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Switching Recordkeepers? Get the Help You Need From Fisher\SMB
Changing 401(k) record keepers can feel daunting. But it doesn’t have to be this way. Learn how Fisher\SMB™ can support your business during the transition process.
Visual
Audio
Fisher\SMB™
Upbeat Music
A blue outline of a woman is shown on a white screen. Under the woman are the words “Plan Sponsor”
Three circles surround the woman. One that says “Old Record Keeper” and blue circle that says “New Record Keeper” and then a third that has a icon of a calendar that says “May”
Female Voice: “Changing 401(k) record keepers can be a daunting task that often takes months of time and energy to oversee but
The screen goes white, and the words “it doesn’t have to be this way” is shown in the center of the screen. Then after 3 seconds the words disapear.
it doesn’t have to be this way
The Fisher\SMB logo is at the top of the screen.
And in the middle of the white screen it reads “We do this by providing a dedicated retirement counselor.”
At Fisher, we specialize in facilitating seamless record keeper transitions that are painless for the plan sponsor.
Two circles are shown on screen with an outline of a person in each. Under the circles it reads “Plan Sponsor” and in the second circle it reads “Retirement Counselor”
We do this by providing a dedicated retirement plan counselor and onboarding coordinator.
The two circles zoom out and two additional circles are shown on screen. Old Record Keeper and a blue circle that reads “New Record Keeper.
Animated arrows flow from the plan sponsor to the Retirement Counselor into the Old Record Keep and the New Record Keeper.
They will oversee every step of the plan transition and act as a liaison between your prior record keeper and new record keeper.
These disappear leaving only the plan sponsor and a blue outline of a shop on the white screen.
This streamlined process saves you time and eases your burden allowing you to focus on what matters most, your business.
