We serve your employees like their future depends on it.

Investing is difficult and requires expertise. That’s why we offer employees one-on-one investment guidance and proactive outreach.

Fisher\SMB™ provides services that other advisors can’t or won’t provide.

Investment Solutions

Offer your employees a wide variety of high-quality investment options at lower fees than the industry average.

Employee Services

We partner with you to offer a range of services that help employees understand their retirement benefits and maximize their outcomes.

Administrator Support

Do it yourself or let us do it for you – we can help you streamline plan administration to save you time and reduce risk.

Fiduciary Services

Reduce the risks to you and your company. Work with an experienced advisor who puts your interests first.

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Upgrade Your Plan

Hiring the right plan advisor can have a huge impact on retirement savings for you and your employees. From acting as a dedicated point-of-contact to solving problems before they exist, we provide services that other advisors can’t or won’t provide.

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The Fisher\SMB Advantage

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Plan & Investment Guidance

Fisher\SMB provides flexible investment solutions, superior fund lineup management, and ongoing investment guidance to maximize wealth creation.

Simplified Administration

We streamline retirement plan administration and payroll processes and provide a dedicated point-of-contact for all plan servicing, troubleshooting, and vendor management.

Unparalleled Service

We offer services that other providers can’t or won’t provide. With Fisher\SMB you’ll receive tailored participant education programs along with one-on-one meetings to increase employee participation and improve retirement readiness.

Legal Protection

As an ERISA 3(38) Investment Manager, Fisher\SMB takes full legal responsibility for selecting, monitoring, and updating the funds in your plan. This protects you and other plan sponsors from investment-related legal risk.

Investment Solutions

As one of America’s top advisers, Fisher\SMB offers a wide variety of investment solutions to meet the needs of you and your employees. We will work with you to optimize your retirement program and provide flexible investment solutions, superior fund management, and ongoing investment guidance to maximize wealth creation.

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Employee Services

Fisher\SMB redefines what it means to be a partner in retirement by offering a wide range of employee services that other providers can’t or won’t provide. Services like proactive plan enrollment, one-on-one guidance, flexible investment solutions, and multilingual servicing.

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Administrator Support

Administering your company’s retirement plan can be complex and confusing. Between plan compliance, managing payroll contributions, and handling plan-related employee questions, there’s a lot on your plate. With Fisher\SMB, you’ll receive a dedicated retirement counselor to help you every step of the way.

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Fiduciary Services

Fisher\SMB is certified in “Fiduciary Excellence” by the Center for Fiduciary Excellence. As a 3(38) Investment Manager, Fisher\SMB takes on the full responsibility of managing the investment lineup and has discretion to make necessary changes. Fisher\SMB works for you — not for kickbacks — and puts our focus on growing your wealth.

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Contact Us

One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.

Call Us

(888) 674-4504

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