Cash Balance Customer Case Study

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See how much one client was able to save tax-deductible, tax-deferred by using a combination of a 401(k) plan and a Cash Balance Plan.

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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.

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Fisher Investments 401(k) Solutions offers fiduciary and consulting services, including participant education, to company-sponsored 401(k) plans. Investing in securities involves the risk of loss.