Small Business Benefits

Are you a small-business owner offering a retirement plan to your employees?

Imagine delegating that responsibility to us, reducing your liability so you can focus on what matters most: running your business. We offer ERISA retirement plan services to business owners using the same investment methodology we currently use for individual clients.

Lean on the Experts

The simplest way to protect your company’s retirement plan is a 3(38) fiduciary investment manager. We handle many of the challenges that come with monitoring your ERISA plan. We’ll take on the fiduciary role and responsibility for your plan’s investment lineup, staying current on changing regulations and compliance.

Who we serve

We typically serve businesses with 2 to 500+ employees, including the following:

  • Medical practices
  • Law firms
  • Construction/Trades companies
  • Government contracting firms
  • Manufacturing companies
  • Creatives

The types of plans we specialize in are:

  • Group Life
  • Voluntary Benefits
  • 401(k)
  • 403(b)
  • Profit-Sharing
  • Defined Benefit
Contact us to learn more and to get started today.

More Services

Career Solutions
Strategies for Career Development
Family Matters
Planning Ahead for Your Family
Portfolio Management
Professionally Managed Portfolios

Latest News

Potential Tax Benefits of HSAs
by Glenn Fischer on Nov 11, 2021
Daylight Savings Time Reminder
by Glenn Fischer on Nov 06, 2021
Selling Investment Property
by Glenn Fischer on Oct 28, 2021
Market Volatility
by Glenn Fischer on Oct 27, 2021
How Can I Catch Up On Saving?
by Glenn Fischer on Oct 24, 2021

Want to Know More?

Click the button below and see what Fischer Wealth Advisors's services can provide for you.

Book a Consultation