Administrator Support

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

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A Do-It-For-You Solution

Single Point-of-Contact

Streamlined Payroll & Administrator Support

End-to-End Plan Transition Management

Single Point-of-Contact

Our servicing solutions focus on doing everything we can for you. We act as the single point-of-contact for all plan servicing needs and employee questions while providing ongoing plan management support, including plan compliance testing and benchmarking.

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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.

Streamlined Payroll and Administrator Support

As a Fisher client, we will help you establish and streamline your payroll process with your record keeper and payroll provider.

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Upbeat music	Fisher Investments® 401(k) Solutions
Female Voice: “Managing payroll contributions is one of the biggest headaches that comes with administering a retirement plan. Not only is this process time consuming and manual, but it has high room for error. Fortunately, there is an easier way. Using payroll integration in your retirement plan can make managing your plan much simpler. Fisher clients have access to payroll integration which allows your payroll and 401(k) providers to communicate seamlessly without you having to be the go between. We will assist you with payroll integration, setup, training and coordination saving you time, effort and reducing your risk. Schedule a consultation to learn more about how Fisher can help you and your business.
	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.

End-to-End Transition Management

Fisher will assist you every step of the way during the plan conversion and implementation process to ensure a smooth transition. That’s why 94% of our clients ranked us “Best-in-Class” for overall satisfaction and easy to do business with.

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Female Voice: “Changing 401(k) record keepers can be a daunting task that often takes months of time and energy to oversee but it doesn’t have to be this way. At Fisher, we specialize in facilitating seamless record keeper transitions that are painless for the plan sponsor. We do this by providing a dedicated retirement plan counselor and onboarding coordinator. They will oversee every step of the plan transition and act as a liaison between your prior record keeper and new record keeper. This streamlined process saves you time and eases your burden allowing you to focus on what matters most, your business.
	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.