Solutions For Retirement Plan Advisers (PRO)
We created PRO to help improve retirement outcomes for participants and their plan sponsors. PRO is available as an affordable qualified default investment alternative (QDIA) or as an additional election option.
Help Improve Retirement Outcomes for Your Clients and Their Participants
As a retirement plan adviser, you stand with your plan sponsor clients as fiduciaries. The best interests of the plan participants are your primary concern. That’s why we created the Fisher Investments Personalized Retirement Outcomes (PRO) solution—to help improve retirement outcomes for participants and their plan sponsors.
The PRO Solution allows you to offer your clients and their participants a personalized investment experience based on readily available data from the plan’s record keeper. Participants can log into the PRO web portal to provide additional information, which helps allow for even more portfolio personalization.
Participants Are More Than Just Their Age
Target date funds—a commonly used qualified default investment alternative (QDIA)—don’t account for differences in individual circumstances among investors. By focusing solely on age, target date funds can miss many opportunities to appropriately adjust participants’ asset allocations as their individual circumstances change over the course of their working life. Fisher Investments PRO allows you to offer your clients something different.
The PRO Difference
With a unique managed account structure, Fisher Investments PRO can provide personalization, active investment management and top-tier service in a package that integrates with the current defined contribution plan structure and service providers.
Active Management from a Knowledgeable Team
We Work the Way You Want to Work