Employee Services

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Female Voice: You want your employees to be set up for a successful retirement. While many advisors offer cookie cutter group education and enrollment meetings. Fisher offers one on one enrollment sessions: Where retirement counselors meet to help participants create an investment strategy that is unique to their individual goals. And provide guidance to help participants to tailor asset and sub asset allocation based on their individual goals. As a result, Fisher has 46% higher participation and 80% higher deferral rates. Improvements in participation and savings rates have huge impacts overtime.