Starting a Retirement Plan
Worksheets

How to Start a Retirement Plan Toolkit

Starting a retirement plan is exciting. It’s one of the most powerful savings tools the government gives business owners and employees. Use this small business retirement plan toolkit to get started. Inside has important How-To Information, Tools to help you along the way, and Checklists.

Starting a Retirement Plan
Articles

Blog: How to set up a 401(k)

Review the three key steps to starting a 401(k): Choose your partners, set your goals, and start saving.

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Starting a Retirement Plan
Infographics

State-Mandated Retirement Plans Comparison Chart

Business owners in CA, OR, NJ, CT, and IL either do or will have to offer a retirement plan, but it doesn’t have to be the state-offered retirement plan. If a business offers a 401(k) (or other qualified retirement plan), they meet the state’s requirements. For a quick comparison of state-mandated IRAs to other retirement plans, check out this comparison chart.

Starting a Retirement Plan
Whitepapers & Reports

5 Reasons a 401(k) is Better than a SEP or SIMPLE IRA

Here are the top five reasons why a 401(k) plan with Fisher Investments can do more for you—and your business—than a SEP or SIMPLE IRA.

401k Best Practices
Worksheets

2021 Contribution Limits for Retirement Plans

The IRS determines how much individuals can contribute to various retirement and pension accounts. These limits are reviewed annually and updated to reflect any cost-of-living increases. Here is a quick reference for the maximum amount that can be saved into each type of account for 2021.

401k Best Practices
Articles

What Does Saving $100 per Month Look Like Over 30 Years?

It can be hard for employees to imagine what $100 per month can mean for their retirement, when $100 now is so much more tangible. That’s why visualizations of future savings amounts can help motivate employees to save more today. See what $100 per month looks like over 10, 20 and 30 years in this quick chart.

401k Best Practices
Infographics

401(k) Service Provider Infographic

Understanding each 401(k) service provider’s role and responsibility is important to the success of your plan. In this overview, learn what is expected from a Plan Sponsor, Investment Adviser, TPA and Recordkeeper.

401k Best Practices
Videos

Understanding the different types of 401(k) services

When you manage a 401(k) plan, you end up working with different types of service providers. Commonly, there are advisers, recordkeepers, and third party administrators, but what do they do and how are they different? Watch this video to learn more about the different types of partners you can work with.

401k Best Practices
Whitepapers & Reports

401(k) Plans for Small Business

401(k) plans can be a powerful tool in promoting financial security in retirement. This guide highlights some 401(k) plan advantages, your options and responsibilities as an employer, and the differences between different 401(k) plan options. 401(k) Plans for Small Businesses is a joint project of the U.S. Department of Labor’s Employee Benefits Security Administration (DOL/EBSA) and the Internal Revenue Service.

401k Best Practices
Interactive Tools

Retirement Calculator

This retirement calculator is meant to provide you a snapshot of what your retirement savings might look like if you follow your current path. Use the different levers to see how tweaks to your savings strategies will impact your retirement readiness. Input your salary, the age you plan to retire, and more to visualize what your finances might look like once you retire.

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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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