One Big Reason for a Single-Point-of-Contact Retirement Plan

Fisher Investments® 401(k) Solutions

[Upbeat music]

Typical Advisor — A Do-It-Yourself Solution

A circle is displayed in the center of the screen, with the outline of a person inside. The circle is labeled "Plan Sponsor"

Above the circle is a rectangular box labeled "Adviser". Animated arrows flow to and from the Plan Sponsor and Adviser, illustrating communication.

Additional boxes appear around the Plan Sponsor in clockwise order as their names are called, each with their own label and set of animated arrows traveling back and forth between them and the plan sponsor.

• Payroll
• ERISA Compliance
• Record Keeper
• Participants
• Third Party Administrator

Female Voice

There are two models for managing communication with retirement plan vendors. A typical plan advisor offers a do-it-yourself approach to administrative support where not only do you, or the plan sponsor, have to coordinate with a plan advisor, but you also have to troubleshoot retirement plan issues with your payroll provider, ERISA compliance provider, record keeper, plan participants and the third party administrator.

The original illustration grays out and slides over to the left, and a new illustration appears to the right of it.

FISHER — A Do-It-For-You Solution

Like the previous illustration, the new one centers around a circle containing a person's outline, which is labeled "Plan Sponsor". However, below the Plan Sponsor is a single box which is labeled "Fisher Solution". Arrows travel back and forth between the Plan Sponsor and Fisher Solution.

A new set of boxes then appears below the Fisher Solution in a columnar layout:

• Participant Questions
• Third Party Administrator
• Record Keeper
• ERISA Compliance
• Payroll

Arrows travel from the plan sponsor through the Fisher Solution to the new group of boxes and back the same way.

Fisher offers a Do It For You solution. Which focuses on doing everything we can for you.

From acting as a single point of contact for your plan, to fielding participant questions, we provide services that many other advisers can't or won't provide.

And if we can't do it for you, we'll be there each step of the way to do it with you.

Fisher Investments® 401(k) Solutions.

Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants.

© 2022 Fisher Investments

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