There are four main retirement plan parameters that make a difference for employee outcomes: eligibility, vesting, automatic enrollment/escalation, and loans. Fisher\SMB™ can help you analyze these features to understand your strengths and improve your plan.
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Fisher\SMB™
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“We can help you improve your plan.” Is shown in blue text over a white screen. Directly above the words is a circle with the outline of a speedometer.
Female Voice: “We act as a consultant and can help you improve your plan.
“We can help you improve your plan.” fades away and new text fades in “Some of the plan features we’ll analyze include:
Fisher will analyze your current plan features and help you identify improvement opportunities to improve plan outcomes for plan participants, the business, and the business owner.
A circle with a clock outline fades onto the screen with the text “Eligibility” under.
Some of the plan features that we analyze include:
Eligibility- which determines which employees can join the plan and when.
A circle with the outline of safe fades onto the screen with the text “Vesting”.
Vesting- which determines how quickly your employees fully own employer contributions.
A circle with a line graph fades onto the screen with the text “Automatic Enrollment and Escalation”.
Automatic enrollment and escalation- which determine whether employees will be automatically enrolled in the plan and registered for annual contribution increases.
A circle with a hand and a dollar sign fades onto the screen with the text “Loans”.
Loans- enable participants to borrow against their vested balance. Enabling loans can improve employee participation.
