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8 Questions to ask when evaluating a plan advisor

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Employee Services

Fisher’s wealth generating services enable better participant outcomes.

Proactive Plan Enrollment

We offer one-on-one onsite plan enrollment meetings. Employees who are unable to attend the 401(k) enrollment day (or who are newly eligible) will receive a personal follow-up call to ensure that they have an opportunity to enroll and start saving.

One-On-One Guidance

Retirement planning isn’t easy to understand. We know that your employees aren’t all investing experts—and they don’t have to be. Our team of 401(k) specialists help employees create an investment and asset allocation strategy unique to their individual goals.

Wide Range of Investment Solutions

No two employees are alike. From ‘Do It for Me’ to ‘Do It Myself’, Fisher offers a wide variety of investment solutions to meet the needs of your employees.

Multilingual Service

Fisher offers service support in English and Spanish, and translation services for other languages. Enrollment meetings and written materials may also be available in the language of your preference.


COMPLIMENTARY 401(k) provider evaluation checklist

Questions to Ask When Evaluating a Plan Advisor

Find out the 8 most critical question to ask when evaluating a new plan advisor for your business.

Download the Checklist

Contact Us

One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.

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(877) 626-0277

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