Matthew Fisher
Retirement Plan Sales Consultant @Alerus Retirement Solutions
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WORK HISTORY
Retirement Plan Sales Consultant @Alerus Retirement Solutions
US
Thirty years of client facing experience with corporate and non-profit retirement plans. At Alerus I partner with Retirement Plan Advisors in the Mid-Atlantic region (PA, NJ, MD, DE, DC, and upstate-NY) to provide recordkeeping services to plan sponsors and TPAs. Alerus\' services include- Recordkeeping all sizes and types of retirement plans, including: 401(k), 403(b), PEPs, ESOP, 457, NQP, Cash Balance, start-ups, etc- Open Architecture with over mutual funds, CITs, ETFs, etc- Model Portfolios with static and glide path allocations- Advisor Managed Accounts.
EDUCATION
Drexel University
Bachelor of Science - BS, Accounting and Finance
John Carroll Highschool
Highschool
SKILLS
ABOUT MATTHEW FISHER
Partnering independent advisors and plan administrators to provide retirement plan recordkeeping services to plan sponsors and participants. 401(k)/PS, 403(b), 457, NQP, ESOP, and start-ups.
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