Retirement Plans
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401(k) Plans
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403(b) Plans
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Cash Balance Plans
401(k) Plans
At Fisher Investments we specialize in tailoring retirement plan solutions to address the unique needs of your company. Our superior investment guidance, do-it-for-your service model, and robust employee education combine to deliver measurably better results--ultimately setting your employees up for a comfortable retirement.
403(b) Plans
At Fisher Investments we understand the unique needs of non-profit organizations, and we specialize in tailoring retirement plans to address each organization's specific goals. Our superior investment guidance, do-it-for-your service model, and robust employee education combine to deliver measurably better results--ultimately setting your employees up for a comfortable retirement.
Cash Balance Plans
A Cash Balance Plan is a powerful tool that can be used alongside a 401(k) to help high-earning business owners reduce their tax bill by over $150k per year. At Fisher Investments we specialize in tailoring Cash Balance Plans to address the unique tax needs of high-earning business owners.
401(k) vs. 403(b)
The two most common retirement plans for nonprofit organizations are 401(k) and 403(b). These plan types are similar, but also have some differences. Because non-profit organizations have the option of sponsoring either a 401(k) or a 403(b) we've created a guide to help sponsors understand how these plans work, and the pros and cons of each.
Cash Balance
A Cash Balance Plan is a type of retirement plan that is used alongside a 401(k) to help high-earning business owners to maximize their retirement savings and minimize tax liability. Cash Balance plans can be complex, so we've created a guide to help plan sponsors understand this powerful tool, including a Cash Balance FAQ section.
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Retirement Plan Case Studies
Safe Harbor Case Study
There are many ways to tailor a 401(k) to meet the unique needs of a company. This case study explores adding a Safe Harbor to optimize a 401(k) Plan.
403(b) Case Study
Non-profit organizations often face specific obstacles when it comes to retirement plans. This case study explores an example of how avoiding a common 403(b) mistake can set employees up for success.
Cash Balance Case Study
We specialize in tailoring retirement programs to address the unique goals of our clients. This case study explores an example of how a high-earning business owner can leverage the power of a Cash Balance Plan to reduce their tax bill by over $150k per year.
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One of our 401(k) business specialists would love to talk to you about your companyβs retirement plan needs.
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