Liz Butler
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Liz. She is committed to making retirement plans easy to implement
and manage for business owners. She started her career in finance in 1989
and has held a number of roles in wealth management, including facilitating educational programs for individual investors and helping develop a retirement income program.
Liz 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™, Liz is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Desire to leverage her expertise to provide full service to both plan
sponsors and participants, helping everyone involved with the plan access it as a benefit for a brighter future. - Desire to work directly with both plan sponsors and participants.
- Interest in Fisher\SMB’s emphasis on delivering meaningful education and service.
- Passion to serve as an advocate and helpful resource.
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.