Business 401(k) Services / 401(k) Plan Optimization

401(k) Scorecard

Smiling Fisher small business specialist

Watch this short video from a Fisher small business specialist to learn how to use the 401(k) Scorecard to improve plan performance

401(k) Scorecard

Audio

Visual

Upbeat music

Industry Scorecard

Fisher Investments®

401(k) Solutions

The volume of the music is reduced.

Male Voice: "Hi, My name is Dylan, I am a program manager at Fisher and I talk to small business owners every day."

A man dressed in a suit speaks to the camera. A flyout in the lower left corner identifies him as Dylan Marks, Program Manager.

"One thing I constantly hear is that they want to understand how their plan stacks up against their competitors. It can be challenging to know if your benefits package is competitive, but it is really important if you want to be attracting and retaining talent. So, what we are going to help you do is get that understanding, and we are going to do it for you. We are going to show you with our 401(k) scorecard how your plan stacks up against the competition."

The flyout disappears. The camera remains focused on the as he continues to speak, gesturing occasionally.

"With a 401(k) scorecard, you will be able to see how you stack up against competitors of your size and within your industry, so you get a really holistic view of how your plan is doing"

The video splits into two frames with Dylan on the left, and a preview of the 401(k) scorecard on the right.

The scorecard preview shows who it was prepared for, and states that it was prepared specifically for them by 401(k) solutions. A finger then scrolls the report (which appears to be displayed on a touch-enabled tablet device) to show the next page.

The next page shows various scores and metrics displayed with charts and numbers. Metrics on this page include an overall score, as well as Participation Rage, Employee Contributions (per participant), Employer Contributions (per participant), Assets (per participant), Rate of Return, and Plan Growth Rate.

"And a better understanding of what sort of improvements you may want to consider doing making in order to make it better."

The frame with the scorecard preview increases to fill the entire video frame and Dylan disappears from view. Yellow highlights briefly appear over the individual scores on the report distinguishing them from the peer scores before disappearing.

"The 401(k) plan scorecard is designed to help small business owners quantify some of the most important metrics that you can look at, including Participation Rate, the overall plan growth, how much employees are contributing, how much the business is contributing, as well as others"

The report preview remains on-screen while Dylan continues to speak in the background, zooming in slowly on the metrics that are present on the page. As the names of certain metrics are spoken, they are highlighted in yellow.

"And it is going to package it in a way that makes it really easy to understand how you are stacking up versus your competitors in the industry."

The yellow highlights disappear from the report, and it zooms back out to show the full page.

"At Fisher Investments we are small business 401(k) specialists. With the 401(k) plan scorecard, business owners can have more clarity as to how their plan stacks up versus the competition. Let us help you get there today."

The report slides off the screen revealing Dylan who continues to speak.

The volume of the upbeat music increases.

A white background slides in from the right.

Fisher Investments 401(k) Solutions logo fades on to the screen.

The music continues to play.

Fisher Investments 401(k) Solutions. © 2021 Fisher Investments. Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement.

The music fades out.

The screen fades to black.

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