™ used for? +

The Scorecard System™ evaluates investment funds against peers and net investment costs to identify suitable options for retirement plans.

What are the benefits of the Fiduciary Fitness Program? +

The Fiduciary Fitness Program ensures understanding, compliance, and documentation of fiduciary-related activities and regulations, providing peace of mind for plan sponsors.

How does Everhart Advisors ensure cost savings for plan sponsors? +

Everhart Advisors conducts total cost analysis, fee benchmarking, and vendor selection to identify opportunities for cost reduction and improved service quality.

What is the role of the National Club 401(k) Plan Committee? +

The committee serves as a monitoring fiduciary body, reviewing and maintaining investment options and compliance functions for the CMAA National Club 401(k) Retirement Plan.