Mark Wachtel, Retirement Plan Consultant at Fisher Investments in Winston-Salem, NC

Mark Wachtel

Retirement Plan Consultant


Phone: 

(336) 842-5899

Mobile: 

(336) 302-9744

Email: 

m.wachtel@fi.com

About Mark

Mark is a Retirement Plan Consultant specializing in helping employers upgrade their company’s retirement plan. He embodies the Fisher client-first philosophy, listening to the goals and needs of business owners and their employees so he can tailor his support. He helps Fisher clients create and enhance retirement plans, knowing it is these benefits that empower businesses to reward, recruit, and retain their employees.

Before joining Fisher 401(k) Solutions, he worked 15 years in financial services and 5 years for a regional bank in their trust department focused on offering retirement plan solutions to business clients.

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Tax Savings Guide for Business Owners

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Provider Evaluation Checklist

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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.

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Fund Lineup Checklist

Quickly audit your fund lineup with this checklist

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