Smarter Retirement Plans for Growing Businesses

Fiduciary 401(k) advisor tailored for small businesses—transparent pricing, proactive employee education, and plan design that scales with you.

Retirement Plans Built for Small Business Owners

As a small business leader, you wear many hats. Managing a retirement plan shouldn’t be one of them. At Fisher\SMB™ we simplify the process, reduce your administrative burden, and help you offer a retirement benefit that attracts and retains top talent—while maximizing your tax advantages.

Specialized in Small Businesses

We understand the unique challenges small businesses face—limited internal resources, tight budgets, and the need for flexible, scalable solutions.

3(38) Fiduciary Advisor

As a CEFEX-Certified ¹ advisor, we take on full investment fiduciary responsibility, helping you reduce liability and meet your obligations with confidence.

Transparent, Flat-Fee Pricing

No revenue sharing. No hidden fees. Just clear, conflict-free services that put your business and your employees first.

Tailored Plan Design & Provider Selection

We help you choose the right plan features—Safe Harbor, Roth, Employer match—and pair you with the best-fit recordkeeper and investment lineup.

Fiduciary Expertise That Works as Hard as You Do

At Fisher\SMB, we help small businesses design and manage retirement plans that reduce fiduciary risk, improve employee outcomes, and support long-term business growth. If you are looking to improve an existing plan, we deliver transparent, proactive, and personalized guidance—without the hidden fees.

Employee Services

Dedicated Retirement Counselor

Your employees get access to a licensed expert for one-on-one retirement guidance, improving participation and financial wellness. We don’t wait for questions—we lead with customized education campaigns, workshops, and digital tools to help your team make informed decisions.

Why Most Small Business Plans Fall Short

Many small business owners don’t realize their retirement plan could be doing more for them and their employees. Click each drop down to learn more:

Hidden Fees & Revenue Sharing

Outdated or Cookie-Cutter Plan Design

No Fiduciary Oversight

Low Employee Engagement

Administrative Headaches

What Small Business Leaders Care About

We align your retirement plan with what matters most to you:
Minimizing fiduciary risk
• Maximizing plan ROI and tax benefits
• Reducing administrative burden
• Helping employees retire with confidence
• Building a competitive, scalable retirement benefit

Downloadable checklist

What to Ask When Evaluating a Plan Advisor

Find out the 8 most critical questions to ask when evaluating a new plan advisor for your business.

Download the Checklist

Let’s Build a Better Retirement Plan for Your Business

Whether you’re just getting started or ready for a change, Fisher\SMB is here to help. We’ll show you how much better your plan could be—with less risk, more value, and greater peace of mind.
Contact us today to schedule a free plan review and consultation.

Schedule a Consultation