Featured Resources

401k And Your Employees
Videos

Money Minute Video: Budgeting

A smart budget can reduce your debt, increase your saving and help you take control of your financial future. Your Money Minute is a series of short two-minute videos focusing on a variety of personal finance topics. We provide these types of videos to our clients' participants to provide them with important, practical, relevant information and help them get the most from the company’s 401(k) plan.

401k Best Practices
Videos

401(k) Plan Evaluation Framework: Resources and Engagement

Watch this previously recorded educational webinar on managing and assessing your 401(k) plan, part 3: Resources and Engagement. You’ll get helpful tips to effectively manage your 401(k) plan, master common 401(K) terminology and learn about two ways to benchmark your 401(k) plan. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E.® an employer’s go-to resource for 401(k) management.

401k Basics
Articles

What Does Saving $100 per Month Look Like Over 30 Years?

It can be hard for employees to imagine what $100 per month can mean for their retirement, when $100 now is so much more tangible. That’s why visualizations of future savings amounts can help motivate employees to save more today. See what $100 per month looks like over 10, 20 and 30 years in this quick chart.

401k Basics
Infographics

2018 Contribution Limits for Retirement Plans

The IRS determines how much individuals can contribute to various retirement and pension accounts. These limits are reviewed annually and updated to reflect any cost-of-living increases. Here is a quick reference for the maximum amount that can be saved into each type of account for 2018.

401k Best Practices
Articles

401(k) Conflict of Interest Case Studies

In the 401(k) industry, conflicts of interest can come from two sources: employers managing 401(k) plans, and service providers working on behalf of those employers. Conflicts of interest can arise when an employer or service provider has an incentive to put its own interests above the needs of the employees’ retirement plan. The following case studies are an example of what different conflicts of interest can look like in the context of…

401k Best Practices
Articles

401(k) Expenses - Understanding and Analyzing 401(k) Plan Fees

The E for Expenses essay focuses on 401(k) plans and their costs. Here we will explore the fees you are likely to see in your plan, understand who should be responsible, how best to analyze, and how often you should review. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E. ® an employer's go-to resource for 401(k) plans.

401k Best Practices
Articles

401(k) Engagement - Helping Employees Make the Most of Your 401(k)

The "E" for Engagement essay focuses on how to help your employees make the most of the company 401(k) plan. For example, you want to not only evaluate how many of your employees are participating, but also how much of their salaries they're contributing, and how diversified their investments are. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E. ® an employer's go-to resource for 401(k) plans.

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About Us

Fisher Investments 401(k) Solutions is dedicated to helping small and mid-size businesses deliver successful ‭retirement plan services. Our success is defined by each business achieving its custom 401(k) plan goals and by ‭empowering employees with the dedicated support and resources necessary to achieve a dignified retirement. Our ‭solutions are built on the core principles of providing employers and employees ready access to dedicated 401(k) ‭specialists, flexible investment options, and fee transparency.

The Fisher Investments Resource Library is designed to support 401(k) Plan Sponsors with insights, tools and ‭answers without obligation.

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Camas, WA 98607

844-238-1247
info401k@fi.com

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