Enrollment Day

We design your enrollment day to be tailored to your specific workforce and culture.

As a client, you and your employees will have a completely different experience enrolling into your business’ 401(k) than ever before. Enrollment day, the day when employees join their new 401(k), is very important to us. And we take a unique approach. Your Retirement Counselor will work with you to design your enrollment day to be tailored to your specific workforce and culture. Whether the enrollment is held in a warehouse or in your front office during morning or night shifts, we will coordinate with you to determine the best approach for reaching your employees.

Fisher clients experience a 67% increase in employee 401(k) participation and an 126% increase in employee contributions.*

* Fisher 401(k) Solutions enrollment data as of 1/1/2018. Based on the average net change of plan participant rates pre- and post-plan conversion to the Fisher 401(k) Solutions platform, which is recorded after a Fisher 401(k) Solutions onsite enrollment meeting.

Increase enrollment 401(k)

The Science Behind Our Enrollment Success

We believe the success of our enrollment strategy is all in the chemistry. We combine these six elements in optimal ways to meet the unique needs of your business. And the end result is a higher level of employee participation and contribution rates. No. 1 motivator among workers to learn more about saving and investing for retirement: making content easier to understand.

figure-hex-figure.jpg

In a recent study, 66% of plan participants cited that in-person meetings with a financial professional are by far the most effective communication vehicle for motivating them to make positive changes to their retirement savings.


Study Source Moore, Rebecca. "Instinctive Decision-making Hurts Retirement Readiness." www.plansponsor.com. Plansponsor, 15 Mar. 2016. Web. 15 Mar. 2016

This is one more area Fisher Investments 401(k) Solutions stands out: We come to your site(s) and meet with any employee interested in a one-on-one meeting to help them figure out their retirement goals and set up their 401(k) plan.

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

Follow Us
Follow Us


© 2018 Fisher Investments. Fisher Investments 401(k) Solutions offers fiduciary and consulting services, including participant education, to company-sponsored 401(k) plans. Investing in securities involves the risk of loss. Glossary | Privacy | Sitemap