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.

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Upbeat Music	Proactive Enrollment Fisher Investments® 401(k) Solutions
The volume of the music is reduced. Female Voice: “Hi, I’m Itati Tapia and I work in Retirement Services. At Fisher Investments we are passionate about helping American workers get on track to retire comfortably. That’s why we deliver a unique high-touch participant service model to help our clients achieve their retirement goals. One example of this is our proactive outreach for enrollments. When we get started with a new plan, our dedicated service team proactively reaches out to all eligible employees and offers to meet with them to make sure each one understands how to use their retirement plan. We do the same for all newly eligible employees over the course of the year. The goal of these calls is to personally walk employees through the enrollment process, address any questions they have about the plan, retirement savings, or investments, and help them make positive financial decisions.	A woman dressed in a navy dress speaks to the camera. A flyout in the lower left corner identifies her as Itati Tapia, Retirement Services Support Leader
This proactive outreach can have a tremendous impact on participant outcomes. In fact, plans who hire Fisher see on average a: 46% higher participation rates, and an 80% higher savings rates. This is just one way our high-touch participant service model enables better participant outcomes	A white background flies in from the left appears with green text that reads: Plans who hire Fisher see on average: 46% higher participation rates1 80% higher savings rate2 1. Average increase in employee participation rates as of 01/01/22 The flyout stays on screen for several seconds and then disappears.
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The music continues to play.	DISCLOSURES GOES HERE
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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.

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Upbeat music	One-on-One Plan Guidance Fisher Investments® 401(k) Solutions
The volume of the music is reduced. Female Voice: “Hi, I’m Ashely Butz and I’m a Retirement Counselor.” “Here at Fisher Investments we are dedicated to serving small business retirement plans. One of the things that sets us apart is our high-touch participant service model. Our unique service model is tailored specifically to help your employees get on track to retire comfortably.”	A woman dressed in a black dress and grey blazer speaks to the camera. A flyout in the lower left corner identifies her as Ashley Butz, Retirement Counselor The flyout remains on-screen for a few moments before sliding back out to the left.
“One of the most impactful participant services we deliver is one-on-one plan guidance. This means our specialized service team is available to meet individually with each of your employees to talk to them about: a. Retirement goals b. Selecting a savings rate, and c. Choosing investments to support their retirement goals	A green flyout appears from the lower left with: Our specialized service team is available to meet individually with each of your employees to talk to them about: Retirement goals Selecting a savings rate Choosing investments to support their retirement goals. The flyout remains on-screen for a few moments before sliding back out.
“We are proud to offer this unique service because it is so impactful when it comes to improving participant outcomes. In fact, plans who hire Fisher see on average: 46% higher participation rates, and 80% higher savings rates” “It’s wealth-generating results like this that truly help your employees achieve the retirement they deserve.”	A white background flies in from the left appears with green text that reads: Plans who hire Fisher see on average: 46% higher participation rates 80% higher savings rate *Average increase in employee participation rates as of 01/01/22 The flyout stays on screen for several seconds and then disappears.
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The music continues to play	Fisher 401(k) Logo Fisher Investment 401(k) Solutions logo fades on to the screen.
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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.

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Fisher Investments® 401(k) Solutions	Upbeat music
	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.
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.	No matter what investment solution you choose, Fisher Investments is with you every step of the way.

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.

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Upbeat Music	Servicios Multilingües Fisher Investments® 401(k) Solutions
En Fisher Investments estamos apasionados con educar a personas de todo tipo de origen acerca de la jubilación y otros temas financieros. Una manera de cómo hacemos eso es ofreciendo a empleados recursos y comunicación en español.	A man dressed in a gray blazer speaks to the camera. A flyout in the lower left corner identifies him as Armando Neri, Consejero de jubilación The flyout stays on screen for several seconds and then disappears.
Por ejemplo, durante el proceso de incorporación, nuestros consejeros de jubilación proporcionan una presentación en español a sus empleados en su sitio de trabajo o a través de video en línea. Después de la presentación, sus empleados tienen acceso a nuestros representantes bilingües, quienes proveen apoyo individual para ayudar a sus empleados entender los detalles del plan de jubilación, inscribirse o revisar sus cuentas si ya están inscritos, y hablar de inversiones y otros temas financieros. A partir de ahí, empleados tienen acceso continuo a recursos en español, incluyendo servicio de asistencia atendido por representantes bilingües quienes pueden ayudar a sus empleados con preguntas y peticiones, incluyendo acceder sus cuentas en línea. También ofrecemos materiales educativos en español, incluyendo videos y documentos acerca de varios temas financieros. Empresas con empleados de habla hispana a menudo tienen dificultades motivándolos a inscribirse en el plan, y dificultades con encontrar proveedores de servicios que pueden ayudarlos. En Fisher 401(k), entendemos la necesidad de educar a esta comunidad y ayudarles a conseguir el éxito financiero que se merecen.	Presentación en Español en su Sitio de Trabajo o a través de Video en Línea • Entender Detalles del Plan de Jubilación • Inscribirse o Revisar sus Cuentas si ya Están Inscritos • Hablar de Inversiones y otros Temas Financieros • Acceso Continuo a Recursos en Español • Incluyendo Servicio de Asistencia Atendido por Representantes Bilingües • Ayuda con Pregunta• Acceder sus Cuentas en Línea
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.	Invertir en el mercado de valores conlleva el riesgo de perdida. Este video es solamente para uso de empleadores considerando o patrocinando un plan de jubilación; no es para uso personal de participantes del plan de jubilación. © 2022 Fisher Investments© 2022 Fisher Investments
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