ONGOING 401(K) HELP AFTER ENROLLMENT DAY
Your employees can reach out to our Service Team—which includes the same individuals who enrolled your employees on-site—at our Employee 401(k) Help Desk with any requests they may have. Whether they need to change their deferral rate, request a 401(k) loan, or have paperwork processed on their behalf, your employees will have a real person to talk to when they need help. And it’s one direct phone number—not a phone tree.
GOALS-BASED INVESTING GUIDANCE
- Personalized Planning: Rather than determining whether they’d prefer to be “aggressive” or “conservative” with their investments, a 401(k) specialist will help your employees determine a goal for retirement, and a pathway to achieve that goal.
- Investment Education: Employees will receive a walkthrough of the different types of investments available to them in the plan, along with help determining how the investments they select fit with their long-term goals.
- Flexible Investing: Fisher’s investing platform makes it easy for all of your employees to invest—from those who want nothing to do with making investment decisions, to those who want control over their individual investments.
- Multilingual Educational Services: Enrollment meetings and written materials may be available in the language of your preference.
Interested in learning more about what makes our enrollment day unique? Read why it works to customize 401(k) enrollment day for your employees and find out how we impact 401(k) participation rates.
Our goal is to support your employees and help them achieve their retirement goals—whatever they are. Our Service Team does not sell your employees additional products or services. We do our best to make sure your employees are getting the most out of your company 401(k) plan, and understand their unique roadmap to achieving their retirement goals.
1 Fisher Investments 401(k) Solutions enrollment data as of 1/1/2019
2 Fisher Investments 401(k) in the Workplace Survey, October 2016.