Start Saving for Your Retirement Today
The first step to building the future you want is enrolling in your company’s retirement plan.
How to Get Enrolled
It all starts with a short enrollment call with a Fisher\SMB™ Retirement Specialist who will help you craft a plan for a comfortable retirement in 3 simple steps:
Account Set Up
We’ll help you create a username and password, log in for the first time, and adjust your account settings.
Savings Rate
How much do you want to save from each paycheck? We’ll help you decide based on your life and goals.
Investment Selections
We’ll help you choose a diverse mix of investments that fit your retirement goals.
Schedule Your Enrollment Call
Request Received!
Your request has been submitted. Please contact us if you have any questions.
Do it yourself
Prefer to Enroll on Your Own?
- Step 1: Create your online account here.
- Step 2: Savings rate and investment selections.
- Step 3: Review and submit.
Frequently Asked Questions
There are two ways to get started. The first is to schedule an enrollment call. This is a one-on-one conversation with a Fisher\SMB Retirement Specialist who can walk your through the enrollment process and answer your questions about saving for retirement. The second way is to follow the steps yourself using our step-by-step enrollment checklist. No matter how you choose to enroll, what’s important is that you’re saving for retirement.
In a quick 20 to 30-minute call, a Fisher\SMB Retirement Specialist will help you log in to your account for the first time, ask a few questions to help you decide how much you want to save from each check, help you choose your investments, and then show you how to name your beneficiaries. However, if you have other questions or want to talk about a specific retirement topic, they’re happy to shift focus. What matters most is that you get what you need to save for a comfortable retirement.
You will need access to a computer, phone, or tablet that lets you log in to your online account. Once you’re in, you’ll need contact information for setting your beneficiaries. Your Fisher\SMB Retirement Specialist will guide you through setting a savings rate and choosing investments. They can also answer any questions you have along the way.
There’s no one right way to invest for retirement. We will guide you through your investment options that fit your retirement goals. Or, if you’re interested in a DIY approach, you can select investments on your own. Whatever level of support you need, we can talk through your options so that you can be sure you’re getting the retirement plan you want. If you want to learn more about investment options, schedule your enrollment call.
A traditional 401(k) allows you to contribute money that hasn’t been taxed yet. A Roth takes the opposite approach. You contribute taxed dollars now but don’t have to pay taxes on the money when you take withdrawals in retirement. Choosing between a traditional or Roth plan comes down to where you are on your personal journey and your retirement goals. Our Retirement Specialists can sit down with you and help you weigh the pros and cons of each. Schedule your enrollment call to learn more.
Yes! It’s called a “rollover,” and it typically involves contacting the company that manages your old account and filling out the paperwork to request a transfer of funds. We can help guide you through this as part of the enrollment process, schedule a call to get started.
