Jim Davis
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Jim. He is committed to making retirement plans easy to implement
and manage for business owners. Jim’s background is in relationship
management within financial services. He started his career in finance in
2018, and has since developed a wealth of knowledge, which has allowed him to deliver a high level of service to clients. His positive attitude,
perseverance, and genuine approach make him a strong asset to
your business.
His driving goal is to make a difference in employees’ lives. As a Retirement
Counselor at Fisher\SMBTM, Jim is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interested in being part of Fisher\SMB’s state-of-the-art client service team to provide financial guidance to all.
- Fisher\SMB’s model and noble purpose resonated with Jim deeply and aligned perfectly with his values and interests.
- Jim witnessed firsthand how beneficial it is to have a plan and
be educated regarding retirement, and how stressful it is if you
aren’t prepared.
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.