Redefining What it Means to be a Partner
We specialize in tailoring 401(k) plans that set you, your business, and your employees up for success.
Investment Solutions
As one of America’s top advisers, Fisher offers a wide variety of investment solutions to meet the needs of you and your employees. We will work with you to optimize your retirement program and provide flexible investment solutions, superior fund management, and ongoing investment guidance to maximize wealth creation.
Employee Services
Fisher redefines what it means to be a partner in retirement by offering a wide range of employee services that other providers can’t or won’t provide: proactive plan enrollment, one-on-one guidance, flexible investment solutions, and multilingual servicing.
Administrator Support
Administering your company’s retirement plan can be complex and confusing. With plan compliance, managing payroll contributions, and handling plan-related employee questions, there’s a lot on your plate. At Fisher, you’ll receive a dedicated retirement counselor to help you every step of the way.
Fiduciary Services
Fisher is certified in “Fiduciary Excellence” by the Center for Fiduciary Excellence. As a 3(38) Investment Manager, Fisher takes on the full responsibility of managing the investment lineup and has discretion to make necessary changes. Fisher works for you—not for kickbacks—and puts our focus on growing your wealth.
MUST WATCH VIDEO
First Class for the Price of Economy
We are champions for the needs of small businesses. And because we specialize in small business retirement plans, we have the knowledge, resources, and clout to help you get more out of your vendors without increasing costs. It’s like moving from economy to first class at little or no additional cost.
| Visual | Audio |
|---|---|
| Fisher Investments 401(k) Solutions logo at the top Text animates onto the screen: The Fisher Investments Retirement Counselor: Your Dedicated 401(k) Resource. | The Fisher Investments 401(k) Solutions Retirement Counselor, yet another example of the Fisher Advantage. |
| Cut to a warehouse scene where managers and employees are busy discussing and filling orders. | For small to mid-sized business owners, it can be challenging… |
| Cut to a group of professionals gathered to hear a presentation in a comfortable office setting. | … to get support from your 401(k) service provider. |
| Cut to professionals walking through the lobby of an office building and greeting a group that was waiting to meet with them. | At Fisher Investments 401(k) Solutions, we have a unique service model designed specifically… |
| Cut to a small, informal meeting in a glass office, one person standing in the doorway. | … for small to mid-sized businesses… |
| Cut to men in yellow hardhats standing in a warehouse and discussing images on a tablet. | … that features a dedicated resource for your business: |
| Cut to a man on a headset, talking and smiling | the Fisher Investments Retirement Counselor. |
| Cut to Alex sitting in a glass office. The text on screen reads: Alex – Fisher Investments Retirement Counselor and Vice President of Service | The way I look at the role is that we are there to help the plan sponsors and participants get the most out of their retirement plan. |
| Cut to Alex, walking in an office as he talks on a headset. | And plan sponsors find themselves in a quagmire. |
| Cut to Alex again sitting in a glass office. | Different groups don’t know where to go who to turn to when. The Retirement Counselor role that we have is really the primary point of contact… |
| Cut to Alex standing in front of a monitor as he talks into a headset. | … the accountability for service and is that direct point of contact… |
| Cut to Alex again sitting in a glass office. | … for plan sponsors… |
| Cut to two women smiling and discussing retirement plan details. | … the retirement counselor will play a quarterback role, moving the plan |
| Cut to Alex again sitting in a glass office. | … from existing platform to ours. |
| Cut to a man discussing details shown on paper with two women. In front of them is a laptop and three coffee cups. | And the role of the retirement counselor goes far beyond the conversion of your plan. |
| Cut to a man in a conference room standing in front of a whiteboard as he gives a presentation to five people. Each person has a sheet of paper in front of them. | Once your plan is up and running, your retirement counselor remains dedicated… |
| Cut to a man in a suit smiling and talking to a man in a white hardhat. In the background, a forklift is moving a pallet of boxes. | … to assisting you and your employees. |
| Cut to Alex again sitting in a glass office. | We support the plan sponsor in myriad ways, from day-to-day administrative or operational questions, concerns, issues that come up, help support them in the needed disclosures and notices that have to go out to employees, help them keep track of newly eligible employees and reach out to them to help educate them and enroll them. |
| Cut to Alex standing in front of a monitor as he talks into a headset. | Your Retirement Counselor also helps you navigate your… |
| Cut to a man in a tie and a woman in overalls looking at a computer monitor in a work setting. He is explaining a concept as she nods along. | … fiduciary responsibility… |
| Cut to two men in suits sitting at a conference room table and discussing what they see on an electronic tablet. | … which can help reduce your personal liability. |
| Cut to Alex again sitting in a glass office. | Folks don’t realize this but as a plan sponsor you actually take on personal liability and fiduciary responsibility for your plan. So, we take a lot of that burden off the shoulders of plan sponsors as we work as a 3(38) investment manager, which really alleviates a lot of that burden on the investor side of things, but we also support them on their day-to-day due diligence and their, really, direction, which is to always act in the interest of participants and to act with prudence. |
| Cut to a white screen with text animating in: Your Retirement Counselor: A Dedicated Resource Education and ongoing personalized support for you and your employees. Liaison between you and plan partners for smooth service. Coordination from a single point of contact to accomplish your service needs. | Fisher Investments Retirement Counselors are experienced retirement planning professionals that specialize in the unique challenges faced by small to medium-sized businesses. |
| Cut to Alex again sitting in a glass office. | And at the end of the day, just be that singular point of contact to navigate what is a really confusing and complicated landscape sponsoring a retirement plan. |
| Cut to a close-up profile view of Alex smiling and talking to an investor on his headset. | Call us to get a Fisher Investments… |
| Cut to a man sitting in a chair holding a booklet. A woman stands next to him and is explaining a key concept. | …401(k) Solutions Retirement Counselor for your business… |
| Cut to the Fisher Investments 401(k) Solutions logo at the top Text animates onto the screen: Get the Fisher Advantage. Disclosures read: (c)2017 Fisher Investments. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Investing in securities involves the risk of loss. | … and experience the Fisher Advantage. |
Contact Us
One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.
Call Us
(877) 626-0277
