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Evergreen Retirement Plan Consulting, LLC

Message from
Evergreen Retirement Plan Consulting, LLC

Comprehensive Retirement Plan Solutions: Evergreen Retirement Plan Consulting, LLC provides consulting services for retirement plan sponsors and their advisory team (including their CPA and investment advisor).

Our focus is on helping businesses achieve their retirement plan goals. We provide retirement plan design, an analysis of the financial condition of the plan, compliance information, administration and necessary government filings for every type of qualified retirement plan in the country.

Customize Your Plan For Your Business; We highly customize each plan for every business we encounter. We do not believe that one-size-fits-all. We do believe that most basic 401(k) plans in the country do not align well with what most small businesses could have in terms of a retirement plan. Simply put, many business owners do not know what is available, and assume that their plan may be the “best” for their goals.

We are here to educate plan sponsors and help install and maintain plans that will most clearly fit business owners’ individual and corporate goals.

Contact Information

Contact Kim Carolan for new business at
(425) 238-5617

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