Employer Services

Fisher provides services that others can’t or won’t.

Explore Services

Fisher 401(k) Solutions redefines what it means to be a partner in retirement by offering a range of services that other providers can’t or won’t provide.

Investment Solutions

Learn More

Employee Services

Learn More

Administrator Support

Learn More

Fiduciary Services

Learn More

Investment Solutions

From ‘Do It for Me’ to ‘Do It Myself,’ Fisher offers a wide variety of investment solutions to meet the needs of plan participants.

Visual	Audio
Upbeat music	Fisher Investments® 401(k) Solutions
Female Voice: “At Fisher Investments, we provide services others can’t or won’t provide like superior plan and investment guidance from do it for me, to do it myself Fisher offers a wide variety of investment solutions to meet the needs of plan participants. For those who prefer a hands-off approach and do not want to be involved in the selection and management of their investments, Fisher will implement an investment plan based on each participant’s age. For those looking for a guided approach to investment selection, Fisher will provide ongoing asset allocation guidance to support participants in their investment management. For experienced investors who prefer to develop their own plan, Fisher will provide an education based approach to help participants create their investment plan. For sophisticated investors who have the knowledge and time to dedicate to research, or are working with a personal investment advisor, Fisher can support a self-directed brokerage account with over 16,000 funds and stocks to choose from.
No matter what investment solution you choose, Fisher Investments is with you every step of the way.	Fisher Investments 401(k) Solutions. © 2021 Fisher Investments. Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement.

MUST-SEE ONE-MINUTE VIDEO

Employee Services

Our high-touch wealth-generating employee service model enables better employee outcomes.

Visual	Audio
Upbeat music	Fisher Investments® 401(k) Solutions
Female Voice: “You want your employees to be setup for a successful retirement. While many advisors offer cookie-cutter group education and enrollment meetings, Fisher offers one on one enrollment sessions where retirement counselors meet to help participants create an investment strategy that is unique to their individual goals and provide guidance to help participants to tailor asset and sub asset allocation based on their individual goals. As a result Fisher46%* higher participation and 80%* higher deferral rates.	*Average increases as of 12/31/2021
Improvements in participation and savings rates have huge impacts over time. Schedule a consultation to learn more about how Fisher can help your employees save more toward their retirement goals.	Fisher Investments 401(k) Solutions. © 2021 Fisher Investments. Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement.

Administration Support

Our services focus on doing everything we can for you. From acting as a single point-of-contact for your plan to selecting investments, we provide services that many other providers can’t or won’t provide.

Visual	Audio
Upbeat music	Fisher Investments® 401(k) Solutions
Female Voice: “There are two models for managing communication with retirement plan vendors. A typical plan advisor offers a do-it-yourself approach to administrative support where not only do you, or the plan sponsor, have to coordinate with a plan advisor, but you also have to troubleshoot retirement plan issues with your payroll provider, ERISA compliance provider, record keeper, plan participants and the third party administrator. Fisher offers a Do It For You solution. Which focuses on doing everything we can for you. From acting as a single point of contact for your plan, to fielding participant questions. We provide services that many other advisers can’t or won’t provide and if we can’t do it for you, we’ll be there each step of the way to do it with you.
Schedule a consultation to learn more.	Fisher Investments 401(k) Solutions. © 2021 Fisher Investments. Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement.

Fiduciary Services

As a 3(38) Investment Manager, we have incentive structures that are aligned with your success. No revenue sharing, no kickbacks, or commissions. When you do better, we do better.

Visual	Audio
Upbeat Music	Fiduciary Services Fisher Investments® 401(k) Solutions
The volume of the music is reduced. Male Voice: “What is a Plan Fiduciary? A retirement plan fiduciary is a person or company that is legally required to make decisions that are in the best interests of a retirement plan.”	A man dressed in a suit speaks to the camera. A flyout in the lower left corner identifies him as Ian Epstein, National Director of Retirement Plan Consultants
When hiring a plan advisor, you typically have three options: 1.) Hire a 3(38) Investment Manager 2.) Hire a 3(21) Plan Advisor; or 3.) Hire a Non-Fiduciary Advisor	A white background flies in from the left appears with green text that reads: When hiring a plan advisor, you typically have three options: 1. Hire a 3(38) Investment Manager 2. Hire a 3(21) Plan Advisor 3. Hire a Non-Fiduciary Investment Advisor The flyout stays on screen for several seconds and then disappears.
“A 3(38) Investment Manager takes on the full responsibility of managing the investment lineup and has discretion to make necessary changes. In doing so, the 3(38) Investment Manager takes on the primary fiduciary responsibility for investment decisions and is legally obligated to make decisions in the best interest of their clients.” “A 3(21) Plan Advisor makes investment decisions but leaves the ultimate decision and liability to you the plan sponsor. A 3(21) Plan Adviser shares some of your legal liability by acting as a co-fiduciary.” “A non fiduciary advisor typically works for an insurance or investment company, recommends investments thay they believe are suitable to you as their client, but they are not held to the same standard as a fiduciary.”	A white background appears with a chart with 4 columns that read: Non-Fidudciary Plan Advisor, 3(21) Plan Advisor (Co-Fiduciary), Typical 3(38) investment Manager (Fiduciary) and Fisher 3(38) Investment Manager (Fiduciary Plus) The flyout stays on screen for several seconds and then disappears.
“So, why is it important to hire a 3(38) Manager like Fisher?”	A white background flies in from the left appears with green text that reads: Why is it important to hire a 3(38) Investment Manager like Fisher? The flyout stays on screen for several seconds and then disappears.
“We constantly monitor fund performance because few funds stay at the top of their category over time. For example, over a single five-year period, only about 15% of domestic equity funds that performed in the top half of their category in 2017 were able to maintain that status annually through 2021.”	The camera goes back to the man as he continues to speak.
“Fisher also offers additional services that many 3(38) Investment Managers don’t provide such as:” • Incentive structures that are aligned with your success (no revenue sharing) • We offer help creating and maintaining a fiduciary audit file for you We offer fiduciary education for the plan committee	A white background flies in from the left appears with green text that reads: • Incentive structures that are aligned with your success • Help creating and maintain a fiduciary audit file • Fiduciary education for the plan committee The flyout stays on screen for several seconds and then disappears.
“Fisher works for you—not for kickbacks—and puts our focus on growing your wealth. Fisher won’t compromise your earning potential to make a quick buck. We focus on quality over the long term because we understand how big a difference this approach makes for you when it’s time to retire.”	The camera goes back to the man as he continues to speak.
The volume of the upbeat music increases.	A white background slides in from the right. Fisher Investment 401(k) Solutions logo fades on to the screen.
The music continues to play.
The music fades out.	The screen fades to black.