Chris Edar-Allred
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Chris. He is committed to making retirement plans easy to implement
and manage for business owners. He started his career in insurance,
eventually switching career paths and transitioning into finance in 2018.
Chris possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet participant needs and owner expectations.
Chris has served in multiple roles during his time at Fisher\SMB™. As a
Retirement Counselor with Fisher\SMB, Chris is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Desire to leverage his expertise working with small-to-medium sized business to the benefit of everyone involved with the plan.
- Passion for serving as a responsive resource, helping America’s small business owners strengthen their retirement plans so participants are confident in their retirement.
- Recognizing Fisher\SMB as a growing, dynamic team of retirement professionals dedicated to making truly successful, robust retirement programs accessible and available to America’s small-business owners and their employees.
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.