PLANADVISER - March/April 2018 - 32
PLANSPONSOR
RETIREMENT
PLAN ADVISER
MEGA TEAM
OF THE YEAR
Everhart Advisors
I
n 1995, adviser Scott Everhart had a
vision to start a firm that focused on
the emerging field of comprehensive
financial planning. From the beginning,
he was drawn to helping optimize
retirement plans by being independent
and free of conflict. He wanted fee
transparency and cost control, open
architecture investment flexibility, and
prudent and documented processes. A
decade after starting Everhart Financial
Group, he decided to change the
focus of the firm to 401(k) consulting
and advising. With it came the name
change to Everhart Advisors.
Ten years later, Everhart Advisors is
the largest retirement plan adviser in
Central Ohio, with 280 retirement plan
clients serving 32,000 participants.
Approximately 80% of Everhart's $1.7
billion in assets under advisement
(AUA)
is related to 401(k) consulting
From left: Stephen Reinsel, Scott Everhart and Brian Hanna.
and advisory services. Each day, the
team of 25, which has its offices in the
city of Dublin, strives to live out the
firm's tag line: " Preparing Participants.
Protecting Fiduciaries. " The founder's
vision has continued, with an
emphasis today on fee transparency
and cost control. If you ask the firm,
its two best pathways to preparing
participants and protecting fiduciaries
are fee leveling and re-enrollment to a
qualified default investment alternative
(QDIA).
LOCATION: Dublin, Ohio
PLAN ASSETS UNDER ADVISEMENT: $2 billion total
($1.5 billion sourced in 401(k)/employersponsored
retirement plans)
MEDIAN PLAN SIZE, IN ASSETS: $2.5 million
TOTAL PLANS UNDER ADMINISTRATION: 280
TOTAL PARTICIPANTS IN PLANS SERVED: 32,000
NUMBER OF ADVISERS: 9
SUPPORT STAFF: 14
ADVISER TEAM MEMBERS: Lisa Block, Frank
Ciotola, Scott Everhart, Brian Hanna,
Jonathan Hlavac, Steve Murlin,
Stephen Reinsel, Matt Romeo,
Ian Schmidt
As of December 31, 2017
32 | planadviser.com march-april 2018
Photography by Matt Kalinowski
http://www.planadviser.com
PLANADVISER - March/April 2018
Table of Contents for the Digital Edition of PLANADVISER - March/April 2018
2018 PLANSPONSOR Retirement Plan Adviser of the Year
Battling the Elements
Taking on Discretion
A QDIA In Transition
Working Down-Market
Retirement Income Options
2018 SEC Examination Priorities
Enforcement of the DOL Rule
Duty to Investigate
PLANADVISER - March/April 2018 - C1
PLANADVISER - March/April 2018 - FC1
PLANADVISER - March/April 2018 - FC2
PLANADVISER - March/April 2018 - C2
PLANADVISER - March/April 2018 - 1
PLANADVISER - March/April 2018 - 2
PLANADVISER - March/April 2018 - 3
PLANADVISER - March/April 2018 - 4
PLANADVISER - March/April 2018 - 5
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PLANADVISER - March/April 2018 - 21
PLANADVISER - March/April 2018 - 22
PLANADVISER - March/April 2018 - 23
PLANADVISER - March/April 2018 - 2018 PLANSPONSOR Retirement Plan Adviser of the Year
PLANADVISER - March/April 2018 - 25
PLANADVISER - March/April 2018 - 26
PLANADVISER - March/April 2018 - 27
PLANADVISER - March/April 2018 - 28
PLANADVISER - March/April 2018 - 29
PLANADVISER - March/April 2018 - 30
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PLANADVISER - March/April 2018 - 35
PLANADVISER - March/April 2018 - 36
PLANADVISER - March/April 2018 - 37
PLANADVISER - March/April 2018 - 38
PLANADVISER - March/April 2018 - 39
PLANADVISER - March/April 2018 - Battling the Elements
PLANADVISER - March/April 2018 - 41
PLANADVISER - March/April 2018 - 42
PLANADVISER - March/April 2018 - 43
PLANADVISER - March/April 2018 - Taking on Discretion
PLANADVISER - March/April 2018 - 45
PLANADVISER - March/April 2018 - 46
PLANADVISER - March/April 2018 - 47
PLANADVISER - March/April 2018 - A QDIA In Transition
PLANADVISER - March/April 2018 - 49
PLANADVISER - March/April 2018 - Working Down-Market
PLANADVISER - March/April 2018 - 51
PLANADVISER - March/April 2018 - Retirement Income Options
PLANADVISER - March/April 2018 - 53
PLANADVISER - March/April 2018 - 2018 SEC Examination Priorities
PLANADVISER - March/April 2018 - Enforcement of the DOL Rule
PLANADVISER - March/April 2018 - Duty to Investigate
PLANADVISER - March/April 2018 - C3
PLANADVISER - March/April 2018 - C4
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