Are you maxing out your client’s tax advantages?

If you’re a tax professional, here are some things you need to know.

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Secure the credits you need with remote Continuing Professional Education courses.

Cash Balance Plan

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Small business employees meeting to discuss their cash balance plans.
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Cash Balance Plans: Maximizing retirement plan tax benefits for business owners. Learn how a Cash Balance Plan may supplement a traditional retirement plan to increase tax-deferred savings. The Fisher Cash Balance CPE course will help you:

  1. Understand the risks & rewards of
 Cash Balance Plans
  2. Determine likely Cash Balance candidates

  3. Understand the goals of Cash Balance Plans

Resources

  • Small business meeting to discuss 401(k)

    The Ultimate Guide to Cash Balance Plans

    Check out this guide to learn about the best kept secret in leveraging company retirement programs for huge tax savings

  • Small business owner

    Cash Balance Plans

    Reduce tax burden and accelerate retirement savings with a Cash Balance Plan. Check out this quick overview for key takeaways.

  • Fisher 401(k) Fast Track graphic

    Reduce Annual Tax Bill by $100K+

    Check out this informative infographic to find out how to leverage a retirement program for big tax savings.

  • IRS Contribution limit chart

    IRS Contribution Limits

    Use this helpful tool to reference how much business owners can save on taxes per year, based on age. 

Articles

  • Small business owner meeting to go over cash balance plans

    Pro Tips for Managing a Cash Balance Plan

    Explore tips and tricks to make managing a Cash Balance Plan easier for the plan sponsor.

  • Female small business owners

    401(k) Tax Benefits for Business Owners

    Tax strategies are important for any employer, but especially for the owners of small and mid-sized businesses looking to make the most of every dollar.

  • Group of small business owners and employees talking about 401(k) plans

    The Powerful Tax Benefit for Business Owners

    Learn about a powerful strategy that helps business owners optimize their retirement program to save big on taxes.

Case Studies

  • High earning small business owner

    More Savings, Fewer Taxes

    Find out how a business owner can save over $111K in taxes annually and turbo-charge her retirement savings.

Start Up Retirement Plans

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Small business setting up 401(k)
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Learn the ins and outs of the common qualified plan types to help your clients evaluate which plan type is best for their business.

  1. Understand Tax Credit and Deductions for qualified plans
  2. Compare different plan types
  3. Help your clients select the ideal plan type

Resources

  • Fisher 401(K) retirement Plan selector tool graphic

    Retirement Plan Selector Tool

    Take a step toward finding the best-fit retirement plan by answering 4 simple questions.

  • Retirement Plan Comparison Chart

    Retirement Plan Comparison Chart

    Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.

  • Building the best 401(k) for you Industry

    How to Build the Best 401(k) in Your Industry

    In this actionable infographic, we've compiled data insights on how four major industries are leveraging 401(k) programs to maximize benefits.

  • 401(k)

    How to Start a 401(k) for Your Business

    In this comprehensive whitepaper, we help business owners understand the ins and outs of starting a 401(k) program (and the benefits they should expect).

Articles

  • Business owner sitting at laptop doing taxes

    Don't Miss These Extra Savings

    There's a new tax credit that can be as high as $16,500, and it isn't just a tax deduction--it's a tax credit!

  • SEP IRA, Simple and 401(k) Comparison Chart from Fisher 401(k)

    What's Better A 401(k), SEP or SIMPLE IRA?

    Here are the top 5 reasons why a 401(k) is better than a SEP or SIMPLE IRA, and how to save more for retirement.

  • Female business owner planning for retirement

    Common Mistakes When Starting a Retirement Plan

    How to avoid 3 common mistakes when starting a company retirement plan.

  • 401(K) graphic slide

    401(k)? Food for Thought

    Important items to consider before starting a company retirement plan.

Case Studies

  • High earning business owner uses a profit sharing plan to save money

    Profit Sharing Case Study

    See how a business owner can save over $51,000 per year by utilizing a new comparability profit sharing formula.

401(k) Basics a CPA Should Know

Take Course

Small Business owner meeting about the benefits of a 401(k) for her business
Register for Course

Learn the 401(k) concepts a CPA should understand.

  1. Features of a 401(k) Plan
  2. Tax Advantages of a 401(k) Plan
  3. Optimizing the Plan

Resources

  • 401(k) Image

    How to Start a 401(k) for Your Business

    In this comprehensive whitepaper, we help business owners understand the ins and outs of starting a 401(k) program (and the benefits they should expect).

  • IRS Contribution limits chart

    IRS Contribution Limits

    Use this helpful tool to reference how much business owners can save on taxes per year, based on age. 

  • Fisher 401(k) Retirement Plan Comparison Chart for Business owners

    Retirement Plan Comparison Chart

    Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.

  • 401(k) Service Provider Chart

    401(k) Service Provider Landscape

    Use this helpful tool to help navigate the different roles and responsibilities of retirement plan service providers.

Articles

  • Small business owner weighing the types of profit sharing plans

    Types of Profit Sharing Plans

    What is a Profit Sharing Plan? Why are Profit Sharing Plans good for small businesses? Get the answers to your most pressing questions about Profit Sharing Plans in this article.

  • Balloon hearts over sunset

    5 Reasons your Employees will love a Roth 401(k)

    Roth 401(k) accounts provide some distinct advantages for employees, and can play a substantial role in helping them retire comfortably on their terms.

  • team of employees working to design 401(k) Plan

    401(k) Plan Design

    Learn the top five 401(k) plan design considerations when designing a 401(k) plan.

  • Business owner sitting at desk learning more about tax benefits

    401(k) Tax Benefits for Business Owners

    In this article, you'll find three different types of 401(k) plans and their unique tax advantages. 

Case Studies

  • Business owner

    Safe Harbor Case Study

    Find out how a business owner can increase their personal annual contribution with a Safe Harbor 401(k) Plan

Maximizing 401(k) Tax Benefits

Take Course

Group of high earning business owner meeting
Register for Course

Strategies to help high-earning business owners save more and owe less.

  1. How to help business owners maximize tax benefits through their retirement plan
  2. How to optimize a retirement plan strategy for increased tax savings to the business owner
  3. How to help business owners save more retirement in a tax-advantaged way

Resources

  • Fisher 401(K) Tax Savings Calculator graphic

    Calculate Maximum Tax Savings for Business Owners

    Try our Tax Savings Calculator to estimate how much business owners can reduce their annual tax bill.

  • Small business employees meeting to discuss 401(k) plan options

    More Ways for Employees to Save

    Explore the benefits of including a Roth component in the company 401(k) plan.

  • Fisher 401(k) Plan comparison chart

    Retirement Plan Comparison Chart

    Bookmark this handy tool for a helpful side-by-side comparison of the most common retirement plans.

Articles

  • Business owner completing taxes

    Don't Miss These Extra Savings

    There's a new tax credit that can be as high as $16,500, and it isn't just a tax deduction--it's a tax credit!

  • Small Business owners turbo charging their retirement savings

    Maximize Retirement Savings

    Learn how utilizing a cross-tested profit sharing component can help turbo charge retirement savings.

  • Female Business owner saving money and contributing to her retirement

    The Powerful Benefit for Business Owners

    Learn about a powerful strategy that helps business owners optimize their retirement program to save big on taxes

  • isher 401(k) Tax Savings Guide

    Tax Savings Guide

    What you need to know to unlock huge savings. This guide features actionable information designed to answer your tax savings questions.

Case Studies

  • Tax Savings Case Study

    Tax Savings Case Study

    Find out how a business owner saved over $111K in taxes annually, and turbo-charged her retirement savings.

Ask a retirement specialist

Have questions about retirement plans, tax strategies and more? Send us your questions and someone from our team will get back to you shortly.

 

Why Work with Fisher

With Fisher Investments in your corner, you’ll get access to our specialized partner education and support, and a clearly different retirement plan option for your clients. The best part? Our service to you is completely free with zero obligation.

Contact Us

  • Retirement Help Desk

    Get quick answers to nuanced retirement plan questions from our team of on-demand retirement specialists anytime.

  • RFPs and Fee Analysis

    We’ll review your clients’ current fees and retirement plans, and benchmark them with a third party to get your clients the service they need at the right cost.

  • $1000 One-Time Waiver

    If we’re a good fit for your clients, we’ll waive the first $1,000 in fees–helping them save even more money while offering an exceptional retirement benefit.

  • Start-Up Plan Consulting

    We’ll do the heavy lifting when your clients are ready to start a new 401(k) plan from scratch, helping them assess plan features in light of their business goals.