401k Best Practices
Videos

Maximize 401(k) Participation

Your employees love the 401(k) plan because it gives them an opportunity to achieve their retirement dreams. As a business owner, that makes you feel good. Of course, you have the same opportunity. The key is to take full advantage of your plan. This short video offers 7 great tips you can begin to implement today to improve employee participation.

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 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) 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.

401k Basics
Articles

401(k) Employee Participation: Why It Matters

A 401(k) plan can be one of the most compelling benefits for attracting and retaining valued staff—but only if your employees take advantage of it. This article looks at why it’s so important that your service provider focuses on helping encourage employee participation in the retirement plan, and some tactics you can use to increase employee engagement.

Educational Workshop Guides
Worksheets

Sample Individual Gap Analysis, Retirement Income Assessment

A gap analysis is a way for your employees to see how they are tracking toward their retirement savings goals. It measures the gap between their current savings and savings rate and their future dollars needed. Typically, a gap analysis will take into account Social Security, 401(k) and other retirement savings accounts. Check out this sample gap analysis and see what it looks like and the types of recommendations a gap analysis will provide to…

401k Best Practices
Worksheets

Employee Survey Card

Make a difference to your company 401(k) plan. Ask your employees these four simple questions about their plan, and then tally the results. If the majority of employees answered “no” or “unsure” then it may be time to take a closer look at the level of service you’re getting from your 401(k) provider. 

401k And Your Employees
Videos

Money Minute Video: SMART Goals

Setting S.M.A.R.T. Goals can help your employees reduce debt, reduce stress and save more money for retirement. 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’ employees to provide them with important, practical, relevant information and help them get the most from the company’s 401(k) plan.

401k And Your Employees
Whitepapers & Reports

Capitalizing on Employee 401(k) and IRA Contribution Questions

Understanding contribution limits is one of the topics employees research when it comes to 401(k) plans—and their questions can be used to open the door to deeper conversations. This paper outlines some of the questions that employees typically have about contribution limits and how to turn those conversations into opportunities for education and encouragement.

401k And Your Employees
Whitepapers & Reports

Helping Your Employees Picture Retirement

There’s a good chance your employees have questions about retirement—what it means to them, how to plan for it, or what they should be doing now to achieve the future they want. Here you can find some ways for your employees to think about their retirement and really picture it in order to start planning today for their tomorrow.

401k Basics
Whitepapers & Reports

5 Employer Tips for 401(k) Enrollment

Learn how to maximize employee enrollment in your company 401(k) by following five simple but effective tips. These methods work—enrollment data shows that clients typically experience an increase in both participation and deferral rates by instituting these recommended practices.

Reviewing Your Providers
Whitepapers & Reports

Why Employees Are Talking About 401(k)

See how a few simple communication tools and techniques can help your employees want to enroll in and actively save into the company 401(k). Improving your employee participation and savings rates can make your 401(k) plan healthier—and make it a more effective employee retention tool.

401k And Your Employees
Whitepapers & Reports

Employee 401(k) Empowerment Tools

The more your employees feel educated and knowledgeable about their retirement benefits and options, the more they’ll want to take advantage of them. Educating and empowering your employees isn’t something you have to do on your own; you can rely on a trusted retirement services provider to both optimize your retirement benefits and empower your employees to take advantage of them. See four ways you and your service providers can give your…

401k Basics
Interactive Tools

Retirement Calculator

This retirement calculator is meant to provide you a snapshot of what your retirement savings might look like if you follow your current path. Use the different levers to see how tweaks to your savings strategies will impact your retirement readiness. Input your salary, the age you plan to retire, and more to visualize what your finances might look like once you retire.

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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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