How Does Fisher\SMB Select Funds for a 401(k) Plan?
Fisher\SMB™ analyzes over 25K funds to find the best options for our fund lineup and provides rigorous ongoing fund monitoring.
- “Best-in-breed” 3(38) investment manager (as recognized by the Center for Fiduciary Excellence1)
- Access to open architecture funds and institutional share classes
- 72% lower fund fees2
| Visual | Audio |
|---|---|
| Dots and Title appear. “25,000+ initial fund possibilities | Music Plays |
| Funnel Builds from top down, swipe from right, then text appears next to section. “Category Selection” is written on the first section of the funnel. “Select appropriate investment strategies” appears next to the funnel. | Music Plays |
| The background builds leading to next section of funnel, text appears on the right and continues until funnel is built | Music Plays |
| Continuous Process Review appears and starts to rotate counter clockwise. The title of each section of the funnel read “Active or passive”, “Fund analysis” and “FIT Review”. Next to each read respectively, “Add value thorugh active or passive management,” “Identify best-in-class funds,” and “Curate a fund lineup to meet client objectives. | Music Plays |
| Dots animate and fall through the funnel | Music Plays |
| “Select Funds” Appears at the bottom of the funnel and hangs on balls falling for 5 seconds | Music Plays |
| Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions™, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions | Music Fades out |