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.
Get Started with Fisher\smb
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.
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.
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.
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.
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.
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
