Check out our interactive tool to compare the range of services offered by different types of 401(k) plan advisers.

Click the buttons below to compare types of 401(k) advisers
 
  • Robo Advisers and Payroll Companies
     
  • National Brokers, Insurance Companies and Mutual Fund Organizations
     
  • Local Financial Advisers
     
  • Fisher 401(k) Solutions
     

401(k) ADVISER TYPES SUMMARY

Tap each section for details.

Robo Advisers and Payroll 
Companies
If you’re just getting started, these companies offer the basics.

Fiduciary services vary by provider in both of these groups, and often are limited or come with an extra fee.

COMPARE SERVICE LEVEL

  • For simple or new plans
  • Offer standard plans with minimal customization
  • Robo advisers use software algorithms to auto-allocate assets
  • Rely on web-based self-service
  • Dedicated 401(k) support is generally not provided
National Brokers, Insurance Companies and Mutual Fund Organizations
May have a bias towards their own mutual fund and insurance product offerings.

Fiduciary services vary by provider in each of these groups, and often are limited or come with an extra fee.

COMPARE SERVICE LEVEL

  • Typically 401(k) is a secondary focus and manages fewer than 10 company 401(k)s
  • Pricing may be complex and lack transparency
  • May have proprietary product requirements
  • Rely on web-based self-service
  • Complex insurance offerings such as annuity products
Local Financial Advisers
Business focus is typically built on serving high net worth individuals.

Fiduciary services vary by provider, and often are limited or come with an extra fee.

COMPARE SERVICE LEVEL

  • 401(k) is typically secondary focus and manages less than 10 company 401(k)s
  • Pricing may be complex and lack transparency
  • Investment options may be influenced by their 3rd party affiliation
  • Fewer resources to support plan administration & employees
Fisher 401(k) Solutions
A national, independent registered investment adviser solely dedicated to small business retirement plans.

Fisher 401(k) Solutions offers fiduciary coverage, taking on full liability for selecting, monitoring, and updating funds in the plan.

COMPARE SERVICE LEVEL

  • Transparent fee for ease of meeting fiduciary responsibilities
  • Institutional class funds leveraging Fisher’s world-renowned investment expertise
  • Open investment platform and support for all levels of investors
  • Flexible plan options to meet business needs
  • Dedicated Retirement Counselor and 401(k) specialist—resources to support your plan administration

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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.

Contact Us

5525 NW Fisher Creek Drive
Camas, WA 98607

844-238-1247
info401k@fi.com

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