Alejandro Garcia
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Alejandro. He is committed to making retirement plans easy to
implement and manage for business owners. From plan administration
support to participant engagement and investment education, Alejandro
brings a wealth of knowledge to the team. His commitment to honesty,
transparency, and dependability make him a strong asset to your business.
His ultimate goal is to help everyday Americans see the value of long-term
investing while helping businesses navigate the complex retirement
landscape. As a Retirement Counselor at Fisher\SMBTM, Alejandro is part
of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Desire to offer reliable, high-value 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 to all.
- Opportunity to communicate with participants and sponsor in a
meaningful way.
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.