End to End Transition

Female Voice: “Changing 401(k) record keepers can be a daunting task that often takes months of time and energy to oversee but it doesn’t have to be this way. At Fisher, we specialize in facilitating seamless record keeper transitions that are painless for the plan sponsor. We do this by providing a dedicated retirement plan counselor and onboarding coordinator. They will oversee every step of the plan transition and act as a liaison between your prior record keeper and new record keeper. This streamlined process saves you time and eases your burden allowing you to focus on what matters most, your business.

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.