to main content

Locations
Careers

Selected Country/Region:

United States (English)

North America

North America

Canada

English
United States

English

Europe

Europe

Personal Wealth Management & Institutional Investing

Austria

German
Belgium

Dutch French
Denmark

Danish
France

French
Germany

German
Ireland

English
Italy

Italian
Luxembourg

English French
Netherlands

Dutch
Norway

Norwegian
Spain

Spanish
Sweden

Swedish
Switzerland

German
United Kingdom

English

Institutional Investing

European Union

English

Middle East

Middle East

Saudi Arabia

Arabic

Asia-Pacific

Asia-Pacific

Personal Wealth Management & Institutional Investing

Australia

English
New Zealand

English

Institutional Investing

Australasia

English
Japan

Japanese

About Us
Personal Wealth Management
Business 401(k) Services
Institutional Investing
Insights
Resource Library
Contact

About Us

Our investment experience, leadership and culture help us provide world-class, client-focused service.

Our Story
Leadership
Press Center
The Fisher Difference
- The Fisher Difference
Our Representatives
- Our Representatives
Form CRS & Form ADV
- Form CRS & Form ADV

Non descript close up image of a blue bar graph

Read Our Latest Insights

In the News

Personal Wealth Management

We work with you to create a tailored investment portfolio designed to help you achieve your financial goals.

Financial Goals
How We Help
How We're Different

See Why We're Different

Watch Our TV Commercials

Business 401(k) Services

The services listed in this menu are provided by Fisher Retirement Solutions, LLC (“FRS”). FRS is not affiliated with Fisher Investments and clicking on a link in this menu will redirect you to FRS.

Get Started with FRS
Employer Services
Retirement Plans
Who FRS Serves
Retirement Plan Features

two people shaking hands

Popular Insights

Calculating Plan Fees
Investment Performance
401(k) Scorecard
Tax Savings Strategies

Institutional Investing

We serve a diverse group of institutional clients around the world including pension funds, governments, foundations, endowments and more.

Top Down Investment Process
- Top-Down Investment Process
- Security Selection
Strategies
ESG
Who We Serve
Participant Managed Accounts

Non descript close up image of a blue bar graph

Macro Insights

Read Now

Popular Insights

Market Outlook and Insights
Macro Minutes
Defined Contribution Insights

Insights

Gain valuable insights on current market topics and issues from our seasoned team of investing professionals

Market Commentary
Personal Wealth Management Insights
Institutional Investing Insights
Formats
- Formats
- Videos
- Podcasts
- Articles

Resource Library

Get help navigating the constantly changing market landscape with our articles and resources on popular topics.

Personal Wealth Management Resources
Institutional Investing Resources
General Resources

See Why We're Different

Watch Our TV Commercials

Home
/
Resource Library
/
Business 401(k)
/
Plan Advisor Evaluation Template
/

Business 401(k) Services / Retirement Plan Options

Plan Advisor Evaluation Template

Plan Advisor Template.

Plan Advisor Evaluation Template.

Plan Advisor Evaluation Template

Save time by downloading our complimentary provider evaluation template.

Download the now.

Plan Advisor Evaluation Template

Plan Advisor Template.

Download the Plan Advisor Evaluation Template

Plan Advisor Evaluation Template

Plan Advisor Template.

Download the Plan Advisor Evaluation Template

Thank You

Click the button below to begin your download, please contact us if you have any questions.

Download Template

About Fisher Investments
Personal Wealth Management
Institutional Investing
Business 401(k) Services

Contact Us
Insights
Resource Library
Legal Information

Connect With Us

Call us at (888) 823-9566

Find Fisher Investments on social media.

Get the Fisher App

Available for US customers only.

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

©2025 Fisher Investments

6500 International Parkway, Plano, Texas 75093

You are now leaving the Fisher Investments website.

You are now leaving FisherInvestments.com. Click Confirm to continue or click Close to remain on this page.

Confirm