Jason Packham
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Jason. He is committed to making retirement plans easy to implement and manage for business owners. He started his career in finance in 2002 and has provided retirement plan consulting services to both plan sponsors and participants as they plan for retirement.
Jason possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet participant needs and owner expectations. As a Retirement Counselor at Fisher\SMB™ Jason is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interest in leveraging his past experience to provide service to both plan sponsors and participants, helping everyone involved with the plan access it as a benefit for a brighter future.
- Passion for meeting one-on-one with plan sponsors and participants.
- Motivation to provide high-touch service that instills confidence in participants.
- Desire to help prepare people for a successful financial future.
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.