Some call us service obsessed. We call it business as usual.

High-touch administrative support without the enterprise-sized hassle.

how we help

Fisher\SMB™ minimizes your administrative burden

We’re here to collaborate, support, and guide you — acting as your dedicated point-of-contact and offering a comprehensive suite of services tailored to your unique needs.

Streamline Payroll

We help businesses coordinate all aspects of streamlining plan administration processes – from vendor selection, payroll integration, and transition management – to save you time and create a better employee experience.

Single Point-of-Contact

We act as the single point-of-contact for all plan servicing needs and employee questions while providing ongoing plan management support, including plan compliance testing and benchmarking.

End-to-End Transition

We facilitate seamless and painless recordkeeper transitions by providing a dedicated retirement plan counselor and onboarding coordinator. 

MUST-SEE ONE-MINUTE VIDEO

Single Point-of-Contact

Our servicing solutions focus on doing everything we can for you. We act as the single point-of-contact for all plan servicing needs and employee questions while providing ongoing plan management support, including plan compliance testing and benchmarking.

Visual	Audio
Fisher\SMB™	Upbeat music
Over a white screen a blue outline of a person dissolves on screen, under it it reads “Plan Sponsor”. Above the plan sponsor a small blue box with the words, Adviser and arrows moving better the advisor and the plan sponsor.	Female Voice: “There are two models for managing communication with retirement plan vendors. A typical plan advisor offers a do-it-yourself approach to administrative support where not only do you, or the plan sponsor, have to coordinate with a plan advisor,
Blue boxes with the words Payroll, ERISA compliance, Record Keeper, Participants, and Third-Party Administrator appear on screen around the Plan Sponsor. Arrows run between all the blue text boxes and the Plan Sponsor in the center.	but you also have to troubleshoot retirement plan issues with your payroll provider, ERISA compliance provider, record keeper, plan participants and the third party administrator.
These move over to the left side of the screen to make room for another Plan Sponsor. Above this Plan Sponsors it reads “Fisher Do It For You Solution” below the Plan Sponsor is reads “Fisher Solution” Under the Fisher Solution are the blue text boxes that read Payroll, ERISA compliance, Record Keeper, Participants, and Third-Party Administrator. Arrows run between the Fisher Solution and the Text boxes. And then arrows move from Fisher Solution to the Plan Sponsor.	Fisher offers a Do It For You solution. Which focuses on doing everything we can for you. From acting as a single point of contact for your plan, to fielding participant questions. We provide services that many other advisers can’t or won’t provide and if we can’t do it for you, we’ll be there each step of the way to do it with you.
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	Schedule a Consultation to learn more.

MUST-SEE ONE-MINUTE VIDEO

Streamlined Payroll & Administrator Support

As a Fisher\SMB™ client, we will help you establish and streamline your payroll process with your recordkeeper and payroll provider.

Visual	Audio
Fisher\SMB™	Upbeat music
Graphics displaying how Fisher\SMB™ can help your business	Female Voice: “Managing payroll contributions is one of the biggest headaches that comes with administering a retirement plan. Not only is this process time consuming and manual, but it has high room for error. Fortunately, there is an easier way. Using payroll integration in your retirement plan can make managing your plan much simpler. Fisher clients have access to payroll integration which allows your payroll and 401(k) providers to communicate seamlessly without you having to be the go between. We will assist you with payroll integration, setup, training and coordination saving you time, effort and reducing your risk. Schedule a consultation to learn more about how Fisher can help you and your business.
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]

MUST-SEE ONE-MINUTE VIDEO

End-to-End Transition Management

Fisher\SMB will assist you every step of the way during the plan conversion and implementation process to ensure a smooth transition. That’s why 96% ¹ of our clients ranked us “Best-in-Class” for overall satisfaction and easy to do business with.

Visual	Audio
Fisher\SMB™	Upbeat Music
A blue outline of a woman is shown on a white screen. Under the woman are the words “Plan Sponsor” Three circles surround the woman. One that says “Old Record Keeper” and blue circle that says “New Record Keeper” and then a third that has a icon of a calendar that says “May”	Female Voice: “Changing 401(k) record keepers can be a daunting task that often takes months of time and energy to oversee but
The screen goes white, and the words “it doesn’t have to be this way” is shown in the center of the screen. Then after 3 seconds the words disapear.	it doesn’t have to be this way
The Fisher\SBM logo is at the top of the screen. And in the middle of the white screen it reads “We do this by providing a dedicated retirement counselor.”	At Fisher, we specialize in facilitating seamless record keeper transitions that are painless for the plan sponsor.
Two circles are shown on screen with an outline of a person in each. Under the circles it reads “Plan Sponsor” and in the second circle it reads “Retirement Counselor”	We do this by providing a dedicated retirement plan counselor and onboarding coordinator.
The two circles zoom out and two additional circles are shown on screen. Old Record Keeper and a blue circle that reads “New Record Keeper. Animated arrows flow from the plan sponsor to the Retirement Counselor into the Old Record Keep and the New Record Keeper.	They will oversee every step of the plan transition and act as a liaison between your prior record keeper and new record keeper.
These disappear leaving only the plan sponsor and a blue outline of a shop on the white screen.	This streamlined process saves you time and eases your burden allowing you to focus on what matters most, your business.
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

Administrator Support

Additional Resources

Evaluating a Plan Advisor?

Find out the 8 most critical questions to ask when evaluating a new plan advisor for your business.

Download the Template

2026 401(k) Compliance Calendar and Checklist

Stay head of important deadlines throughout the year. Use this downloadable tool to stay on top of key 401(k) dates, making plan administration quicker and easier.

Get Your Compliance Calendar