Hayden Lackey
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Hayden. He is committed to making retirement plans easy to
implement and manage for business owners. He started his career in
retirement and financial planning services more than a decade ago,
focusing on education and helping plan participants get the most out of
their retirement plans.
Hayden possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet participant needs and owner expectations. As a Retirement Counselor at Fisher\SMB™, Hayden is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interest in leveraging his past experience to provide service to both plan sponsors and participants, helping everyone involved with the plan access it as a benefit for a brighter future.
- Desire to provide quality education and retirement plans to small and
medium-sized businesses. - Passion for helping participants plan for a comfortable retirement.
- Motivation to make a difference in the lives of others.
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.