Sarah Cattan, Retirement Plan Consultant at Fisher Investments in Louisville, KY

Sarah Cattan

Retirement Plan Consultant


(502) 693-2873


About Sarah

Sarah helps business owners and plan sponsors develop high-quality retirement plans for themselves and their employees. Over the last decade, she’s consulted with hundreds of businesses to get their retirement plans on the right track.

She started her career at Jefferson National and has consulted with plan sponsors at ADP and Mariner Wealth Advisors. She is certified as a Professional Plan Consultant (PPCTM).

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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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One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.

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