SPECIALIZING IN 401(K) SERVICE


FOR SMALL & MID-SIZE BUSINESSES

Dedicated to small and medium size businesses who want to get the most from their 401(k) plan.

Our Service Difference Get a Plan Review

No Two Businesses are the Same

And no two 401(k) plans should be either. That's why we take the time to get to know your business' and employees' needs to create a custom 401(k) solution for your company.

Reducing Risk

We take on more of your risk because we are a 3(38) Investment Manager.

Saving Time

Simplify your plan administration burdens with Fisher Investments 401(k) Solutions.

Common Reasons Businesses Make A Switch

Save More On Taxes
Failed Compliance Testing
Low Employee Participation
Service Failures & Fees

All 401(k) investment plans are not the same. Fisher Investments 401(k) Solutions will work with your business to help you and your employees get the most out of your 401(k) plan.

HELPING SMALL & MEDIUM-SIZED COMPANIES

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Client logos and names are as of 8/10/2016. SEC Regulatory Disclaimer: Case studies are selected based on how they illustrate common 401(k) plan goals. It is not known whether the clients approve or disapprove of Fisher Investments 401(k) Solutions or the services provided.

We help people of all ages and all income levels save for a comfortable retirement.

Our entire business is specifically designed to meet this important goal. That’s why we’ve introduced the role of a dedicated Retirement Counselor.

Your Retirement Counselor will take the lead on your plan conversion, deliver a best-in-class enrollment day and continue to lighten your load for ongoing plan administration and employee education.

Let's talk about your company's 401(k) needs

We'll be happy to work with you to tailor a solution or just answer your questions.

 

THE FIRST STEP WAS REACHING OUT

Let us take it from here. Thanks for submitting your question. One of our pros will be contacting you shortly.