Choose Your Plan Type
Fisher 401(k) Solutions supports a wide range of retirement plan types for
businesses, governments and non-profits.
Fisher supports 403(b) 9 plan types for non-profits as well as add-on plans like Non-Qualified Defined Contributions (NQDCs), HSAs and more
Fisher supports 401(k) plans for small businesses (<$20MM plan assets), as well as add-on plans like Cash Balance, NQDC, ESOPs, and more
Fisher supports 401(k) plans for larger businesses (<$20MM plan assets), as well as add-on plans like NQDC, ESOPs, Defined Benefit plans, and more
Fisher supports 457(b) and 401(a) plans for government entities, as well as add-on plans like 457(f), NQDC, HSAs, and more
Choose Plan Services
Fisher provides services that other providers can't or won't provide.
|<10 Employees||10-100 employees||>100 employees|
|Options for Roth, Safe Harbor, employer match, vesting, eligibility, and loans||Yes||Yes||Yes|
|Supports add-on plan (eg. Cash Balance, ESOP, NQDC)||No||Yes||Yes|
|Supports after-tax contributions||No||Yes||No|
|Fisher Investments acts as 3(38) Investment Manager||Yes||Yes||Yes|
|Fund line up can include Fisher-managed CIT funds and actively managed funds||No||Yes||Yes|
|Self-Directed Brokerage Account Option||No||Yes||Yes|
|Ongoing plan management support, including help with payroll, compliance testing, benchmarking, and audit file||Yes||Yes||Yes|
|Service guarantee that includes a fee waiver||Yes||Yes||Yes|
|Single point of contact for all plan servicing needs||No||Yes||Yes|
|Fiduciary education for plan committee||No||No||Yes|
|Proactive analysis of supplemental plan types||No||No||Yes|
|Proactive recordkeeper RFP||No||No||Yes|
|One-on-one meetings available for all employees||Yes||Yes||Yes|
|Spanish (and other language) support available||Yes||Yes||Yes|
|Proactive outreach to newly eligible employees||No||Yes||Yes|
|Onsite servicing available||No||Yes||Yes|
|Dedicated retirement counselor||No||Yes||Yes|
|3(21) Participant Advice option||No||No||Yes|
|Get Pricing||Get Pricing||Get Pricing|
Additional Retirement Resources
We specialize in tailoring retirement plan solutions that help your employees succeed.
Fisher 401(k) Solutions redefines what it means to be a partner in retirement by offering a range of services that other providers can't or won't provide.
As one of America's top advisers, Fisher offers a wide variety of investment solutions to meet the needs of plan participants.