Featured Resources

401k Fees And Performance
Whitepapers & Reports

How Adviser Complacency Costs You

The key to outperforming the market lies in not following the herd but taking advantage of buying opportunities. A retirement plan adviser who prioritizes client communication and participant education is key to help navigate volatility. Periods of market uncertainty are the exact right times to scrutinize your adviser because you may have the most to gain or lose.

401k Fees And Performance
Whitepapers & Reports

How a "Set It And Forget It" Strategy Can Hurt Long-Term Returns

A “Set it and forget it” strategy to managing your 401(k) has the potential to miss opportunities, costing you and your employees significant returns. As the world changes, so should your funds. A fund may have seemed like the right one based on its track record when it was chosen. But because performance, strategies, managers and fees change regularly, the best fund today may not be the best fund tomorrow.

Starting a Retirement Plan
Worksheets

How to Start a Retirement Plan Toolkit

Starting a retirement plan is exciting. It’s one of the most powerful savings tools the government gives business owners and employees. Use this small business retirement plan toolkit to get started. Inside has important How-To Information, Tools to help you along the way, and Checklists.

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.

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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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5525 NW Fisher Creek Drive
Camas, WA 98607

844-238-1247
info401k@fi.com

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