Featured Resources

Starting a Retirement Plan
Articles

Blog: How to set up a 401(k)

Review the three key steps to starting a 401(k): Choose your partners, set your goals, and start saving.

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Starting a Retirement Plan
Infographics

State-Mandated Retirement Plans Comparison Chart

Business owners in CA, OR, NJ, CT, and IL either do or will have to offer a retirement plan, but it doesn’t have to be the state-offered retirement plan. If a business offers a 401(k) (or other qualified retirement plan), they meet the state’s requirements. For a quick comparison of state-mandated IRAs to other retirement plans, check out this comparison chart.

Starting a Retirement Plan
Whitepapers & Reports

5 Reasons a 401(k) is Better than a SEP or SIMPLE IRA

Here are the top five reasons why a 401(k) plan with Fisher Investments can do more for you—and your business—than a SEP or SIMPLE IRA.

Fast Track Program
Whitepapers & Reports

Cash Balance Guide

A Cash Balance Plan can be a good retirement savings vehicle for owners of successful businesses with steady revenue. Cash Balance Plans can help business owners accelerate their retirement savings and realize significant annual tax deductions. This guide is designed to answer your questions about the risks and benefits in order to help you decide if a Cash Balance Plan is right for your firm.

Fast Track Program
Articles

More Savings, Fewer Taxes: The Powerful Tax Benefit for Business Owners

Would you like to pay fewer taxes now and save more for your retirement? If the answer is 'Yes', then we have a powerful tax deferral strategy for you to consider. 

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Fast Track Program
Articles

Pro Tips for Managing a Cash Balance Plan During a Pandemic

If you currently sponsor a Cash Balance Plan, then you know they can be complex, particularly during uncertain times. But did you know there are many ways to make Cash Balance Plan management easier for the plan sponsor? The trick is to find the right adviser. An adviser with experience with various Cash Balance strategies can ease your burden and allow you focus on what you do best.

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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.

Contact Us

5525 NW Fisher Creek Drive
Camas, WA 98607

844-238-1247
info401k@fi.com

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