401k Best Practices
Articles

401(k) Investment Solutions - Offering 401(k) Fund Options for Different Purposes

The "I" for Investment Solutions essay focuses on choosing the best investment options for your employees. Just because you want to provide your employees with a valuable retirement benefit, doesn’t mean you want to become an expert in investing. This essay offers a list of investment solutions that help each type of employee at your company; from those who want to invest on their own, to those who want a lot of help. Nathan Fisher developed a…

401k Basics
Whitepapers & Reports

3(21) v. 3(38) Q&A's

Managing your company’s 401(k) comes with personal risks and responsibilities, called fiduciary responsibilities. In this Q&A, you’ll learn what a fiduciary is and what your liability might be, and the types of advisers you can delegate some of your risk and responsibility to. (Specifically, a 3(38) Investment Manager and a 3(21) Investment Adviser.)

401k Best Practices
Articles

401(k) Responsibilities – Making Sure Your Employees Come First

The "R" for Responsibilities essay focuses on your responsibility in making decisions on behalf of plan participants and their beneficiaries (current and past employees, and their families). To that end, it's critical that you seek out any potential conflicts of interest in your plan and work to remove them. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E. ® an employer’s go-to resource for 401(k) management.

401k Best Practices
Articles

401(k) Resources – Finding the Right Tools for 401(k) Success

The "R" for Resources essay focuses on resources that can help you, as the 401(k) plan manager, more effectively manage your plan and provide access to resources that will help your employees get and stay on track towards retirement. The resources and support a 401(k) service provider has to offer both you and your employees can mean the difference between success and falling short of their 401(k) goals. This essay offers a list of resources…

Reviewing Your Providers
Whitepapers & Reports

Report: How Do Small Businesses Shop for a New 401(k)?

This report was designed to help small businesses understand the 401(k) shopping process. If you’re in the market for a new 401(k) service provider (or think you might be someday), think of this report as a starting point as you search for the right solution for you and your business.

401k Best Practices
Videos

401(k) Plan Evaluation Framework: Tracking & Investment Solutions

Assess your 401(k) fund lineup to make sure it has options that work for each of your employees, and discover how to help your employees figure out if they are on track to achieve their retirement goals. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E. ® an employer’s go-to resource for 401(k) management.

401k Best Practices
Videos

401(k) Plan Evaluation Framework: Responsibility and Expenses

Learn about meeting your financial and legal requirements, how to maximize plan benefits while reducing personal risk, and the six steps to analyzing, assessing, and monitoring plan fees. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E. ® an employer’s go-to resource for 401(k) management.

Reviewing Your Providers
Whitepapers & Reports

3 Reasons to Switch 401(k) Providers for your Business

Your current plan might be causing you more administrative work, and chances are good that there’s a better plan out there. In this guide you’ll find tips for finding the best plan for you—one that’s designed with small-to-medium-sized business needs in mind. And you’ll find out how to get help with the responsibilities and liabilities of choosing, monitoring, and replacing investment options.

Reviewing Your Providers
Whitepapers & Reports

2 Reasons to Switch 401(k) Providers for Your Employees

Deliver more value to employees with a 401(k) plan that fits the unique needs of your business. Your current plan might be costing you and your employees higher fees without as much value as you realize. Check out these two reasons to switch 401(k) providers for your employees.

Reviewing Your Providers
Whitepapers & Reports

Sample 401(k) Benchmark Report

View a sample 401(k) benchmark report that compares a sample 401(k) plan to similar companies in terms of number of participants and industry. In a third party 401(k) benchmark report like this one, your company can easily compare fees, plan options, employee participation and investment options, therefore allowing you to identify any places in your 401(k) that need to be re-evaluated and updated.

Reviewing Your Providers
Worksheets

5 Questions to Ask About Your Company's 401(k) Plan

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. 

Reviewing Your Providers
Worksheets

8 Key Questions to Consider When Shopping for a 401(k) Service Provider

There’s no such thing as a one-size-fits-all 401(k) plan. Your business is as unique as your own fingerprint. By answering eight simple questions in this quiz, you will discover which features of a 401(k) plan are the most important to you and your company. Plus, you’ll also find information to help you understand your needs and the factors you should consider during this process.

Reviewing Your Providers
Whitepapers & Reports

Why Employees Are Talking About 401(k)

See how a few simple communication tools and techniques can help your employees want to enroll in and actively save into the company 401(k). Improving your employee participation and savings rates can make your 401(k) plan healthier—and make it a more effective employee retention tool.

401k Best Practices
Interactive Tools

401(k) Plan Review Tool

Is your 401(k) plan and service provider giving you access to the tools you need to make the right decisions for your business’ retirement plan? This interactive questionnaire will allow you to evaluate if you need to take a closer look at the features of your plan and the level of service you receive from your service provider.

401k Basics
Interactive Tools

Know your options when selecting a 401(k) adviser for your business

There are several different types of advisers you can work with to help you with managing of your company’s 401(k) plan. It all depends on what level of service you want as well as what type of risk protection you’d like to get. Check out this quick infographic to see the range of services offered by different types of 401(k) plan advisers.

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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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Camas, WA 98607

844-238-1247
info401k@fi.com

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