David Bui
Retirement Plan Consultant
Introducing David Bui –
Retirement Plan Consulting
David Bui is a retirement plan consultant with a diverse background. For the last 10 years, he’s been on the Fisher\SMBTM team, helping mid-sized
businesses and employees navigate the complexities of retirement
planning.
David’s expertise spans:
- Retirement plan analysis and design.
- Employee engagement and financial literacy.
- Collaborating with business leaders and connecting with employees.
David began his career in law enforcement. He’s also worked in IT and personal wealth management. At every stop, David has combined
attention to detail with a commitment to make sure the job is done right.
At Fisher\SMB, David upgrades retirement plans that are on autopilot,
working closely with business leaders to help them see strategic
opportunities to lower taxes and improve outcomes for the company and its employees. His holistic approach to retirement planning is helping people imagine a more prosperous future, one deferral at a time.
As a child of first-generation immigrant parents, I understand the importance of financial literacy and the transformative power it holds in shaping lives.
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.