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One Big Reason for a Single-Point-of-Contact Retirement Plan
Fisher\SMB’s admin support is built to do everything we can for you. From acting as a single-point-of-contact for your plan to selecting investments, we offer services that many other providers can’t or won’t provide. See how it works.
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Audio
Fisher\SMB™
Upbeat music
Over a white screen a blue outline of a person dissolves on screen, under it it reads “Plan Sponsor”. Above the plan sponsor a small blue box with the words, Adviser and arrows moving better the advisor and the plan sponsor.
Female Voice: “There are two models for managing communication with retirement plan vendors.
A typical plan advisor offers a do-it-yourself approach to administrative support where not only do you, or the plan sponsor, have to coordinate with a plan advisor,
Blue boxes with the words Payroll, ERISA compliance, Record Keeper, Participants, and Third-Party Administrator appear on screen around the Plan Sponsor. Arrows run between all the blue text boxes and the Plan Sponsor in the center.
but you also have to troubleshoot retirement plan issues with your payroll provider, ERISA compliance provider, record keeper, plan participants and the third party administrator.
These move over to the left side of the screen to make room for another Plan Sponsor. Above this Plan Sponsors it reads “Fisher Do It For You Solution” below the Plan Sponsor is reads “Fisher Solution”
Under the Fisher Solution are the blue text boxes that read Payroll, ERISA compliance, Record Keeper, Participants, and Third-Party Administrator. Arrows run between the Fisher Solution and the Text boxes. And then arrows move from Fisher Solution to the Plan Sponsor.
Fisher offers a Do It For You solution. Which focuses on doing everything we can for you. From acting as a single point of contact for your plan, to fielding participant questions.
We provide services that many other advisers can’t or won’t provide and if we can’t do it for you, we’ll be there each step of the way to do it with you.
