A 2020 Top Retirement Adviser

Presented By

Financial Times

Recipient

401(k) Solutions

Years Awarded

2017, 2018, 2019, 2020

Fisher Investments’ 401(k) Solutions was recently named one of Financial Times 401 Top Retirement Advisers for 2020. The award recognizes qualified adviser selected by the Financial Times based on a variety of factors, including years of experience and industry certifications. With over $1 billion* in retirement-plan assets, Fisher Investments 401(k) Solutions ranked among the elite plan advisers on this year’s FT 401 list.

Fisher Investments has been providing advisory services to private clients for over 30 years, and in 2014, the firm launched 401(k) Solutions, which is solely focused on providing retirement plan services to small- and medium-sized businesses. Fisher 401(k) Solutions has grown steadily since inception and over 25,000 individuals currently participate in a plan served by the business.

“We’re honored to be named on the Financial Times Top 401 Retirement Advisers list,” said Nathan Fisher, Fisher Investments 401(k) Solutions’ founder and Senior Executive Vice President. “This recognition is a testament to our dedication to providing top-notch retirement solutions, service and education for our clients and their valued employees and retirees.”

Damian Ornani, Chief Executive Officer of Fisher Investments, added, “We’re proud of 401(k) Solutions’ commitment to providing unparalleled service to thousands of plan participants—helping them achieve a dignified retirement—and bettering the investment universe along the way. There is an enormous opportunity to provide high-quality 401(k) plans and advisory service to small- and mid-sized companies, and our rapid growth is evidence of the value we bring to our clients.”

401(k) Solutions leverages Fisher Investments’ more than 40 years of experience and unique service model to provide superior retirement plan services to small- and mid-sized businesses. They provide innovative, customized investment solutions; administrative support; personalized education and more for plan sponsors and their participants. To learn more about Fisher 401(k) Solutions, please visit www.fisher401k.com.

Advisers were selected based on criteria including 401(k) assets under management, specialization in the 401(k) business, growth rate and plan participation rate.

*As of 9/30/20