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. We work with you to optimize your retirement plan program and provide ongoing one-on-one financial guidance to plan participants to maximize their 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 are retirement plan experts with the knowledge, motivation, and clout to champion your needs with vendors.
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. Fisher also provides language support in English and Spanish, and translation services for most other languages.
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. Furthermore, as a fiduciary Fisher is required to act solely in your best interest, this means top quality funds with no revenue sharing or commissions.