Jarrod uses his flexible approach and experience in retirement plan consulting to help each client tailor its plan services to business owners and their employees.
He started his career in the industry working at an insurance company, where he learned about recordkeeping and what business owners need in a retirement plan. He joined Fisher in 2016 and is a Chartered Retirement Planning Counselor (CRPC®).
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Tax Savings Guide for Business Owners
Provider Evaluation Checklist
The 401(k) Plan Cost Guide
As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable.
Fund Lineup Checklist
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