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Case Study

Understand Safe Harbor Contribution Options

This chart explains the three Safe Harbor contribution methods—Basic Match, Enhanced Match, and Non-Elective—so you can see how employer contributions work and what they mean for compliance and employee benefits.

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Additional Resources

Plan Optimization

Most HR staff need help understanding how to manage their company’s retirement plan, especially when it comes to compliance. Read this case study to see how Fisher\SMB helped this engineering company.

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With the help of Fisher\SMB, an Atlanta-based construction company was able to reduce their plan fees while improving their investment quality.

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Learn how strategic plan design can maximize retirement contributions and tax benefits by utilizing a cash balance plan.

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