Jesse Henley
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Jesse. He is committed to making retirement plans easy to implement and manage for business owners. With over 15 years of professional
experience in the financial industry, Jesse brings a wealth of retirement plan management and operational knowledge to the team.
As a Retirement Counselor at Fisher\SMB™, Jesse is part of our unique service-first model. His personal touch and attention to detail help him ensure the retirement plan meets participants’ needs and owner
expectations.
Personal Motivations for Joining Fisher\SMB:
- Interest in leveraging his diverse experience to serve both plan sponsors and participants, helping everyone involved build a brighter future.
- Desire to help educate small business owners on the value of a retirement plan.
- Passion for supporting participants in achieving their retirement goals.
- Motivation to help companies improve their financial metrics and other business results.
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.