Retirement Plan Consulting

The EverOak team will work closely with your organization to provide a retirement plan that fits your workplace’s unique culture and needs.

Plan Design Guidance

The structure of your workplace retirement plan can have an immense effect on the future outcomes for participants and the organization.

Participant Education

Your employees should feel educated in the plan they’re participating in. We take an interactive approach to education so that your organization is informed and comfortable in their decisions.

Fiduciary Liability Management

Along with fiduciary responsibilities comes possible liability. Our advisors will ensure you have a process that limits your liability.

Back Office Assistance

Our process streamlines aspects of managing and administering the plan, so your back-office workload is substantially reduced.