Fisher\SMB
Newsletter

April 2026

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Featured Articles

Employee and administrative services driving business 401(k) success. Empower retirement planning with connected digital solutions that explore new alternative 401(k) investment options.

Retirement Plan Executive Order: What New Investment Options Could Mean

A new executive order could allow 401(k) and 403(b) plans to include private investments and cryptocurrency. These options may offer higher returns and diversification but come with greater risk, complexity, and uncertainty as regulators develop rules.

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Illustration of a midlife professional standing at a crossroads with arrows pointing in multiple directions, representing retirement planning decisions in your 40s and 50s about saving more, tax strategy, and investment balance.

Mid‑Career Money Moves: Get the Balance Right Before Retirement

Your 40s and 50s are a pivotal time for retirement planning. Learn how higher contribution limits, Roth vs. traditional strategies, tax planning, portfolio balance, and disciplined investing can help you boost savings, manage risk, and retire comfortably.

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Helpful Resources

Illustration of a person working at a desk on a computer, with interconnected icons representing finance,, data, and retirement processes, symbolizing a participant learning from one of Fisher\SMB's money minute videos.

Money Minute Video

Retirement planning is more than just saving, it’s about making informed choices that shape your financial future. This Money Minute Video shares practical tips to help you stay confident and on track toward lasting financial wellness.

Watch the Video

Illustration of a business owner analyzing market trends, economic policies, and updates to retirement laws that can be found in the Fisher\SMB quarterly market update report.

Market Update Report

Markets never stand still. Economic shifts, policy changes, and global events all play a role. This quarterly report delivers a snapshot of recent trends, the forces driving performance, and what they could mean for your retirement strategy.

Download Market Update

Illustration of a presentation board showing an upward-trending line graph, with a hand holding a magnifying glass over the graph, symbolizing Fisher\SMB's market update video.

Market Update Video

From economic headlines to global developments, markets are moving fast. In this video, we break down the latest activity, highlight what’s shaping investor confidence, and share our perspective on what may come next.

Watch the Video

Retirement plan advisor assisting clients over the phone in a modern office, offering expert 401(k) financial planning and personalized retirement solutions.

Here to Help

Have questions about your retirement account or are interested in enrolling? A Fisher\SMB retirement specialist is ready to help! 

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