A Trusted Fiduciary Partner
See what our clients have to say.
It’s very helpful when my Retirement Counselor checks in with me regarding plan requirements and legal regulatory information and dissemination requirements for the participants.
I don’t know what we would do without our Retirement Counselor during our 401(k) audits. He always has the answer and guides us through the process. My Retirement Counselor is a dream to work with.
We feel more at ease knowing that Fisher\SMB is ensuring that we’re in compliance from a fiduciary perspective.
Before Fisher\SMB, I don’t think we completely understood our fiduciary responsibility and now I have someone making sure that I am checking all of the boxes.
They have kept us updated on all necessary plan information and make sure our plan stays compliant. Email communication, as well as phone contact have been extremely helpful.