Andrew Crim
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Andrew. He is committed to making retirement plans easy to implement and manage for business owners. Andrew has worked with a variety of clients ranging from high-net-worth individuals to small businesses. He has also taught personal finance classes for local non-profit organizations and is an accomplished Eagle Scout. He is passionate about helping people improve their personal finances and take control of their retirement planning.
His positive outlook, financial experience, and learner mindset make him a strong asset to your business. His driving goal is to help clients and their participants achieve better retirement outcomes. As a Retirement Counselor at Fisher\SMBTM, Andrew is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interested in being part of Fisher\SMB’s world-class service team that makes each participant feel valued and heard.
- A desire to give clients the ultimate experience and help businesses
and their employees create meaningful retirement plans. - Excited to spread his love of personal finance to plan participants,
hoping to make a difference not only in their life, but across their entire
family tree.
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.