Connor Miller
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Connor. He is committed to making retirement plans easy to implement and manage for business owners. His background includes supporting plan participants through individual account consultations,
guiding new client onboarding, and fostering strong client relationships.
As a Retirement Counselor at Fisher\SMBTM, Connor is part of our unique service-first model. He possesses the industry knowledge and attention to detail required to assess retirement plan performance while effectively
meeting the needs of plan sponsors and participants.
Personal Motivations for Joining Fisher\SMB:
- Desire to provide the best care possible to under-served retirement plans in the SMB space.
- Helping plan participants discover, set, and retain their retirement goals so they can get and stay on track.
- Supporting plan sponsors by removing administrative burdens, so they can redirect their energy toward growing their business.
- Making a real, positive difference in the lives of everyday, hardworking people, helping them turn small, consistent actions into meaningful retirement outcomes.
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.