Case Studies

We work with a wide range of small and medium sized business to help make their 401(k) service top notch and customized to their business needs. Here you can get a glimpse of how we have helped some of our clients in a variety of industries, every day to bring them more than a 401(k). These are real clients we've worked with to customize their 401(k) service and improve employee retirement readiness.

Photo of freight liner with colored shipping containers

Maritime

Educating employees for retirement readiness: In person. Multiple Locations. On THEIR Schedule.

Participant Success Story

Employee Success Story: Start Saving

medical practice

Tax Savings for High Net-Worth Business Owners

Participant Success Story

Employee Success Story: More Options

vehicle sales and service

Attracting and Retaining Employees using a 401(k) Plan

Participant Success Story

Employee Success Story: Retiring Soon

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.