Casey Chajkowski
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Casey. He is committed to making retirement plans easy to implement and manage for business owners. He started his career in finance in 2014 with T. Rowe Price, and joined the Fisher\SMBTM Service team in 2021. Casey possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet participant needs and owner expectations.
Casey has served in multiple roles during his time at Fisher\SMB. As a Retirement Counselor with Fisher\SMB, Casey is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Desire to be a retirement educator and dedicated point of contact to help maximize the capabilities of the plan.
- Passion for serving as a responsive resource, helping America’s small
business owners strengthen their retirement plans so participants are
confident in their retirement. - Recognizing Fisher\SMB as a growing, dynamic team of retirement
professionals dedicated to making truly successful, robust retirement plan programs accessible and available to America’s small-business owners and their employees
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.