Questions to Ask When Evaluating a Plan Advisor
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The future is too big to leave to chance.
That’s why we provide the same proactive outreach and personalized one-on-one guidance to thousandaires as we do to millionaires.
Employee Services
Fisher\SMB’s wealth generating services enable better participant outcomes
Proactive Plan Enrollment
We offer one-on-one, onsite plan enrollment meetings. Employees who are unable to attend the 401(k) enrollment day (or who are newly eligible) will receive a personal follow-up call to ensure that they have an opportunity to enroll and start saving.
One-On-One Guidance
Retirement planning isn’t easy to understand. We know that your employees aren’t all investing experts — and they don’t have to be. Our team of 401(k) specialists helps employees create an investment and asset allocation strategy unique to their individual goals.
Multilingual Service
Fisher\SMB offers service support in English and Spanish, and translation services for other languages. Enrollment meetings and written materials may also be available in the language of your preference.
MUST-SEE ONE-MINUTE VIDEO
Wide Range of Investment Solutions
No two employees are alike. From ‘Do It for Me’ to ‘Do It Myself’, Fisher\SMB offers a wide variety of investment solutions to meet the needs of your employees.
| Visual | Audio |
|---|---|
| Fisher\SMB™ logo enters | Upbeat music |
| Three Icons on the screen with: Do it for Me Guide Me Inform Me Do it Myself Below the icons | Female Voice: “We provide services others can’t or won’t provide like superior plan and investment guidance from do it for me, to do it myself Fisher\SMB offers a wide variety of investment solutions to meet the needs of plan participants. |
| The “Do it for Me” icon appears | For those who prefer a hands-off approach and do not want to be involved in the selection and management of their investments, Fisher\SMB will implement an investment plan based on each participant’s age. |
| The “Guide Me” icon appears | For those looking for a guided approach to investment selection, Fisher\SMB will provide ongoing asset allocation guidance to support participants in their investment management. |
| The “Inform Me” Icon appears | For experienced investors who prefer to develop their own plan, Fisher\SMB will provide an education based approach to help participants create their investment plan. |
| The “Do It Myself” Icon appears | For sophisticated investors who have the knowledge and time to dedicate to research, or are working with a personal investment advisor, Fisher\SMB can support a self-directed brokerage account with over 16,000 funds and stocks to choose from. |
| 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 | No matter what investment solution you choose, Fisher\SMB is with you every step of the way. |
Downloadable checklist
What to Ask When Evaluating a Plan Advisor
Find out the 8 most critical questions to ask when evaluating a new plan advisor for your business.
Client Satisfaction
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Contact Us
One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.
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(844) 238-1247
