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Case Study

Understand Safe Harbor Contribution Options

This chart explains the three Safe Harbor contribution methods—Basic Match, Enhanced Match, and Non-Elective—so you can see how employer contributions work and what they mean for compliance and employee benefits.

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Additional Resources

Plan Optimization

Reducing Costs Without Sacrificing Performance

An Atlanta-based construction company was experiencing poor returns and high costs for their 401(k) plan under their previous advisor. With the help of Fisher\SMB, they were able to reduce their plan fees while improving their investment quality.

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Retirement Plan Comparison Chart

From mom-and-pop shops to fast-growing enterprises, there’s a retirement plan for every type of SMB. This chart compares a few common types of retirement plans, and includes contribution rules, loan allowances, and general plan management considerations.

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Less Admin, More Time to Engineer

Most HR staff need help understanding how to manage their company’s retirement plan, especially when it comes to compliance. Read this case study to see how Fisher\SMB helped this engineering company.

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