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 Registered Investment Advisers
     
  • Fisher 401(k) Solutions
     

401(k) ADVISER TYPES SUMMARY

Tap each section for details.

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

Robo Advisers: Varies

Payroll Providers: Can be added-on for a fee

COMPARE SERVICE LEVEL

  • Adequate for simple or new plan designs
  • 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.

Broker: Limited

Insurance Company: Limited, or may refer to an affiliate for a fee

Mutual Fund Organizations: Limited, or for larger plans, may refer to an affiliate for a fee

COMPARE SERVICE LEVEL

  • 401(k) is typically secondary focus; primary contact handles less than 10 company 401(k)s
  • Pricing may be complex and lack transparency
  • May have proprietary product requirements or biases
  • Rely on web-based self-service
  • Complex insurance offerings such as annuity products
Local Registered Investment Advisers
Business focus is typically built on serving high net worth individuals.

Local Registered Investment Advisers: Varies

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
  • nvestment 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 full fiduciary coverage, taking on liability for selecting and monitoring 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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