Armando Neri
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Armando. He is committed to making retirement plans easy to
implement and manage for business owners. He has held a variety of roles
within the Fisher\SMBTM Retirement Services Support team.
Armando 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, Armando is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interest in leveraging his past experience to provide service to both plan sponsors and participants, helping everyone involved with the plan access it as a benefit for a brighter future.
- Desire to provide education and trusted guidance on employee benefits to small business owners.
- Passion for working with both plan sponsors and participants to help
them navigate the complexities of retirement planning. - Motivation to help others stay on track for retirement.
- Interest in helping the under-served market of Spanish-speaking
participants. - Values of integrity and compassion.
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.