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

How Fisher Helps Benchmark Plan Fees

Image of Armando Neri for the video "Best Deal"

Watch this short video from a Fisher small business specialist to learn how Fisher helps plan sponsors assess plan fees.

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Audio

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[Upbeat music]

Best Deal

Fisher Investments®

401(k) Solutions

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Male Voice: Hi, I’m Armando Neri, I am Retirement Counselor at Fisher Investments. Which means I help small business owners navigate their 401(k) fees every day.

A man dressed in a suit speaks to the camera. A flyout in the lower left corner identifies him as Armando Neri, Retirement Counselor

As a business owner, it’s important to know what 401(k) plan fees you’re paying- for several reasons.

First, it is important to understand your fees to you know if you are getting a good deal. Because nobody wants to be paying more than they should.

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Secondly, plan fiduciaries have a legal obligation to understand plan fees and make sure the fees are reasonable for the services rendered.

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However, understanding 401(k) plan fees can be difficult. Navigating different providers to find out much you are paying whom and for what services can be complicated.

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Tracking down the different documents and comprehending them can be time consuming. And revenue sharing adds to that complexity which can make you think you are pay less than what you actually are.

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If calculating your 401(k) plan fees sounds overwhelming Fisher Investments is here to help.

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We can calculate your fees for free and provide them to you in an easy to read report.

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This report also includes benchmarking which shows you how your plan fees compare to other plans. This helps you determine if your fees are reasonable.

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At Fisher Investments, we’re retirement plan specialists. We help hundreds of small business owners every month understand their 401(k) plan fees free of charge. And we can help you too.

The camera zooms back out.

The volume of the upbeat music increases.

White slides over the screen covering it.

 

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

 

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

Music fades out.

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