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.

401k Best Practices
Whitepapers & Reports

Maximize Your Retirement Savings with a Flexible 401(k) Profit Sharing Plan

Small Business Owners: Maximize Your Retirement Savings Using a 401(k) Profit Sharing Plan

If you’re a business owner looking to maximize your retirement savings, a 401(k) alone may not be enough to create the nest egg you want. However, there are additional features that can be added to your company 401(k) that can increase your 401(k) contribution limits—and make it easier to reward your employees.

401k Fees And Performance
Whitepapers & Reports

Report: U.S. Job Market and 401(k) Impacts

2018 report on the U.S. job market and 401(k) impacts for business owners competing in today’s economy. Key topics include: where we are in the labor market cycle, how the economy’s strength is reflected in the labor market, employment trends by state and industry, and how a 401(k) plan can help your business thrive.

401k Best Practices
Whitepapers & Reports

Understanding Retirement Plan Fees and Expenses

As an employer offering a retirement plan, you are helping your employees achieve a secure financial future. Your decision making will include selecting plan investments, investment options and service providers. When you make these choices, cost will be a key component. This whitepaper by the DOL will help you better understand and evaluate your plan’s fees and expenses. Understanding Retirement Plan Fees and Expenses is a document of the U.S.…

401k Best Practices
Whitepapers & Reports

401(k) Fee Transparency

Clear up your 401(k) fees and uncover what you and your employees are paying for your 401(k) plan. Unfortunately, complex fee structures make that easier said than done. This paper explains why it’s crucial to take the time to review and understand your company’s fees, what the three main “fee buckets” are, who actually pays these costs, and how the types of funds you have in your 401(k) plan can affect your fees.

401k Best Practices
Whitepapers & Reports

The 401(k) Plan Manager’s Guide to Behavioral Finance and Investment Evaluation

When it comes to mutual fund evaluation, there are five common biases that make it difficult for employers and advisers alike to get a complete picture of each option and appropriately compare the funds to others. It also reviews how employers can avoid them when evaluating investment options for their company’s 401(k) plan.  Learn about how you can anticipate and overcome these biases to make good decisions for your plan and your employees.

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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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