401(k) Plan Consulting | Everest Wealth Advisors

Who We Work With

Improve oversight of plan costs, vendors, and fiduciary exposure.

Strengthen employee engagement and retirement readiness.

Operate with structured fiduciary governance and documentation.

Align the retirement plan with business goals and leadership strategy.

Fiduciary Governance
- Committee governance calendar
- ERISA 3(21) advisory support
- Fiduciary documentation and meeting support
- Compliance and regulatory updates
Investment Selection & Monitoring
- Investment Policy Statement guidance
- Quarterly monitoring and reporting
- Watch list and replacement analysis
- Share class and expense review
Fee Benchmarking & Vendor Oversight
- Recordkeeper benchmarking
- Advisor and vendor cost analysis
- Service agreement review
- RFP and vendor selection support
Plan Design Consulting
- Profit sharing and safe harbor design
- Participation and deferral strategies
- New comparability analysis
- Plan redesign recommendations
Employee Education & Engagement
- Enrollment and re-enrollment campaigns
- Targeted employee education
- On-site and virtual meetings
- Participant guidance access

Review governance, fees, investments, and outcomes.

Compare vendors and investments to institutional standards.

Support committee oversight and documentation.

Enhance plan design and employee engagement.

We help employers strengthen governance, improve vendor oversight, and enhance retirement outcomes.