Client Newsletters

Fisher Investments 401(k) Solutions' macro perspective on small businesses, market developments, retirement, employee benefits, fiduciary responsibility and 401(k) related news.

AUGUST 2017 - 401(K) IN FOCUS

In this issue: Quarterly Market Update, Is 10% Right for Me?, Understanding Roth 401(k)

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MAY 2017 - 401(K) IN FOCUS

In the issue: Quarterly Market Update, Should I Rollover My Accounts Into My Current Plan?, Raising Your Financial I.Q.— Fisher 401(k) Solutions Webinars

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FEBRUARY 2017 - 401(K) IN FOCUS

In the issue: Quarterly Market Update from Fisher’s Investment Policy Committee, Tax Day and Your 401(k)— 5 Things to Consider for Your 2016 Taxes and Beyond, FAQ Check–– Starting Your Retirement Savings Late? What You Can Do Now!

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November 2016 - 401(K) IN FOCUS

In the issue: The 1% Difference- Small Steps to Big Savings, Quarterly Market Update from Fisher's Investment Policy Committee, and FAQ Check- How Can I Make My Savings Work Harder For Me?

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August 2016 - 401(K) IN FOCUS

In this issue: A Taxing Decision: The Difference Between Roth and Traditional 401(k)s, Quarterly Market Update from Fisher’s Investment Policy Committee, FAQ Check— What Happens to Your 401(k) if You Leave Your Job?

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May 2016 - 401(K) IN FOCUS

In this Issue: Quarterly Market Update from Fisher’s Investment Policy Committee, How You Invest Your 401(k) Money Matters–Here are Your Investing Ingredients, FAQ Check—Ask a Retirement Counselor.

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FEBRUARY 2016 - 401(K) IN FOCUS

In this Issue: Quarterly Market Update from Fisher’s Investment Policy Committee, 5 Things Your Future Self Would Advise, and FAQ Corner: Ask a Retirement Counselor.

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DECEMBER 2015 - 401(K) IN FOCUS

In this issue: Keep Your Retirement on Track: Avoid Hazards on the Road, Believing These 401(k) Myths Could Hurt Your Retirement, Quarterly Market Update from Fisher’s Investment Policy Committee, and FAQ Corner: Ask a Retirement Counselor.

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