401(k) Plans

When was the last time you sat down with your 401(k) plan advisor? Have they told you about all changes in 401(k) regulations occurring in the past couple years? What about the new tools and technologies, which better educate participants, reduce investments costs, and streamline plan administration? We are a local Chattanooga company, intent on showing businesses what its like to work with an accountable, available, and affordable investment firm.  

Our Process

  • We learn about your current plan.
  • We spend time analyzing your plan and find areas of improvement.
  • We show you our findings and demonstrate how to implement improvements. 

Benefits of Working With Us

  • Our plans provide an open architecture design using the latest technology which gives you flexibility in investment choices and easy to use tools to manage them.
  • Unlike many plan providers, Evergreen Advisors is willing to take on fiduciary responsibility for your plan, so you can rest assured that we are putting the participants first in every decision we make.
  • We are a local Chattanooga business, so you know we are here, we are accountable, and we are available.
  • We provide an easy to use and understand asset allocation investment choices such target date funds.
  • We offer a best in class investment menu with multiple fund families represented.
  • Since we are responsible for your plan as fiduciaries, you can expect  diligence when it comes to compliance with ERISA.

How to Setup an Appointment

If you feel your plan could be improved or would just like to show ERISA you are doing whats best for your plan's participants, please submit an appointment request below.