401(k) Services
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Investment Solutions
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Employee Services
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Administrator Support
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Fiduciary Services
Investment Solutions
As one of America's top advisers, Fisher 401(k) offers a wide variety of investment solutions to meet the needs of you and your employees. We will work with you to optimize your retirement program and provide flexible investment solutions, superior fund management and ongoing investment guidance to maximize wealth creation.
Employee Services
Fisher redefines what it means to be a partner in retirement by offering a wide range of employee services that other providers can't or won't provide: proactive plan enrollment, one-on-one guidance, flexible investment solutions and multilingual servicing.
Administrator Support
Administering your company's retirement plan can be complex and confusing. With plan compliance, managing payroll contributions and handling plan-related employee questions, there's a lot on your plate. At Fisher, you'll receive a dedicated retirement counselor to help you every step of the way.
Fiduciary Services
Fisher is certified in “Fiduciary Excellence” by the Center for Fiduciary Excellence. As a 3(38) Investment Manager, Fisher takes on the full responsibility of managing the investment lineup and has discretion to make necessary changes. Fisher works for you—not for kickbacks—and puts our focus on growing your wealth.
See What our Clients Have to Say
Testimonials are representative of client views at the time collected. Clients are not compensated financially or otherwise for testimonials.
First Class for the Price of Economy
We are champions for the needs of small businesses. And because we specialize in small business retirement plans, we have the knowledge, resources and clout to help you get more out of your vendors without increasing costs. It’s like moving from economy to first class at little or no additional cost.
Business 401(k) Resources by Topic
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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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Get Me Started1 Average increase in employee participation rates as of 12/31/21
2 Average increase in employee contribution rates as of 12/31/21
3 The fund fees calculation is based on data gathered for 500+ retirement plans considering hiring Fisher between January 2022 and June 2022. Improvement is measured by taking the mean of the actual fees paid by the prospect to fund investment managers for their existing fund lineup and comparing it to the mean of the estimated fund fees of the Fisher proposed fund lineup.
4 Industry Average data is based on Fiduciary Benchmarks, Inc Plan Profile Report for a $2mil 401(k) plan with 50 participants as of 12/31/20, The Industry Average fund fee (.48%) was calculated by taking 32% of the industry average total plan fees (1.49%), as this is the average proportion of the fee allocated to investment managers in the report. The Fisher Average fee (1.40%) represents the fees an average Fisher Investments 401(k) client would pay as of 12/31/20, based on a $2mil 401(k) plan with 50 participants; Ascensus for bundled recordkeeping (.33%); and the weighted average fund expense ratio based on actual client investment allocations (.07%).
5 Wealth-generating fees are defined as plan advisor fees & fund fees; non-wealth generating fees are defined as all other fees, including recordkeeper and third party administrator fees.
