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Case Study

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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Additional Resources

Investment Guidance

Gold prices remain elevated in early 2026, prompting many employers to wonder how this affects their company’s retirement plan investment lineup. We explore the key forces driving gold demand and clarify where gold fits in retirement plans today.

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A new executive order could allow alternative investments like crypto and private investments in retirement plans like 401(k)s and 403(b)s. Learn what this could mean for small and mid-sized companies.

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Learn the 5 most common 401(k) investments—index funds, target date funds, bonds, stocks, and cash—explained in simple terms to help business owners and employees make smarter retirement choices.

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