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8 Questions to Ask When Evaluating a Plan Advisor

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Single point-of-contact, preferred pricing, top-tier support — we believe that what big corporations get should be available to everyone.

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Fisher\SMB™ redefines what it means to be a partner in retirement by offering a range of services that other providers can’t or won’t provide.

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Investment Solutions

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.

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Employee Services

Our high-touch, wealth-generating employee service model enables better employee outcomes.

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Administration Support

Our services focus on doing everything we can for you. From acting as a single point-of-contact for your plan to selecting investments, we provide services that many other providers can’t or won’t provide.


Downloadable Checklist

What to Ask When Evaluating a Plan Advisor

Find out the eight most critical questions to ask when evaluating a new plan advisor for your business.

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Service Comparison

Compare the differences between the services Fisher\SMB offers to other plan providers.

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Why Work With Fisher\SMB?

Fisher\SMB redefines what it means to be a partner in retirement by providing superior guidance, unparalleled service, and simple, easy program administration.

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Your Interests First

Incentive structures that are aligned with your success. No revenue sharing, no kick-backs, or commissions.

A Do-It-For-You Approach

Our servicing solutions focus on doing everything we can for you. From acting as a single point-of-contact for your plan to selecting your investments, we provide services that many other advisors can’t or won’t provide.

Superior Financial Guidance

As one of America’s top financial advisors, we work with you to build the optimal program and provide ongoing one-on-one financial guidance to maximize wealth generation.

Small Business Expertise

We specialize in small business retirement plans. As a result, we act as your advocate and have the knowledge, resources, and clout to champion your needs.

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One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.

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(888) 674-4504

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