Eleazar “El” Avalos
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Eleazar (El). He is committed to making retirement plans easy to implement and manage for business owners. With over 15 years of professional experience in financial management, El brings a wealth of retirement plan design and operation knowledge to the team. His excellent client service skills make him a strong asset to your business as he is always willing to go the extra mile to meet your retirement planning needs.
His ultimate goal is to give back to his community, especially when it is related to financial education and providing customized plan designs that work in your best interest. As a Retirement Counselor at Fisher\SMB™, El is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Passion for helping participants achieve their retirement goals through their retirement plan.
- Desire to provide high-quality guidance to clients as they navigate
regulatory complexity and requirements. - Interested in being part of Fisher\SMB’s state-of-the-art client service team to provide financial guidance.
- Opportunity to work for a new company with a lot of potential for growth now and in the future.
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.