Cash Balance Plan | Fisher\SMB

About Us

We are a leading retirement plan advisor specializing in helping small and mid-sized businesses.
Why Fisher\SMB

Hire an advisor who’s focused on you and how to deliver better results for your employees.
Get Started

Schedule a consultation to build a retirement plan tailored to your company and employees.
Retirement  Plans

Choose a retirement plan that fits your company and helps employees succeed.
Employer Services

Partner with Fisher\SMB™ for services other providers can’t or won’t provide.
Resource Library

Access tools, guides, and videos to help you manage your company retirement plan with ease.

About Us

We are a leading retirement plan advisor specializing in helping small and mid-sized businesses (SMBs).

Our History

Our journey spans three generations of innovation and leadership in the financial industry. It’s in our blood. Find out how our heritage has led us here. 
Leadership

Our leadership team knows SMBs. Their deep commitment and decades of experience are helping us rise to meet the retirement plan challenges faced by growing businesses.
Our People

Meet our team of retirement plan specialists — industry experts dedicated to helping businesses with their retirement plans.
Awards

Our retirement plan advisors are recognized by NAPA and CEFEX for fiduciary excellence and industry leadership.

Upgrade your Retirement  Plan

Hire an advisor who’s focused on you and how to deliver better results for your employees.

Upgrade Your Plan

401(k)

Tailor your 401(k) to your company and your employees. We offer investment choices, proactive enrollment, one-on-one guidance, fiduciary services, and more.
403(b)

Choose a retirement plan designed specifically for non-profits like schools, hospitals, charities, and churches.
Cash Balance

Accelerate your personal retirement savings as a business owner and tap into a huge, underutilized tax benefit.

Employer Services

Partner with Fisher\SMB™ for services other providers can’t or won’t provide.

Visit Employer Services

Investment Solutions

Offer your employees a wide variety of high-quality investment options at lower fees than the industry average.
Employee Services

We partner with you to offer a range of services that help employees understand their retirement benefits and maximize their outcomes.
Administrator Support

Do it yourself, or let us do it for you – we can help you streamline plan administration to save you time and reduce risk.
Fiduciary Services

Reduce the risks to you and your company. Work with an experienced adviser who puts your interests first.

Resource Library

Access expert tools, guides, and videos to manage your 401(k) or company retirement plan with ease.

Visit the Resource Library

Retirement Calculator

Are you on track to live your best life in retirement? Learn what you’ll need—and how much to save—with our free retirement calculator.
401(k) Scorecard

With your personalized 401(k) Scorecard, you can see how your company’s retirement plan stacks up against businesses like yours.
Tax Savings Strategies

It’s time to let the secret out. Business owners can access huge tax benefits through their company’s retirement plan. We can show you how.

Connect with us: (888) 674-4504

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Cash Balance Plan

Additional Resources

Our History
Leadership
Our People
Awards
Why Fisher\SMB
Get Started

Retirement Plans

401(k)
403(b)
Cash Balance

Roth
Safe Harbor
Profit Sharing
Employer Matching
Auto Enrollment

Employer Services

Investment Solutions
Employee Services
Administrator Support
Fiduciary Services

Resource Library

Retirement Calculator
401(k) Scorecard
Tax Savings Strategies

Contact Us to Schedule  a Consultation

Connect With Us

Connect with us at: (844) 238-1247

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Investing in securities involves the risk of loss. Fisher Retirement Solutions, LLC d.b.a. Fisher\SMB offers fiduciary and consulting services, including participant education to company-sponsored 401(k) plans. 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.

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