Business 401(k) Services / Plan Administration
One-on-One-Plan-Guidance
Retirement planning isn’t easy to understand. We know that your employees aren’t all investing experts—and they don’t have to be. Our team of 401(k) specialists help employees create an investment and asset allocation strategy unique to their individual goals.
One-on-One-Plan-Guidance
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One-on-One Plan Guidance 401(k) Solutions |
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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.”
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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
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“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 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. |
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Fisher 401(k) Logo |
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See our Business 401(k) Insights
Resources and articles to help your business with retirement plan support, optimization and administration.