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.
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Reset form?This will completely remove all fund tickers and you will need to reenter them.
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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.
MUST-SEE 3-MINUTE 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.
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.
We offer services other providers can’t or won’t provide. With Fisher you’ll receive tailored participant education programs along with one-on-one meetings to increase employee participation and improve retirement readiness.
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.