Douglas Fisher Email & Phone Number

4245 N. Fairfax Dr. Suite 750, Arlington, Va 22203

Leading retirement and tax reform policy development for the American Retirement Association and affiliated organizations.

Greater Boston Area

OVERVIEW:Promoted to lead the Retirement Policy Development and Thought Leadership teams in the Workplace Investing business. Led team of 8 researchers, writers, and policy development experts. Developed the organization-wide points of view on retirement savings and health policy points that directly impacted product and service offerings. Provided the research that led to Fidelity increasing its win rate and rebid rates against leading competitors, as well as improving its market share in the retirement field to nearly 30%.HIGHLIGHTS:☑ Influenced redesign of Fidelity.com (millions of daily visitors), including integration of behavioral finance decision-making, by publishing groundbreaking research with the Stanford Center of Longevity.☑ Developed industry-first, game-changing research (“X Factor”) on quantifying savings needs “rules of thumb” for investors of all ages, leading to redesign of Fidelity’s marketing approach to retirement savings affecting millions of investors. Applied “X Factor” savings concept to actual retirement plan designs.☑ Served as the external face of Fidelity at national conferences, policy forums, quarterly client forums, and sales/relationship management meetings (avg. of 30 engagements annually), including: SHRM, Institutional Investor, NAPA, Bloomberg; Money Watch, EBN, Ignites, P and I, Wall Street Journal.☑ Visited over 65 of the company’s Fortune 500 clients, including meetings with 100s of financial advisors and business partners, to promote Fidelity’s market leadership and cross-sell services.☑ Earned the Hermes Gold Award for Fidelity’s “Health Meets Wealth” vision paper; the 1st publication on the topic, “Vision 2020,” laid out a strategy for integrating health savings accounts with retirement savings to achieve improved outcomes for plan sponsors, advisors, and investors.

Boston

OVERVIEW:Brought on board to launch and grow Fidelity’s Federal Government Relations organization in Washington, D.C. Aligned organizational efforts towards Fidelity’s critical goal of increasing its brand in the area, including the development of Fidelity as one of the top retirement brands in D.C. Formulated and executed the federal government relations strategic plan, including legislative and regulatory strategies, for Fidelity’s senior leadership team; advised leaders on D.C. engagement.HIGHLIGHTS:☑ Formed and led Fidelity 1st-ever Government Relations function (Fidelity is the 1st mutual fund to establish its own policy development and advocacy division within the industry).☑ Monetized Government Relations by integrating a Sales and Rebid Support Center that provided RFP assistance, D.C./policy updates, and planning opportunities for Fortune 1000 clients, prospects, and business partners. Provided a clear market differentiator for Fidelity’s most important and profitable clients. ☑ Worked with the Department of Labor in drafting the 1st 401(k) default investment regulation proposal in 2007, with Fidelity becoming the market leader in providing target date funds for retirement plans (Fidelity drafted regulations to benefit market leadership in this area).☑ Conceptualized, developed, and rolled out firm-wide Communications Program to inform and actively engage over 30K Fidelity associates in the company’s policy work in D.C.☑ Expanded Fidelity’s Political Action Committee’s outreach and funding efforts, increasing PAC receipts 3x. - Shaped 100s of 401(k) provisions with the passage of the Economic Growth Tax Relief Reconciliation Act (EGTRRA) in 2001. - Played key role in drafting and passing the 1st electronic delivery law for investor communications. - Grandfathered the Fidelity federal thrift plan charter to prevent elimination by Congress.

Washington D.C. Metro Area

OVERVIEW:Served as a Benefits Tax Counsel to the Chairman and Committee members on tax, retirement, health care, and insurance policy matters. Leveraged ability to think broadly and creatively in developing/drafting 100s of retirement, health care, and insurance pieces of legislation (including 4 major legislative initiatives). Modernized laws that are still in effect todayHIGHLIGHTS:☑ Created and contributed to a number of the most popular programs within the abovementioned categories, including:★ Roth IRA – an individual savings program for younger and moderate income earners.★ 529 College Savings Plan – a tax-preferred college savings account.★ SIMPLE Retirement Plan – easy-to-follow retirement plan for small businesses.★ Medical Savings Account – predecessor to the current Health Savings Account (HSA).★ The Balanced Budget Act of 1997 – created revenue sources for founding balanced budget.★ The Health Insurance Portability and Accountability Act of 1996.★ Small Business Jobs Protection Act of 1996.

Portland, Oregon Area

OVERVIEW:Drafted a variety of retirement plans for small and medium businesses, including 401(k)s, defined benefit plans, and non-qualified plans. Consulted with owners and leaders within small businesses to provide expertise on general corporate matters, including formation, operations, budgeting, and risk management factors.HIGHLIGHTS:☑ Served as a frequent speaker for the Oregon State Bar and trained attorneys as well as accountants in employee benefits laws. Edited treatise on benefits laws (published by partner).☑ Increased the client base and revenues each year of tenure, expanding the business into general corporate work and commercial transactions to facilitate growth

Juris Doctor (J.D.)

Business, Accounting