Everhart Advisors

Everhart Advisors We're a fee based advisory firm that specializes in retirement plan consulting & employee education. Contact us today to request more information!

Everhart Advisors is a fee-based, registered investment advisor that specializes in 401k/retirement plan consulting and employee education for companies of all sizes. In addition, the firm provides wealth management, tax planning and preparation, and retirement planning services to business owners, retirees, individuals, and families. We have been advising wealth management clients and retirement

plans for nearly 30 years and are one of the largest independently owned investment advisory firms in Ohio with locations in Dublin, Ohio, Dayton, Ohio and Fort Myers, Florida.

We're pleased to share that four of our advisers have been named to the 2026 PLANADVISER Top Retirement Plan Advisers li...
04/22/2026

We're pleased to share that four of our advisers have been named to the 2026 PLANADVISER Top Retirement Plan Advisers list, among just 12 recognized from Ohio out of 316 advisers nationwide.

Congratulations to:
• Scott Everhart (Columbus)
• Brian Hanna (Columbus)
• Lisa Block (Dayton)
• Dennis Pearlman (Fort Myers)

If your organization is looking for a retirement plan partner who will take the time to truly understand your needs, and help build a relationship that lasts, we'd welcome the conversation.



No payment was made to participate in this award. For more information regarding this award, visit: https://hubs.li/Q04d55vk0

When did you last review your retirement plan?Automatic features like enrollment, auto-escalation, and target date funds...
04/07/2026

When did you last review your retirement plan?

Automatic features like enrollment, auto-escalation, and target date funds can help simplify saving — but they aren’t a substitute for a personalized strategy.

Life changes. Your plan may need to as well.

It may be worth revisiting your strategy when:
• Your income changes
• You experience a major life event
• New contribution opportunities become available
Even if your plan runs on autopilot, periodic reviews may help keep your strategy aligned with your goals.

→ Read the full article for ideas on reviewing your retirement plan.
https://hubs.ly/Q048v_CK0

What happens to a 401(k) when an employee leaves a job?According to a 2024 Government Accountability Office report, over...
04/02/2026

What happens to a 401(k) when an employee leaves a job?

According to a 2024 Government Accountability Office report, over half of participants don't know all of their options — suggesting a potential gap in how distribution choices are being communicated.

The IRS recently issued Notice 2026-13, providing updated safe harbor language designed to help plan sponsors address exactly that.

→ Read the full article to see what the new guidance means for your plan.

https://hubs.ly/Q048wqYR0

50% of workers are stressed about emergency savings.The data highlights the challenge: • 32% have no emergency savings...
03/31/2026

50% of workers are stressed about emergency savings.

The data highlights the challenge:
• 32% have no emergency savings
• 29% couldn’t cover a $400 expense
• 52% wish they started sooner

Financial stress may also affect the workplace, with 75% of employees saying it impacts their motivation.

Some plan sponsors are exploring options under SECURE 2.0, including emergency savings features and PLESAs.

→ Read the full article to learn more about employer-supported emergency savings options:
https://hubs.ly/Q048wr800

Address

535 Metro Place S, Suite 100
Dublin, OH
43017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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