At Evergreen Advisor Group, our purpose is to partner with business owners to create customized retirement plan solutions that add value to their employee benefits package.

What We Do

Retirement Plans

As the costs of employee benefits continue to rise, many employers feel they are compromising to save or are forced to spend more to get everything.

That’s where Evergreen comes in.

Cut Costs

Competition and consolidation in the retirement plan industry have significantly reduced plan costs in recent years. Our role is to help you evaluate service providers to find the optimal balance between service, cost and technology. Our process has helped many clients save money, which they gladly put to work in other areas.

Strengthen Plan Governance

The legislative landscape is changing rapidly. As retirement plan specialists, we gather information and best practices from third-party experts to help you stay in front of your fiduciary obligations, keep in compliance and design your plan to meet your unique objectives.

Drop or Avoid an Audit

Joining a Pooled Employer Plan (PEP) allows you to ditch your individual audit, dramatically reducing the cost and time spent dealing with auditors.

If you don’t think a PEP is right for you, we can explore other strategies we’ve employed to defer triggering an audit.

Reduce Fiduciary Liability

We serve as a fiduciary for all of our clients. Depending on your objectives, we can serve as a 3(21) fiduciary, making fund recommendations while still giving you the final decision on fund changes, or a 3(38) fiduciary where we make fund changes proactively without your involvement.

Improve Employee Outcomes

At Evergreen, our role extends beyond committee meetings. Through a combination of group and one-on-one meetings, we encourage employees to meet with us directly to evaluate where they’re at on their road to retirement and build a plan to achieve their goals.

Spend Less Time Managing Your Plan

Oftentimes the administrative burden of running a retirement plan is created by working with subpar partners. As impartial consultants, we’ll help you evaluate recordkeepers, third-party administrators and payroll providers to remove pain points and drive efficiency through automation where available.

Cut Costs

Competition and consolidation in the retirement plan industry have significantly reduced plan costs in recent years. Our role is to help you evaluate service providers to find the optimal balance between service, cost and technology. Our process has helped many clients save money, which they gladly put to work in other areas.

Strengthen Plan Governance

The legislative landscape is changing rapidly. As retirement plan specialists, we gather information and best practices from third-party experts to help you stay in front of your fiduciary obligations, keep in compliance and design your plan to meet your unique objectives.

Drop or Avoid an Audit

Joining a Pooled Employer Plan (PEP) allows you to ditch your individual audit, dramatically reducing the cost and time spent dealing with auditors.

If you don’t think a PEP is right for you, we can explore other strategies we’ve employed to defer triggering an audit.

Reduce Fiduciary Liability

We serve as a fiduciary for all of our clients. Depending on your objectives, we can serve as a 3(21) fiduciary, making fund recommendations while still giving you the final decision on fund changes, or a 3(38) fiduciary where we make fund changes proactively without your involvement.

Improve Employee Outcomes

At Evergreen, our role extends beyond committee meetings. Through a combination of group and one-on-one meetings, we encourage employees to meet with us directly to evaluate where they’re at on their road to retirement and build a plan to achieve their goals.

Spend Less Time Managing Your Plan

Oftentimes the administrative burden of running a retirement plan is created by working with subpar partners. As impartial consultants, we’ll help you evaluate recordkeepers, third-party administrators and payroll providers to remove pain points and drive efficiency through automation where available.

Cut Costs

Competition and consolidation in the retirement plan industry have significantly reduced plan costs in recent years. Our role is to help you evaluate service providers to find the optimal balance between service, cost and technology. Our process has helped many clients save money, which they gladly put to work in other areas.

Strengthen Plan Governance

The legislative landscape is changing rapidly. As retirement plan specialists, we gather information and best practices from third-party experts to help you stay in front of your fiduciary obligations, keep in compliance and design your plan to meet your unique objectives.

Drop or Avoid an Audit

Joining a Pooled Employer Plan (PEP) allows you to ditch your individual audit, dramatically reducing the cost and time spent dealing with auditors.

If you don’t think a PEP is right for you, we can explore other strategies we’ve employed to defer triggering an audit.

Reduce Fiduciary Liability

We serve as a fiduciary for all of our clients. Depending on your objectives, we can serve as a 3(21) fiduciary, making fund recommendations while still giving you the final decision on fund changes, or a 3(38) fiduciary where we make fund changes proactively without your involvement.

Improve Employee Outcomes

At Evergreen, our role extends beyond committee meetings. Through a combination of group and one-on-one meetings, we encourage employees to meet with us directly to evaluate where they’re at on their road to retirement and build a plan to achieve their goals.

Spend Less Time Managing Your Plan

Oftentimes the administrative burden of running a retirement plan is created by working with subpar partners. As impartial consultants, we’ll help you evaluate recordkeepers, third-party administrators and payroll providers to remove pain points and drive efficiency through automation where available.

Personal Wealth

 Our Approach

Much like the work we do on the retirement plan side, we are strong believers in the power of a financial plan. In today’s world, we’re often faced with conflicting priorities, which is why having a well articulated plan is incredibly impactful. Our financial planning process involves getting to know our clients so we can better understand what’s important to them and help them plan for the future.

The financial plan then acts as their north star, guiding you through the benefits and tradeoffs of decisions when faced with limited resources and competing priorities. In a world of tough decisions, let us help you identify ways to reach your goals while you’re building your wealth, protecting what you’ve built, and transitioning into retirement.

How We Help

Investment Monitoring & Fiduciary Oversight

We help clients build out an investment policy statement, which allows us to monitor and evaluate investment options in either a 3(21) or 3(38) fiduciary capacity.

Cost Benchmarking & Independent Vendor Analysis

As independent advisors with no proprietary products to sell, we have the flexibility to pair you with providers that align with your goals and budget. We regularly monitor the marketplace to ensure providers continue to meet your needs at a competitive cost.

 

Participant Education

Evergreen knows that many plan participants want financial guidance.  We offer both group and one-on-one meetings to help employees get the most out of their retirement plan.

Plan Governance & Best Practices

We hold regular committee meetings where we evaluate plan and investment performance, discuss industry trends and determine if any changes need to be made. We help you fulfill your fiduciary obligations by taking detailed meeting notes and maintaining a fiduciary file for all clients.

Compliance & Regulatory Guidance

At Evergreen, we keep an eye on regulatory changes and incorporate insights from industry experts to help our clients adapt, stay compliant, and enhance their plans as needed.

Our Team