401k Fees And Performance

Why Investors Miss the Mark

Regardless of why people choose to change what their long-term investments are, the research shows that too many people are buying high and selling low. A study by Dalbar shows that if an investor holds a good mix of investments, they’ll do better over time than a reactionary and always-changing investment strategy will.

Educational Workshop Guides

Investment Highlights and Snapshot Sample Report

Here is a sample investment benchmarking report from a third party. The report reviews the funds in your company 401(k) plan and identifies if they are good (green), at risk (yellow) or bad (red). Once a fund is in the red category, it should be put on a fund watch list and removed if it doesn’t improve. See this sample report to get an idea of what an investment benchmarking report can do for your 401(k) plan.

401k Fees And Performance

Historical Frequency of Positive Stock Returns

While stocks have the strongest historical returns, many Americans still reeling from the 2008 financial crisis remain afraid of investing their retirement savings in the stock market. This information sheet plots historical S&P 500 data going back to 1926 to show how returns behave over time shows that over a 30-year period, there has never been a time when cash or bonds have outperformed stocks.

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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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