Bryan Satterfield
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Bryan. He is committed to making retirement plans easy to implement and manage for business owners. He started his career in financial services in 1996 and has previously served in many different sides of the industry, including recordkeeping, advisory services, and consulting on retirement plans.
As a Retirement Counselor at Fisher\SMB, Bryan is part of our unique service-first model. He possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet
participant needs and owner expectations.
Personal Motivations for Joining Fisher\SMB:
- Desire to provide the best care possible to undeserved, small retirement plans.
- Helping plan participants discover, set, and retain their retirement goals so they can get and stay on track.
- Supporting plan sponsors with crafting retirement plans that are easier to manage and more valuable for them and their employees.
- Making a real, positive difference in the lives of everyday, hardworking people, helping them turn small, consistent actions into meaningful retirement outcomes.
Your dedicated Retirement Counselor serves as your point of contact for an extensive service offering designed to get plan participants on track for retirement.
They will advocate on your behalf, coordinate with your other service providers and be available to you.
During the plan onboarding process your Retirement Counselor will:
- Lead service provider transitions.
- Help you establish your plan goals, rules and features.
- Help establish an Investment Policy Statement.
- Provide a customizable employee introduction to the plan.
- Hold one-on-one enrollment and retirement guidance meetings with all employees.