Itati Tapia
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Itati. She is committed to making retirement plans easy to implement
and manage for business owners. She has previously served in many
different roles at Fisher\SMB™, including participant engagement, plan support, and service management.
Itati possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet participant needs and owner expectations. As a Retirement Counselor at Fisher\SMB, Itati is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Passion for working with businesses and their employees, helping
thousands of people get started on the path to a more comfortable
retirement. - Desire to leverage her expertise and experience to provide high-quality
retirement plan support, helping everyone in the plan access it as a benefit for a brighter future. - Interest in being a part of Fisher\SMB’s great reputation for delivering meaningful education and service, including to the under-served Spanish community.
- Opportunity to help business owners understand their plan and optimize it for their needs.
Your dedicated Retirement Counselor serves as your point of contact for an extensive service offering designed to get plan participants on track for retirement.
They will advocate on your behalf, coordinate with your other service providers and be available to you.
During the plan onboarding process your Retirement Counselor will:
- Lead service provider transitions.
- Help you establish your plan goals, rules and features.
- Help establish an Investment Policy Statement.
- Provide a customizable employee introduction to the plan.
- Hold one-on-one enrollment and retirement guidance meetings with all employees.