CASE STUDIES

Fisher Investments 401(k) Solutions is dedicated to bringing superior retirement plan services to small and mid-sized businesses and their employees.

Industry statistics show that 59% of small businesses provide a 401(k) plan to their employees.*

Business owners throughout the US and across all industries offer 401(k) plans.

Reasons for doing so vary and include:

  • Achieving their own personal retirement goals
  • Gaining desirable tax savings
  • Giving their business a competitive advantage by attracting and retaining highly talented employees
  • Helping employees achieve their retirement goals

* Transamerica Annual Retirement Survey 2018.

Man touching helicopter

While most of our competitors focus on a basic one-size-fits-all approach, we believe 401(k) plan services need to be as diverse as the businesses we serve.

Whether you are a manufacturer with a broad scope of functions at one location, a multi-location retail store or a private practice medical office, you’ll get a dedicated Retirement Counselor who will work with you to ensure you get all of the benefits you deserve from a well-designed and professionally-managed retirement plan.

WE HAVE A BROAD RANGE OF BUSINESS CLIENTS IN THE FOLLOWING INDUSTRIES:

Medical

Medical

Dental

Dental

Professional Services

Professional Services

Manufacturing

Manufacturing

Retail

Retail

Arts

Arts

Community Services & Non-profit

Community Services & Non-profit

Aeronautics

Aeronautics

Technology

Technology

HELPING SMALL & MEDIUM-SIZED COMPANIES

He-Man Family of Services Logo
Hawaii
U.S. Kids Golf Logo
Georgia
Awosting 1900 Logo
Connecticut
Goodwill Industries Serving Marion, Delaware, Union, Crawford and Morrow Counties Logo
Ohio
Ohio Family Practice Centers, Inc. Logo
Ohio
Park Boulevard Logo
J&M Diamond Tool, Inc. Online Store Logo
Rhode Island
Accura Sytems Logo
Texas
Archibald M. Sam & Co., CPAs Consulting & Advisory Logo
California
California Motorsports Group Logo
California
Coastline Equipment Logo
Washington
Collaborative Logo
District of Columbia
Corfin Industries Logo
New Hampshire
Darkblade Sytems Logo
Virginia
Pediatric Dentistry & Orthodontics of Livermore Logo
California
Evergreen Direct Credit Union Logo
Washington
Frech
Indiana
Hames Corporation Logo
Alaska
Marchetti Group General Building Contractors Logo
California
Oregon Door Logo
Oregon
P.A.C. Logo
California
Pavement Maintenance Inc. Logo
Oregon
Pomerado Logo
California
Prodesse Property Group Logo
California
Thompson Tax & Associates, LLC Logo
Kansas
Washington Tractor Logo
Washington
Vanport Marine Logo
Oregon
NADP
Texas
Eastside Dancers Logo
Washington
Raster Masters Logo
Oklahoma
A & B Sheet Metal Logo
Georgia
Glendale Plumbing & Fire Supply Logo
California
Land Title and Escrow Logo
West Virginia

Client logos and names are as of 1/26/2018. 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.

About Fisher Investments 401k
About Us

Fisher Investments 401(k) Solutions is committed to bringing unparalleled support to small and mid-size businesses and their employees through 401(k) retirement plan services.

Contact Us
Contact Us

5525 NW Fisher Creek Drive Camas, WA 98607

844-343-4015
info401k@fi.com

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