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.)

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.

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
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.

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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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5525 NW Fisher Creek Drive
Camas, WA 98607

844-238-1247
info401k@fi.com

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