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Retirement Plan Advisers
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Retirement Plan Sponsors
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Service Model
Help Improve Retirement Outcomes for Your Clients and Their Participants
PRO is available as an affordable qualified default investment alternative (QDIA), dual QDIA, or as an additional election option. As a retirement plan adviser, you stand with your plan sponsor clients as fiduciaries. The needs of the plan participants are your primary concern. That’s why we created Fisher Investments Personalized Retirement Outcomes (PRO) solution—to help improve retirement outcomes for participants and their plan sponsors.
Service Customized to Your Practice
Fisher Investments PRO can customize the level of support we provide to plan advisers. We can help with analytics reporting, enrollment support, call centers, educational webinars, marketing support to help drive engagement and enrollment, onboarding assistance and actively managed investments (even ESG versions of the platform)—all for a very competitive price.
Deliver Personalization
The PRO solution allows you to differentiate yourself from competitors by offering your clients a personalized investment experience. Based on readily available data from the plan’s record keeper, PRO provides a tailored portfolio allocation for employees enrolled in the service. Participants can also log into the PRO web portal to provide additional information, which allows for even more portfolio personalization.
Active Management from a Knowledgeable Team
PRO participants receive the benefit of actively managed investment funds advised or managed by Fisher Investments' Investment Policy Committee (IPC) allowing for cohesive and effectively communicated management in addition to providing risk controls if we forecast a change in market conditions.
Retirement Plan Sponsors
The retirement plan sponsors who use the PRO service are organizations that want to provide a better retirement future through a personalized solution. They believe their participants deserve a personalized service that can lead to a better retirement future. To support their initiatives, we offer a dedicated PRO client service team that aims to provide exemplary service and help the sponsor and their participants achieve their goals. We partner closely with the plan’s adviser to deliver clear, concise information to retirement plan committees and collaborate with the HR and benefits team on a communication plan to enhance participant education and engagement.
We work with a wide variety of public and private sector retirement plan sponsors, including:
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Construction |
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Education |
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Financial services |
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Food services |
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Government agencies |
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Health services |
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Hospitality |
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Nonprofit |
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Professional services |
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Retail |
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Technology |
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Transportation |
Client Service Model
Our goal is to provide retirement plan advisers with exemplary service in conjunction with a variety of tools designed to make your job easier. PRO’s concierge service works with recordkeepers to coordinate a seamless onboarding experience for our financial adviser partners and plan sponsors. The PRO client service team produces on-demand benchmarking, service adoption, and engagement reports to help meet the needs of advisers and their clients.
Advisers, our goal is to be your premier DCIO partner, promoting your brand, strengthening your client relationships, and serving as a trusted resource.
The PRO service team’s goal is to be a leading DCIO provider that helps save time, reduces administrative burden, and enables our adviser partners to more easily fulfill fiduciary responsibilities.
Our exceptional support is designed to be an extension of your resources and add scale to your practice. Adding PRO empowers our adviser partners to meet the needs of plan sponsors and participants more efficiently, in a scalable and customized way - freeing you to focus on plan design enhancements that drive higher participation and contribution rates.
We provide custom, co-branded materials that educate on PRO while promoting your brand. Our easy-to-follow guides help answer common questions, backed by a dedicated team ready to support your clients. Additionally, we offer turnkey resources specifically designed to help plan sponsor committees understand the PRO service in a clear and straightforward way.
Our comprehensive support equips you with investment benchmarking, engagement metrics, and impact reporting - giving you the tools you need to confidently fulfill your responsibilities as an advisor to your clients.
Client Service
We provide clients with all the necessary information to gauge PRO as a service provider, including adoption, engagement, and impact reporting.
PRO’s conscientious client service team oversees the addition of the service to the plan and coordinates with the recordkeeper to help ensure a smooth transition, but our service doesn’t end after onboarding. We partner with advisers to meet their plan sponsor’s needs. Resources and reports that can be provided:
- HR and Benefits Team FAQs
- Adoption, engagement, and outcome-related reporting
- Investment benchmarking support
Our goal is to ensure participants have all the information they need to get the most out of the service and enable them to have greater confidence with their retirement plan.
Our client service team is dedicated to developing customized engagement strategies that resonate with each plan sponsor’s unique goals. By offering a mix of innovative digital resources, in-person support, and easy-to-understand educational materials, we ensure the participant experience is enlightening and impactful. From timely market outlook insights to fee information and engagement guides, we empower your participants to make confident financial decisions. The PRO team’s goal is to enhance the end user’s financial understanding and encourage proactive savings behaviors.