Colin Smith
Retirement Plan Consultant
Introducing Colin Smith
Retirement Plan Consulting
Colin Smith provides support and guidance to businesses that want more from their retirement plan. His goal is to make complex topics easier to understand so that business owners can make smart choices for their company and employees.
Colin’s expertise spans:
- Counseling individual investors as they plan for retirement.
- Managing a team of client-first retirement advisors.
- Increasing employee engagement at small and mid-sized businesses.
Colin has been with Fisher\SMBTM for nearly 25 years in half a dozen roles. He’s worked with many types of investors and has lots of experience onboarding new participants and helping them make critical decisions about saving and investing. Colin takes a straightforward and patient approach to help clients understand their plan and develop strategies that move them closer to their goals.
I enjoy solving complex issues while implementing strategies to improve retirement outcomes, create tax efficiency, and support clients with tailored solutions.
Your dedicated Retirement Plan Consultant ensures your retirement plan is designed, governed, and maintained to support the needs of you and your employees.
They bring deep retirement planning experience, coordinate with all of your service partners, and stay hands-on throughout the onboarding process to ensure nothing falls through the cracks.
During your transition to Fisher\SMB your Retirement Plan Consultant will:
- Help lead and coordinate all service provider transitions at the plan level.
- Guide you in defining plan goals, operational rules, and administrative processes.
- Support the development and implementation of your Investment Policy Statement.
- Help you introduce and communicate the plan to employees.
- Deliver financial wellness sessions and facilitate employer-focused retirement strategy discussions.