Maximize Your 401(k) Investments

Twenty years of average or below average investment performance can cost you and your employees hundreds of thousands of dollars at retirement. Is that a price you are willing to pay?

1% More Can Mean 15+ Extra Years of Spending

Improving your investment performance by just 1% can make a huge difference in your retirement savings.

Heads Up!

This tool works best when using a desktop computer

Reset form?

This will completely remove all fund tickers and you will need to reenter them.
Thumbnail of free investment report


Are your funds maximized for investment performance? Find out how your funds stack up by using our tool to download your free personalized report.

Where to locate your fund tickers and how to input them into this form

Locate your fund IDs

Fund IDs can be found on your statement. The most common type of Fund ID is a mutual fund ticker which is five capital letters ending in an X.

How to enter your Fund IDs

Enter each Fund ID individually.

– or –

Copy and paste a string of many Fund IDs, separated by commas, into the first fund ticker input. The remaining fund ticker inputs will be automatically separated and entered for you.

Start here by entering your fund tickers:
Image that reads "Your Free Personalized Report"


Preview a sample report

Take a look inside a sample report to see what's included. Learn how to interpret your report to assess the quality of your plan's investment options.

Fund Lineup Checklist

Fund Lineup Checklist

When was the last time you reviewed the fund lineup in your company’s 401(k) plan? Use our checklist to identify opportunities to improve your fund lineup.

View Transcript For the Hear How Fisher Can Help You Maximize Your Company's Retirement Plan video

Hear How Fisher Can Help You Maximize Your Company's Retirement Plan

Watch this video to learn tips from a Fisher specialist about how to maximize your company's retirement plan for performance.

Investment support options

Investment Support Options

Fisher is one of the few firms that make Self-Directed Brokerage accounts available to small businesses. Whether your employees are seasoned investors or enrolling in a retirement plan for the first time, we provide the support they need to meet their goals.

two people shaking hands

Contact Us

One of our 401(k) business specialists would love to talk to you about your companyโ€™s retirement plan needs.

Call Us

(844) 238-1247

Get Me Started

The Fisher Advantage

Learn More About Plan Services
Superior Plan & Investment Guidance

Fisher provides flexible investment solutions, superior fund lineup management, and ongoing investment guidance to maximize wealth creation.

Simplified Plan Administration

We streamline retirement plan administration and payroll processes and provide a dedicated-point-of-contact for all plan servicing, troubleshooting and vendor management.

Unparalleled Service

We offer services other providers canโ€™t or wonโ€™t provide. With Fisher youโ€™ll receive tailored participant education programs along with one-on-one meetings to increase employee participation and improve retirement readiness.

Legal Protection

As an ERISA 3(38) Investment Manager, Fisher takes full legal responsibility for selecting, monitoring, and updating the funds in your plan. This protects you and other plan sponsors from investment-related legal risk.