Why Fisher\SMB Is the Partner You Need

Managing a retirement plan can be overwhelming, but Fisher\SMB helps make it simple. Our dedicated retirement counselors and specialized service team deliver proactive support, a wide range of services, and tailored solutions, so you can focus on what matters most. Discover how our single point of contact and service level guarantee sets us apart from traditional providers. Watch now to learn why Fisher\SMB is the partner your business deserves.

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Animated FisherSMB logo comes onto the screen with a bright orange slash between Fisher and SMB. Under the logo the title “Sponsor Services” slides onto the screen.	Music fades up
A middle-aged man in a navy blazer stands in front of a large window overlooking a river. A name graphic appears on the screen that reads: Alex Queen.	Managing a retirement plan is no small task. Between compliance, payroll contributions, and employee questions, plan administrators are stretched thin. And when plan advisors fall short, the burden only grows.
Video shows Alex Queen sitting in front of a group of Fisher\SMB retirement counselors leading a discussion.	Too often, administrators are left chasing down providers to fix everyday issues—wasting time and energy.
Video of female Fisher\SMB retirement counselor in an office setting. She has a headset on her head and is smiling at her computer screen, talking to a participant.	At Fisher\SMB, we do things differently. We’re not just a retirement plan advisor—we’re dedicated partner.
Video of young man in suit sitting at a table with a mature looking woman, smiling and talking.	With Fisher\SMB, you get a single point of contact for all plan support. We proactively resolve issues, so you don’t have to.
Shot of a collage of individuals each standing in their own screen with arms folded. The video zooms out to reveal more and more people. This demonstrates the size and scale of Fisher\SMB.	Our scale and industry relationships allow us to negotiate with providers for premium services which are typically reserved for larger plans.
Video transitions to a white screen with the words “Top-tier support and more time focused on what matters most.” in navy blue font.	The result? Top-tier support and more time to focus on what matters most.
Under the title “Top-tier support and more time focused on what matters most.” There are three icons over the white screen. The first is an illustration of a man pointing to a chart with the words “Dedicated Retirement Counselor” The second is an illustration of a man with a headset, under the words “Specialized Expert Service Team” and the last is an illustration of two hands shaking with a paper and a dollar sign on it, and under the words “Clear Service Accountability”	Unlike other providers who outsource service to third parties, we take full ownership of your plan’s servicing.
Wide shot of two women sitting at a table reviewing documents in front of them.	Our counselors specialize in retirement plans—no generalists here. You get focused, high-quality support tailored to your needs.
Shot of the woman smiling and nodding to the second woman.	Our service team is made up of retirement planning specialists who are passionate about delivering the best support in the market.
Shot of Alex in front of the large window.	We back our promises with a service level guarantee. If we fall short, we’ll fix the issue or waive the next quarter’s fee.
Shot of Alex in front of the large window.	Plus, we provide annual plan reviews and benchmark our service to ensure you’re getting real value.
Close up shot of Alex.	Just like you’d choose a surgeon over a generalist for a complex procedure, employers benefit from working with retirement planning specialists.
On screen graphics share half the screen as Alex continues to speak to the camera. • Lower plan fees • Better service levels • Tailored solutions	Our specialists understand the intricate world of federal laws like ERISA, and their relationships with recordkeepers and TPAs lead to: Lower plan fees Better service levels Tailored solutions
Screen goes white, and the Fisher\SMB logo animates on screen with the text Retirement Plans Built for You” \| www.fishersmb.com	Ready to simplify your retirement plan administration? Partner with Fisher\SMB—where specialized service meets accountability.
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\SMBTM, 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.