Todd L. | CFO | Exceptional

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About Us

We are a leading retirement plan advisor specializing in helping small and mid-sized businesses.
Why Fisher\SMB

Hire an advisor who’s focused on you and how to deliver better results for your employees.
Who We Serve

Discover our specialized approach to retirement planning.
Retirement  Plans

Choose a retirement plan that fits your company and helps employees succeed.
Employer Services

Partner with Fisher\SMB™ for services other providers can’t or won’t provide.
Resource Library

Access tools, guides, and videos to help you manage your company retirement plan with ease.

About Us

We are a leading retirement plan advisor specializing in helping small and mid-sized businesses (SMBs).

Visit About Us

Our History

Our journey spans three generations of innovation and leadership in the financial industry. It’s in our blood. Find out how our heritage has led us here. 
Leadership

Our leadership team knows SMBs. Their deep commitment and decades of experience are helping us rise to meet the retirement plan challenges faced by growing businesses.
Our People

Meet our team of retirement plan specialists — industry experts dedicated to helping businesses with their retirement plans.
Awards

Our retirement plan advisors are recognized by NAPA and CEFEX for fiduciary excellence and industry leadership.

Who We Serve

Discover our specialized approach to retirement planning for small businesses, medium-sized companies, and government employers.

Find Your Solution

Small Businesses

Explore retirement options designed for small businesses, plus FAQs and resources to guide your decision-making.
Medium-Sized Businesses

Explore retirement plans for medium-sized companies, with compliance support and helpful resources.
Government

Discover retirement options for government employers, including guidance for 457(b), 403(b), and 401(a) plans.
Non-Profit

Explore retirement plan solutions designed for nonprofits, with tailored guidance to help you support your mission and your team.

Upgrade your Retirement  Plan

Hire an advisor who’s focused on you and how to deliver better results for your employees.

Upgrade Your Plan

401(k)

Tailor your 401(k) to your company and your employees. We offer investment choices, proactive enrollment, one-on-one guidance, fiduciary services, and more.
403(b)

Choose a retirement plan designed specifically for non-profits like schools, hospitals, charities, and churches.
Pooled Employer Plan

Simplify retirement plan management with Fisher\SMB’s PEP, which handles governance, oversight, and administration.
Cash Balance

Accelerate your personal retirement savings as a business owner and tap into a huge, underutilized tax benefit.

Employer Services

Partner with Fisher\SMB™ for services other providers can’t or won’t provide.

Visit Employer Services

Investment Solutions

Offer your employees a wide variety of high-quality investment options at lower fees than the industry average.
Employee Services

We partner with you to offer a range of services that help employees understand their retirement benefits and maximize their outcomes.
Administrator Support

Do it yourself, or let us do it for you – we can help you streamline plan administration to save you time and reduce risk.
Fiduciary Services

Reduce the risks to you and your company. Work with an experienced adviser who puts your interests first.

Resource Library

Access expert tools, guides, and videos to manage your 401(k) or company retirement plan with ease.

Visit the Resource Library

Retirement Calculator

Are you on track to live your best life in retirement? Learn what you’ll need—and how much to save—with our free retirement calculator.
Retirement Plan Scorecard

With your personalized Scorecard, you can see how your company’s retirement plan stacks up against businesses like yours.
Tax Savings Strategies

It’s time to let the secret out. Business owners can access huge tax benefits through their company’s retirement plan. We can show you how.

Connect with us: (888) 674-4504

Home / Todd L. | CFO | Exceptional

About Us

Our History
Leadership
Our People
Awards
Why Fisher\SMB
Get Started

Who We Serve

Non-Profits
Small Business
Mid-Size Business
Governments

Retirement Plans

401(k)
403(b)
Pooled Employer Plan
Cash Balance

Plan Features

Roth
Safe Harbor
Profit Sharing
Employer Matching
Auto Enrollment

Employer Services

Investment Solutions
Employee Services
Administrator Support
Fiduciary Services

Resource Library

Retirement Calculator
Tax Savings Strategies
Retirement Plan Scorecard

Contact Us to Schedule  a Consultation

Connect With Us

Connect with us at: (844) 238-1247

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Investing in securities involves the risk of loss. Fisher\SMB offers fiduciary and consulting services, including participant education to company-sponsored 401(k) plans. Fisher Retirement Solutions®, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of FisherSMB Enterprises, LLC.

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