Ty Boggs
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Ty. He is committed to making retirement plans easy to implement and manage for business owners. He has extensive experience educating and guiding organizations of all sizes with their retirement planning, providing high-quality support while building long-lasting relationships.
Coming from a family of small-business owners, Ty has a distinct
understanding of the challenges they face, and he has a keen desire to help
them build and grow a valuable retirement benefit for themselves and their employees. As a Retirement Counselor at Fisher\SMB™, he is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Working with Fisher\SMB teammates to be a retirement planning solution for small- and medium-sized business owners.
- Connecting with owners and improving the retirement outlook for them and their employees.
- Interest in being a part of Fisher\SMB’s great reputation for delivering meaningful education and service.
- Opportunity to help business owners understand their plan and optimize it for their needs.
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.