401(k) Guidance for Every Kind of Employee
Fisher\SMB™ aims to offer superior plan investment guidance for every kind of employee. We can fully select and manage investments, offer a DIY option for experienced investors, and everything in between. This is what it means to put clients first.
| 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. |