Questions to Ask When Evaluating a Plan Advisor
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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.
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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™ | 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 offers a wide variety of investment solutions to meet the needs of plan participants. For those who prefer a hands-off approach and do not want to be involved in the selection and management of their investments, Fisher will implement an investment plan based on each participant’s age. For those looking for a guided approach to investment selection, Fisher will provide ongoing asset allocation guidance to support participants in their investment management. For experienced investors who prefer to develop their own plan, Fisher will provide an education based approach to help participants create their investment plan. For sophisticated investors who have the knowledge and time to dedicate to research, or are working with a personal investment advisor, Fisher 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 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.
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