Tyler Schroeder
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Tyler. He is committed to making retirement plans easy to implement
and manage for business owners. He started his career in finance at
Transamerica—holding a number of positions there—including serving as a
Retirement Planning Consultant helping participants better understand their financial needs. Tyler also educated his clients through on-site presentations and benefits fairs.
Tyler 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™, Tyler is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interest in leveraging his 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.
- Passion to serve as an educator on the importance of retirement readiness.
- Desire to help participants avoid the financial pitfalls that can derail a
stress-free retirement. - Motivation for helping participants become more financially fit.
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.