Questions to Ask When Evaluating a Plan Advisor
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The future is too big to leave to chance.
That’s why we provide the same proactive outreach and personalized one-on-one guidance to thousandaires as we do to millionaires.
Employee Services
Fisher\SMB’s wealth generating services enable better participant outcomes
Proactive Plan Enrollment
We offer one-on-one, onsite plan enrollment meetings. Employees who are unable to attend the 401(k) enrollment day (or who are newly eligible) will receive a personal follow-up call to ensure that they have an opportunity to enroll and start saving.
One-On-One Guidance
Retirement planning isn’t easy to understand. We know that your employees aren’t all investing experts — and they don’t have to be. Our team of 401(k) specialists helps employees create an investment and asset allocation strategy unique to their individual goals.
Multilingual Service
Fisher\SMB offers service support in English and Spanish, and translation services for other languages. Enrollment meetings and written materials may also be available in the language of your preference.
MUST-SEE ONE-MINUTE VIDEO
Wide Range of Investment Solutions
No two employees are alike. From ‘Do It for Me’ to ‘Do It Myself’, Fisher\SMB offers a wide variety of investment solutions to meet the needs of your employees.
| Visual | Audio |
|---|---|
| Fisher\SMB™ logo enters | Upbeat music |
| Three Icons on the screen with: Do it for Me Guide Me Inform Me Do it Myself Below the icons | Female Voice: “We provide services others can’t or won’t provide like superior plan and investment guidance from do it for me, to do it myself Fisher\SMB offers a wide variety of investment solutions to meet the needs of plan participants. |
| The “Do it for Me” icon appears | For those who prefer a hands-off approach and do not want to be involved in the selection and management of their investments, Fisher\SMB will implement an investment plan based on each participant’s age. |
| The “Guide Me” icon appears | For those looking for a guided approach to investment selection, Fisher\SMB will provide ongoing asset allocation guidance to support participants in their investment management. |
| The “Inform Me” Icon appears | For experienced investors who prefer to develop their own plan, Fisher\SMB will provide an education based approach to help participants create their investment plan. |
| The “Do It Myself” Icon appears | For sophisticated investors who have the knowledge and time to dedicate to research, or are working with a personal investment advisor, Fisher\SMB can support a self-directed brokerage account with over 16,000 funds and stocks to choose from. |
| Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions®, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions | No matter what investment solution you choose, Fisher\SMB is with you every step of the way. |
Downloadable checklist
What to Ask When Evaluating a Plan Advisor
Find out the 8 most critical questions to ask when evaluating a new plan advisor for your business.
Employee Services
Why Employee Support Matters More than Ever
Employees often struggle with retirement planning—but Fisher\SMB seeks to change that. We provide personalized, one-on-one investment guidance for every employee, plus 38 educational touchpoints in the first year to keep them engaged. Watch the video to learn more.
| Visual | Audio |
|---|---|
| The words Fisher SMB animates on screen with a bright orange slash separating Fisher and SMB. Under the logo the video title Employee Services slides on to the screen. | Music up and under |
| Shot of middle-aged man in a navy suit standing in front of a large window overlooking a river is facing the camera. | Investing for retirement is challenging. Without expert financial guidance, employees may fall into common investment traps—like chasing trends, trying to time the market, sprinkling investments, or doing nothing. |
| Close up shot of the man. | That’s why Fisher/SMB offers personalized retirement planning and investment support for every employee, not just executives. |
| Wide shot of two women sitting at a table. One older, and the second woman younger. | We treat every employee’s future like it matters—because it does. |
| The woman are reviewing documents in front of them. Smiling and nodding. | We provide proactive, one-on-one investment guidance to all employees—regardless of income. |
| Close up shot of the older woman is smiling. | We offer tailored financial guidance, helping employees with budgeting, goal-setting, and long-term investing strategies. |
| Shot of the man in the navy suit speaking to the camera. | We proactively reach out to newly eligible employees with enrollment support and step-by-step guidance. |
| Shot of a middle aged man in a suit standing in front of a large window overlooking a river. To the left of the man is a navy graphic that reads: 38 Education Touchpoints: Emails Videos 1:1 Meetings Live Support Newsletters Flyers Group Education | With 38 educational touchpoints in the first year, we keep employees engaged and informed about their financial wellness. |
| Flexible Retirement Platform: Do it for me – Professionally managed portfolios Guide me – Expert guidance with shared control Inform me – Research tools for confident decision-making Do it myself – Self-directed brokerage accounts | Our flexible retirement platform supports every type of investor: Do it for me – Professionally managed portfolios Guide me – Expert guidance with shared control Inform me – Research tools for confident decision-making Do it myself – Self-directed brokerage accounts |
| Shot of the man in the navy suit speaking to the camera. | Fisher/SMB is redefining employee retirement services. We empower every employee to build a secure financial future—no matter where they start. |
| Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions®, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions | Music Fades out |
Client Satisfaction
Proven Satisfaction. Real Results
Our clients stay with us because we deliver. Explore the client satisfaction scores that speak for themselves.
Contact Us
One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.
Call Us
(844) 238-1247
