We design your enrollment day to be tailored to your specific workforce and culture.
As a client, you and your employees will have a completely different experience enrolling into your business’ 401(k) than ever before. Enrollment day, the day when employees join their new 401(k), is very important to us. And we take a unique approach. Your Retirement Counselor will work with you to design your enrollment day to be tailored to your specific workforce and culture. Whether the enrollment is held in a warehouse or in your front office during morning or night shifts, we will coordinate with you to determine the best approach for reaching your employees.
Fisher clients experience a 63% increase in employee 401(k) participation and an 97% increase in employee contributions.*
* Fisher 401(k) Solutions enrollment data as of 1/1/2017. Based on the average net change of plan participant rates pre- and post-plan conversion to the Fisher 401(k) Solutions platform, which is recorded after a Fisher 401(k) Solutions onsite enrollment meeting.
In a recent study, 66% of plan participants cited that in-person meetings with a financial professional are by far the most effective communication vehicle for motivating them to make positive changes to their retirement savings.
Study Source Moore, Rebecca. "Instinctive Decision-making Hurts Retirement Readiness." www.plansponsor.com. Plansponsor, 15 Mar. 2016. Web. 15 Mar. 2016
This is one more area Fisher Investments 401(k) Solutions stands out: We come to your site(s) and meet with any employee interested in a one-on-one meeting to help them figure out their retirement goals and set up their 401(k) plan.