The Fisher Advantage: Retirement Counselor

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The Fisher Retirement Counselor: Your Dedicated 401(k) Resource

The Fisher Investments 401(k) Solutions Retirement Counselor - yet another example of The Fisher Advantage.

B-Roll video montage: Retirement counselors meeting and collaborating with small and mid-sized business owners and their employees.

For small to mid-sized business owners, it can be challenging to get support from your 401(k) Service provider. At Fisher Investments 401(k) Solutions, we have a unique service model designed specifically for small to mid-sized businesses that features a dedicated resource for your business: the Fisher Investments Retirement Counselor.

A man dressed in a suit speaks to the camera. A flyout in the lower right corner identifies him as Alex Queen, Fisher Investments 401(k) Solutions Retirement Counselor and Vice President of Service.

The way I look at the role is that we are there to help the plan sponsor and the participants get the most out of their retirement plan.

B-Roll shot of Alex Queen talking on headset in office setting.

And plan sponsors find themselves in a quagmire different groups don’t know where to go, who to turn to and when. The retirement counselor role that we have is really the primary point of contact. The accountability for service and is the direct point of contact for the plan sponsor. The retirement counselor will play the quarterback role moving the plan from the existing platform to ours.

B-Roll video montage: Retirement counselors meeting and collaborating with small and mid-sized business owners and their employees.

And, the role of the Retirement Counselor goes far beyond the conversion of your plan. Once your plan is up and running your Retirement Counselor remains dedicated to assisting you and your employees.

Alex Queen speaking to the camera

We support the plan sponsor in a myriad of ways, from day to day administrative or operational questions, concerns, issues that come up, help support them in the needed disclosures and notices that have to go out to employees, help them to keep track of newly eligible employees and reach out to them to help educate them and enroll them.

B-Roll video montage: Retirement counselors meeting and collaborating with small and mid-sized business owners and their employees.

Your Retirement Counselor also helps you navigate your fiduciary responsibility which can help reduce your personal liability.

Alex Queen speaking to the camera

Folks don’t realize this but as a plan sponsor you actually take on personal liability and fiduciary responsibility for your plan. So we take a lot of that burden off the shoulders of plan sponsors as we work as a 3(38) investment manager. Which really alleviates a lot of that burden on the investment side of things, but we also support them on their day to day due diligence and their really direction which is to always act in the interests of participants and to act with prudence.

Full screen graphic that reads “Your retirement counselor: A dedicated Resource”

Below that reads Education and ongoing personalized support for you and your employees.

Liaison between you and plan partners for smooth service.

Coordination from a single point of contact to accomplish your service needs.

Fisher Investments Retirement Counselors are experienced, retirement planning professionals that specialize in the unique challenges faced by small to medium size businesses.

Alex Queen speaking to the camera

At the end of the day, just be that singular point of contact to navigate what is a really confusing and complicated landscape, sponsoring a retirement plan.

White slides over the screen covering it. Fisher Investment 401(k) Solutions logo fades on to the screen.

Call us to secure a Fisher 401(k) Solutions Retirement Counselor for your business– and experience the Fisher Advantage.

Fisher Investment 401(k) Solutions logo fades on to the screen.

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