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
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


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