Concierge Service.
Picture a big-box store. One with rows of aisles, with shelves stacked to the ceiling with multiples of the same product. It’s easy to get lost in such places, to forget why you entered in the first place.
Now imagine a small boutique shop, one where the owner greets you by name when you walk through the door. A shop that carries just what you’re looking for, and you don’t have to work to find it.
EverKey embodies that boutique, personal experience.
Once you become a client, life gets easier. You don’t have to work to get what you need. Business is done on a first-name basis because you talk to the same person—Founder and President Ryan McPhetridge—when you call. EverKey will be your retirement plan concierge.
Service like this is usually offered only to the biggest retirement plans with the greatest assets. EverKey believes that its clients — plan sponsors with small to medium-size businesses — should receive exemplary service, too. While our background includes servicing large plans (over 500 employees, over $50MM in assets), we bring the same dynamic level of service and comprehensive solutions to businesses with fewer than 100 employees who have historically not been able to afford a concierge approach.
To achieve this level of service, EverKey uses our comprehensive and time-tested strategy — The Six EverKeys — where each key is designed to serve the client’s unique situation. As an EverKey client, you’ll be at the center of everything we do.
You deserve concierge service.
How We Deliver Concierge Service
Evaluate
- Listen to the client discuss their business and goals
- Review, evaluate and assess the plan’s design, practices, and investment options
Collaborate
- Discuss fiduciary risks and EverKey’s role to simplify your responsibilities
- Partner on determining the best strategies to meet your goals
Implement
- Proceed with agreed-upon fiduciary best practices
- Engage and educate employees about any plan and investment changes
Adapt
- Review plan goals, strategy and tactics with employer
- Ensure vendor fees and services are appropriate and meet your needs
With the right solutions in place, you’ll rest easy knowing that we’re working by your side while also looking over the horizon to help avoid issues that could take your eyes off your business.
EverKey:
The level of service you deserve.
