One-on-One-Plan-Guidance

Audio

Visual

Upbeat music

One-on-One Plan Guidance
Fisher Investments®

401(k) Solutions

The volume of the music is reduced.

Female Voice: “Hi, I’m Ashely Butz and I’m a Retirement Counselor.”

“Here at Fisher Investments we are dedicated to serving small business retirement plans. One of the things that sets us apart is our high-touch participant service model. Our unique service model is tailored specifically to help your employees get on track to retire comfortably.”

A woman dressed in a black dress and grey blazer speaks to the camera.

A flyout in the lower left corner identifies her as Ashley Butz, Retirement Counselor

The flyout remains on-screen for a few moments before sliding back out to the left.

“One of the most impactful participant services we deliver is one-on-one plan guidance. This means our specialized service team is available to meet individually with each of your employees to talk to them about:

a.   Retirement goals

b.   Selecting a savings rate, and

c.    Choosing investments to support their retirement goals

A green flyout appears from the lower left with:

Our specialized service team is available to meet individually with each of your employees to talk to them about:

Retirement goals
Selecting a savings rate
Choosing investments to support their retirement goals.

The flyout remains on-screen for a few moments before sliding back out.

“We are proud to offer this unique service because it is so impactful when it comes to improving participant outcomes. In fact, plans who hire Fisher see on average:

46% higher participation rates, and

80% higher savings rates”

“It’s wealth-generating results like this that truly help your employees achieve the retirement they deserve.” 

A white background flies in from the left appears with green text that reads:

Plans who hire Fisher see on average:

46% higher participation rates

80% higher savings rate

*Average increase in employee participation rates as of 01/01/22

The flyout stays on screen for several seconds and then disappears.

The volume of the upbeat music increases.

A white background slides in from the right.

The music continues to play

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

The music fades out.

The screen fades to black