Cash Balance Program
Articles

More Savings, Fewer Taxes: The Powerful Tax Benefit for Business Owners

Would you like to pay fewer taxes now and save more for your retirement? If the answer is 'Yes', then we have a powerful tax deferral strategy for you to consider. 

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Cash Balance Program
Articles

Pro Tips for Managing a Cash Balance Plan During a Pandemic

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.

Cash Balance Program
Whitepapers & Reports

Cash Balance Contribution Limits Chart

See the maximum contribution limits for 401(k) plans with Profit Sharing and Cash Balance Plans.

Cash Balance Program
Infographics

Cash Balance Plan Infographic

Would you like to save $250,000 or more, pre-tax? This Cash Balance infographic shows you how to unlock the avenues available for small business owners to turbo-charge retirement savings and dramatically reduce taxes.

Cash Balance Program
Whitepapers & Reports

Cash Balance Customer Case Study

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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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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5525 NW Fisher Creek Drive
Camas, WA 98607

844-238-1247
info401k@fi.com

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