Fisher\SMB™ Information

Fisher\SMB™ is a leading retirement plan adviser that specializes in small and medium-sized businesses, offering the hands-on support and tailored solutions needed to help business owners and plan administrators save time, reduce risk, and set their employees up for a comfortable retirement. Since our founding in 2014, our mission has been to help businesses navigate the complexities of offering an employer-sponsored retirement plan by providing the same level of expertise, investment quality, and dedicated employee service that larger corporations enjoy. This commitment has made us the fastest-growing retirement plan adviser of our kind.¹ ¹Fisher Retirement Solutions, LLC dba Fisher\SMB, is the fastest growing multi-office direct contribution plan advisor serving plans with average plan assets <$40 MM (AUM). Growth calculated using data collected by the National Association of Plan Advisors (NAPA), comparing 2022 - 2024 ending AUM. Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. 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. ©2025 Fisher Retirement Solutions