As someone responsible for managing their company’s 401(k) plan, how do you know when your 401(k) plan might need a maintenance check? Your answers to the five questions in this tool will help you assess your current 401(k) and identify any improvements that could be made. 

Too often, a 401(k) plan—and retirement in general—doesn’t get the attention it deserves from employees. That’s where you come in. As the person responsible for the administration of your company’s 401(k) plan, you can help your employees maximize this important benefit. Your answers to the five questions below will help you assess your current 401(k) plan and identify any improvements that could be made.

If you answered "no" to even one question, read how our hands-on, customized approach to your company's 401(k) plan can change things for the better, and help your employees be ready for retirement.

Get Customized Guidance

Your role in the success of your company’s 401(k) plan is crucially important—and Fisher Investments 401(k) Solutions is here to help. Our hands-on, personalized approach reduces your day-to-day administrative work, and, more importantly, positions your employees for retirement readiness. Here’s how:

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CUSTOMIZED ENROLLMENT DAY

We work with you to create an enrollment day specific to your employee demographics and interests.
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INVESTMENT FLEXIBILITY

We help employees set and meet their retirement savings goals with a range of customized investing options and ongoing education.
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PERSONALIZED INTERACTION

One-on-one, face-to-face meetings with a dedicated Fisher Retirement Counselor, not a salesperson, can be scheduled regularly.
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RESPONSIVE SERVICE

We’re always just a phone call away— the same team that enrolled each employee is often available to help out in any way they can.
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LEGAL PROTECTION

As a 3(38) Investment Manager, we will reduce your legal liability and regulatory risk by taking on the responsibility of selecting and monitoring your investment fund line-up.

Our track record speaks for itself: our clients typically experience a 67% increase in participation rates and an 126% increase in deferral rates.

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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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