401(k) Adviser Grade: A+
Congratulations! Based on your answers, your adviser appears to offer a level of service you and your employees can benefit from, including one-on-one enrollment meetings and day-to-day administrative help for your 401(k) plan manager.
Include Fisher in your next 401(k) review to get a breakdown of our services and how they compare to what you’re currently being offered.
Contact us today for a free assessment to learn how your plan can benefit from a service upgrade.
How Fisher is Different:
- Your Interests First: Our incentive structure is aligned with your success: No revenue sharing, kickbacks or commissions.
- Superior Financial Guidance: As one of America’s top financial advisers, we work with you to build the optimal program and provide ongoing financial guidance to maximize employee participation, employee deferral rates, fund quality and fund fees.
- Do It For You (DIFY) Approach: From acting as the single point of contact for your program, negotiating better deals with vendors on your behalf, and selecting and monitoring your investment lineup, we provide services that other advisers can’t or won’t provide.
- Unparalleled Service: Fisher is a proactive partner that works hard to anticipate your needs and solve problems before they exist. During the COVID-19 epidemic, Fisher proactively reached out to 100% of plan sponsors and 29,000 plan participants to answer questions and provide financial guidance, resources and tools.