Greg Grooms
Retirement Plan Consultant
Introducing Greg Grooms –
Retirement Plan Consulting
Greg Grooms has dedicated most of his career to helping businesses and
employees get real value from their retirement plan. As a key member of
our relationship management team, Greg is helping new clients craft plans
that make a difference.
Greg’s expertise spans:
- Consulting with small to mid-sized business owners to optimize their retirement plan.
- Improving retirement plan outcomes for participants.
- Providing guidance to plan sponsors, helping them fulfill their Fiduciary duty.
Greg got his start at a small wealth management firm as a retirement plan
advisor, doing everything from leading enrollment meetings to developing
detailed financial plans.
He joined Fisher\SMBTM as a retirement counselor, helping businesses review investment performance and fees, improve plan participation, and address compliance issues. Today, he supervises a team of retirement plan consultants, offering guidance and leadership so that they’re equipped to look out for your business and your employees’ futures.
Retirement isn’t the end of the road; it’s the moment the road finally belongs to you.
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.