If you currently sponsor a Cash Balance Plan, then you know they can be complex, particularly during uncertain times. But did you know there are many ways to make Cash Balance Plan management easier for the plan sponsor? The trick is to find the right adviser. An adviser with experience with various Cash Balance strategies can ease your burden and allow you focus on what you do best. In this article we will outline 6 pro-tips on how to manage your Cash Balance Plan during a pandemic.

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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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Camas, WA 98607

844-238-1247
info401k@fi.com

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