Lucero Rodriguez Ponce
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Lucero. She is committed to making retirement plans easy
to implement and manage for business owners. She started her career in finance with Fidelity where she held various roles focused in both personal and workplace investing. In her role as a Manager Director, she provided support to plan sponsors through plan design, administration and compliance.
Lucero 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™, Lucero is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interest in leveraging her 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.
- Desire to provide valuable retirement planning education and guidance to participants.
- Passion for helping participants plan for a comfortable retirement.
- Motivation to help people get the most out of their retirement plans.
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.