Small Business Retirement Plan Services 

The Future of Retirement Plans. 


Evidence Advisors Investment Management has partnered with Vestwell, a digital retirement plan platform that makes it easier
for you to offer and administer a company-sponsored 401(k). *

Utilizing Vestwell’s technology, Evidence Advisors provides an innovative retirement plan including flat-fee pricing, robust participant education, and the highest level of investment management and plan administration available. 

Plan Consulting & Investment Management 

Plan Consulting, Participant Education, and Investment Management Services

Evidence Advisors, LLC is a Registered Investment Advisor firm providing fiduciary investment management to workplace retirement plans. 

Plan Consulting

Assist the plan sponsor with plan design, management decisions, benchmarking, and program strategies. 


3(38) Fiduciary

Provide ongoing investment management and monitoringĀ services. Development of Investment Policy Statement.Ā 

Sample Report

Employee Education

Participant investment education and financial planning tools provided by a CERTIFIED FINANCIAL PLANNER

Model Portfolios

Risk-based model portfolios in addition to Target-date investment options.Ā 


Financial Wellness

Let's Make a Plan @ Wor(k)

Financial Planning Tools and Investment Education for Workplace Retirement Plans                                            Registration Page


Let's Make a Plan @ Wor(k) newsletter filled with timely financial planning and retirement plan information.

Online Courses

Free educational mini-courses on 401(k) investing and retirement planning.

Live Training

Monthly training on specific topics related to retirement planning with live Q & A. 

Planning Software

Workplace version of online financial planning software. (Exclusively for employees of Evidence Advisors Workplace clients.)

All courses are taught by Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER™ practitioner Wyatt A. Moerdyk.


Let's Make a Plan @ Wor(k) is a financial wellness service of Evidence Advisors Investment Management. All communications are general and educational. Let's Make a Plan @ Wor(k) is not an individualized financial planning engagement and does not provide individual financial or investment advice. 

Recordkeeping and Administration

All The Tools You Need To Make Offering a Retirement Plan Easier

Vestwell is the engine that powers the recordkeeping side of Evidence Advisors workplace retirement plans. 


API - driven recordkeeping platform with an intuitive, modern portal that is easy to navigate and understand. 


TPA & 3(16)

Plan enrollment, eligibility, and payroll processing services. 3(16) fiduciary oversight including 5500s, year end testing, annual notice delivery, and more.

Payroll Integration

Integrations with dozens of leading payroll providers. Information is automatically transmitted to save you time, mitigate errors, and provide a more seamless experience.

Flexible Design

Flexible investments and plan design so you can build the right retirement plan offering for today and make future changes that may be needed as you grow.

Employer Test Drive
Participant Test Drive