Solutions Built for Your Organization.

We partner with small businesses, mid-sized companies, and government employers to build smarter retirement plans that align with your objectives and deliver measurable results.

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Small Businesses

Mid-Sized Businesses

Government Employers

Non-Profits

CLient Satisfaction

Why Businesses Trust Fisher\SMB

Discover how our commitment to client satisfaction drives real results. See what our clients are saying and why they stay.

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Why Work With Fisher\SMB?

Fisher\SMB redefines what it means to be a partner in retirement by providing superior guidance, unparalleled service, and simple, easy program administration.

Your Interests First

As a 3(38) Investment Manager, we put your interests first with incentive structures that are aligned with your success. Fisher\SMB never accepts commissions, kickbacks, or revenue sharing. Learn what it means to have a fiduciary advisor on your side.

A Do-It-For-You Approach

Our servicing solutions focus on doing everything we can for you. From acting as a single point-of-contact for your plan to selecting your investments, we provide the same level of expertise, investment quality, and dedicated employee service that’s available to larger companies.

Superior Financial Guidance

As a fiduciary advisor, Fisher\SMB offers a wide variety of investment solutions to meet the needs of you and your employees. We work with you to build the optimal program and provide ongoing one-on-one financial guidance to maximize wealth generation.

Small Business Expertise

While we specialize in small business retirement plans, our expertise extends to mid-sized companies, nonprofits, and government organizations, allowing us to deliver scalable solutions and act as a strong advocate for your needs.

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Additional Retirement Plan Resources

Cartoon-style image of two business leaders balanced on a scale, representing executive retirement planning and comparing the difference between a 401(k) plan and a 403(b). Light blue background adds warmth and approachability to FisherSMB’s retirement solutions for 401(k) vs 403(b)

What’s the Difference Between a 401(k) and a 403(b) Plan?

Compare 401(k) vs. 403(b) plans and find the right retirement plan for your business or nonprofit. Understand key differences both.

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Illustration of a woman standing in the middle of confusing, and conflicting traffic signs- signifying how confusing governmental plans can be.

Why Governmental 457(b) Plans Matter for Your Organization

Learn how a 457(b) plan helps government workers save for retirement with tax benefits and flexible options.

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llustration of a business owner analyzing financial charts and graphs with a magnifying glass, highlighting tax savings strategies such as cash balance plans and profit sharing to save thousands of dollars in taxes, on a light blue background.

Resource Library

Visit our Resource Library to access expert tools, calculators, guides, and videos to manage your company retirement plan with ease.

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Independently Recognized Retirement Plan Advisor

CEFEX^® Certification¹

Centre for Fiduciary Excellence

2026

Top DC Advisor Team²

NAPA

2025

Centre for Fiduciary Excellence (CEFEX). Fisher\SMB, pays an annual assessment fee to be eligible for consideration. This certification was received on November 23, 2025, and is based on data from November 23, 2024–November 23, 2025.

National Association of Plan Advisors (NAPA). Fisher\SMB, pays an annual membership fee to be eligible for consideration. This award was received on March 24, 2026, and is based on data from December 31, 2024–December 31, 2025.