401(K) FOR MID-SIZED BUSINESS

Medium-Sized Businesses are major employers and make an important contribution to the economy.

Mid-size businesses are in a unique position in that they generally have more agility than a large firm, but don’t have all the resources of a large enterprise. And just like the needs of your customers are constantly changing, there's no doubt that the needs of your business change as well. Often, it’s about getting more out of what you have.

So how can you get more from your company-sponsored retirement plan without compromising the benefits that your employees are counting on for a secure retirement? You get more by partnering with a firm that understands your journey, specializes in your business size, and emphasizes better service and investment education for your employees.

Service that meets your mid-size business needs

Fisher Investments 401(k) Solutions takes a comprehensive approach to the broad and varying needs of your employees—wherever they may be located. Not all of your employees have the same retirement goals: From your manufacturing team to your executive team, our enrollment presentations are customized to fit the unique demographics of each employee segment.

Multiple Business Locations?

As part of our service and education commitment to you, we’ll visit multiple locations to reach more employees and help them invest in a way that’s consistent with their retirement goals.

Our Enrollment Day Is Custom Made

Businesses that transition their retirement plans to Fisher 401(k) see a 45% increase in their enrollment rate.^*

* Fisher 401(k) Solutions enrollment data as of 12/31/2020.

Let us take some paperwork off your hands

Time is the hardest resource to find—and the easiest to let slip away. As effective and disciplined as your employees are at managing their time, lightening your company’s day-to-day 401(k) paperwork can be an invaluable benefit. Here are some ways we make it happen:

Your dedicated Retirement Counselor will help coordinate with your other service providers and assist you with your daily 401(k) upkeep, saving you time and keeping you well-informed of your plan operations and performance.
Employee 401(k) Support Center: Your Human Resources and payroll departments wear many hats and may not be experts on the numerous administrative questions your employees may have about their 401(k) plans. Our service team is familiar with your company plan and available to answer questions and concerns like if they need technical assistance, need help understanding the plan or have general market questions.

Offering and maintaining a 401(k) involves risk—and we take some of that risk away

As a 3(38) Investment Manager, we’ll assume the responsibility and liability of selecting, monitoring, and updating your retirement fund lineup—risk protection beyond what many advisers can provide, allowing you to focus on other risks that impact your business’s bottom line.

We serve the retirement needs of you and your employees from end-to-end so that you can focus on doing what you do best: Running your business and serving your customers.