Why Employee Support Matters More Than Ever

Employees often struggle with retirement planning—but Fisher\SMB seeks to change that. We provide personalized, one-on-one investment guidance for every employee, plus 38 educational touchpoints in the first year to keep them engaged. Our flexible platform offers options for every type of investor, from hands-off to self-directed. Watch now to see how we help enable employees to build a secure financial future.

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The words Fisher SMB animates on screen with a bright orange slash separating Fisher and SMB. Under the logo the video title Employee Services slides on to the screen.	Music up and under
Shot of middle-aged man in a navy suit standing in front of a large window overlooking a river is facing the camera.	Investing for retirement is challenging. Without expert financial guidance, employees may fall into common investment traps—like chasing trends, trying to time the market, sprinkling investments, or doing nothing.
Close up shot of the man.	That’s why Fisher/SMB offers personalized retirement planning and investment support for every employee, not just executives.
Wide shot of two women sitting at a table. One older, and the second woman younger.	We treat every employee’s future like it matters—because it does.
The woman are reviewing documents in front of them. Smiling and nodding.	We provide proactive, one-on-one investment guidance to all employees—regardless of income.
Close up shot of the older woman is smiling.	We offer tailored financial guidance, helping employees with budgeting, goal-setting, and long-term investing strategies.
Shot of the man in the navy suit speaking to the camera.	We proactively reach out to newly eligible employees with enrollment support and step-by-step guidance.
Shot of a middle aged man in a suit standing in front of a large window overlooking a river. To the left of the man is a navy graphic that reads: 38 Education Touchpoints: Emails Videos 1:1 Meetings Live Support Newsletters Flyers Group Education	With 38 educational touchpoints in the first year, we keep employees engaged and informed about their financial wellness.
Flexible Retirement Platform:  Do it for me – Professionally managed portfolios  Guide me – Expert guidance with shared control  Inform me – Research tools for confident decision-making  Do it myself – Self-directed brokerage accounts	Our flexible retirement platform supports every type of investor:  Do it for me – Professionally managed portfolios  Guide me – Expert guidance with shared control  Inform me – Research tools for confident decision-making  Do it myself – Self-directed brokerage accounts
Shot of the man in the navy suit speaking to the camera.	Fisher/SMB is redefining employee retirement services. We empower every employee to build a secure financial future—no matter where they start.
Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions®, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions	Music Fades out