Download the Checklist to Manage Your Fiduciary Risk
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Avoid Costly Fiduciary Mistakes
If you make decisions for your company’s retirement plan, including signing and filing Form 5500, plan design, or plan investment decisions, you are a fiduciary and could be vulnerable to fiduciary risk. We’ve created a checklist to help you understand and manage these responsibilities, including:
Investment & Service Provider Oversight
Fiduciary Liability
Plan Administration
Independently Recognized Retirement Plan Advisor
CEFEX® Certification
Centre for Fiduciary Excellence
2026
Top DC Advisor Team
NAPA
2025
Centre for Fiduciary Excellence (CEFEX). Fisher\SMB, pays an annual assessment fee to be eligible for consideration. This certification was received on November 23, 2025, and is based on data from November 23, 2024–November 23, 2025.
National Association of Plan Advisors (NAPA). Fisher\SMB, pays an annual membership fee to be eligible for consideration. This award was received on March 24, 2026, and is based on data from December 31, 2024–December 31, 2025.