Micaias Rodriguez
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Micaias. He is committed to making retirement plans easy to
implement and manage for business owners. With over 15 years of
professional experience in finance, Micaias brings a wealth of knowledge
with relationship management, plan administration, compliance, plan design consulting, ERISA law, and employee education.
His desire to help people achieve their goals makes him a strong asset to
your business as he is always willing to go the extra mile to meet retirement planning needs for you and your employees. As a Retirement Counselor at Fisher\SMBTM, Micaias is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Passion for helping participants achieve their retirement goals through their retirement plan.
- Desire to provide high-quality guidance to clients as they navigate
regulatory complexity. - Interested in being part of Fisher\SMB’s mission to help average Americans reach a dignified retirement.
- A genuine care for companies and employees, helping set them solve
retirement problems and issues.
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.